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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)
SG
2501
Swarthmore Group
Pennsylvania
$431M +$26.1M +6% 8.27% 44.2% 36 13.89% 1.9
OH
2502
Overlook Holdings
British Virgin Islands
$431M +$93.3M +28% 20% – 3 33.33% 2.3
Vestar Capital Partners
2503
Vestar Capital Partners
New York
$430M – – 18.8% – 1 – 3.3
Shepherd Financial Partners
2504
Shepherd Financial Partners
Massachusetts
$430M +$31.2M +8% 8.93% 78% 132 10.61% 2.1
Glendon Capital Management
2505
Glendon Capital Management
California
$430M -$3.37M -0.8% 0.21% 142% 30 13.33% 2.8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
2506
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$430M -$217M -34% 11.1% 79.4% 69 4.35% 1.5
PA
2507
Paracle Advisors
Washington
$430M +$16.8M +4% 5.57% 30.9% 69 36.23% 3.4
Compass Group
2508
Compass Group
New York
$429M +$121M +39% 5.7% 64.6% 21 33.33% 0.8
TCOT
2509
Trust Company of Toledo
Ohio
$429M +$18.5M +5% 5.89% 109% 188 7.98% 4.9
McKinley Carter Wealth Services
2510
McKinley Carter Wealth Services
West Virginia
$428M +$36.7M +9% 8.06% 63.2% 192 19.27% 3.1
Vision Capital Management
2511
Vision Capital Management
Oregon
$427M +$42.1M +11% 7.93% 78.4% 95 13.68% 3.1
CAM
2512
Centre Asset Management
New York
$426M -$6.86M -2% 9.96% 45.3% 77 32.47% 1.1
Brilliance Asset Management
2513
Brilliance Asset Management
Hong Kong
$426M +$18.8M +5% 21.5% 39.2% 7 57.14% 0.7
BHZ Capital Management
2514
BHZ Capital Management
California
$426M +$13.4M +3% 8.78% 3.24% 154 13.64% 2
Sompo Asset Management
2515
Sompo Asset Management
Japan
$426M +$24.5M +6% 7.04% 84.7% 124 12.9% 1.5
Landsberg Bennett & Dubbaneh
2516
Landsberg Bennett & Dubbaneh
Florida
$426M +$54.2M +15% 6.45% 72.3% 261 28.35% 0.7
Steigerwald Gordon & Koch
2517
Steigerwald Gordon & Koch
Virginia
$426M +$33.5M +9% 7.94% 59.5% 92 16.3% 3.6
Capital Asset Advisory Services
2518
Capital Asset Advisory Services
Michigan
$425M +$275M +183% 5.83% 51% 600 81.83% 0.3
Faithward Advisors
2519
Faithward Advisors
Pennsylvania
$425M -$26.5M -6% 5.62% 119% 246 60.16% 0.1
Harber Asset Management
2520
Harber Asset Management
North Carolina
$425M +$70.2M +20% 9.1% 63.6% 46 30.43% 1.6
Princeton Portfolio Strategies Group
2521
Princeton Portfolio Strategies Group
New Jersey
$425M +$24.9M +6% 6.43% 83.8% 150 10% 4.1
Tortoise Investment Management
2522
Tortoise Investment Management
New York
$424M +$36.7M +9% 5.81% 40.2% 641 7.96% 3.6
PL
2523
PWMCO LLC
Illinois
$424M +$29.2M +7% 7.05% – 65 9.23% 1.3
Hills Bank & Trust
2524
Hills Bank & Trust
Iowa
$424M +$27.5M +7% 7.98% 52.8% 166 5.42% 3.8
Stanley-Laman Group
2525
Stanley-Laman Group
Pennsylvania
$424M +$18.8M +5% 6.76% 114% 311 29.26% 1.7