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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Caledonia Investments plc (UK)
2501
Caledonia Investments plc (UK)
United Kingdom
$357M -$6.52M -2% 0.85% 61.9% 14 7.14% 2.8
PL Capital Advisors
2502
PL Capital Advisors
Florida
$357M -$20.6M -5% 0.54% 100% 34 14.71% 2.9
Symmetry Peak Management
2503
Symmetry Peak Management
Pennsylvania
$356M +$229M +181% 26% 320% 85 68.24% 0.7
Roundview Capital
2504
Roundview Capital
New Jersey
$355M -$31.9M -8% 1.37% 77.7% 243 20.99% 2.5
Arcadia Investment Management
2505
Arcadia Investment Management
Michigan
$355M -$2.56M -0.7% 1.18% 83.5% 372 13.98% 2.3
NTCM
2506
Nine Ten Capital Management
Illinois
$355M +$67.5M +23% 17% 166% 8 0% 2.4
New England Private Wealth Advisors
2507
New England Private Wealth Advisors
Massachusetts
$354M -$1.14M -0.3% 0.92% 55.8% 152 6.58% 2.9
Cubic Asset Management
2508
Cubic Asset Management
Massachusetts
$354M -$4.97M -1% 3.52% 40.5% 174 10.34% 3.2
CFMC
2509
Curbstone Financial Management Corp
New Hampshire
$354M +$172M +95% 1.4% 69.6% 169 6.51% 3
Oak Hill Capital Management
2510
Oak Hill Capital Management
New York
$353M -$46.9M -12% 11.5% 1.19% 3 0% 1.5
NTV Asset Management
2511
NTV Asset Management
West Virginia
$352M -$6.89M -2% 1.54% 110% 189 7.41% 3.4
Ativo Capital Management
2512
Ativo Capital Management
Illinois
$352M -$23.6M -6% 3.5% 63.2% 271 41.33% 1.4
Princeton Portfolio Strategies Group
2513
Princeton Portfolio Strategies Group
New Jersey
$352M -$14.7M -4% 2.03% 83.8% 162 14.2% 3
East Coast Asset Management
2514
East Coast Asset Management
Massachusetts
$351M -$16.1M -4% 5.6% 153% 95 24.21% 4
Pensionfund Sabic
2515
Pensionfund Sabic
Netherlands
$351M +$6.24M +2% 2.87% 63.6% 237 27.85% 1.6
CMG
2516
Cavalry Management Group
California
$350M +$7.76M +2% 16.3% 59.6% 32 68.75% 0.4
West Coast Financial
2517
West Coast Financial
California
$350M -$5.46M -2% 0.31% 22.2% 111 5.41% 3
Ritholtz Wealth Management
2518
Ritholtz Wealth Management
New York
$350M +$12.5M +4% 1.38% 93% 131 27.48% 0.7
Elizabeth Park Capital Advisors
2519
Elizabeth Park Capital Advisors
Ohio
$350M +$40.2M +13% 2.6% 119% 42 21.43% 2
Needham Investment Management
2520
Needham Investment Management
New York
$350M -$26.2M -7% 1.79% 424% 98 12.24% 3.3
Quantum Capital Management (New Jersey)
2521
Quantum Capital Management (New Jersey)
New Jersey
$350M +$14.1M +4% 1.79% 22.7% 50 16% 2.4
OM
2522
Opaleye Management
Massachusetts
$350M +$37.4M +12% 20.4% 748% 48 47.92% 0.9
TCM
2523
Tradition Capital Management
New Jersey
$350M -$18.7M -5% 1.41% 43.5% 184 13.04% 2.9
Whitney & Co
2524
Whitney & Co
New York
$350M +$4.28M +1% 1.84% 93.2% 311 64.63% 1.1
Lathrop Investment Management
2525
Lathrop Investment Management
Arkansas
$349M -$13.9M -4% 0.96% 72.2% 67 10.45% 3.6