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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)
American Financial Group Inc 401(K) Retirement & Savings Plan
2576
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$214M +$12.1M +6% 6.77% 17.8% 1 0% 0.5
Baxter Bros Inc
2577
Baxter Bros Inc
Connecticut
$214M +$30.6M +17% 9.4% 73.8% 97 11.34% 0.4
KCM
2578
KSA Capital Management
New Jersey
$213M +$47.2M +28% 0.1% 109% 43 25.58% 0.4
Foxhaven Asset Management
2579
Foxhaven Asset Management
Virginia
$213M – – 12% 88.2% 14 – 0
Bedell Frazier Investment Counselling
2580
Bedell Frazier Investment Counselling
California
$213M +$4.97M +2% 8.68% 72.5% 63 23.81% 0.4
SCA
2581
Signpost Capital Advisors
New York
$213M -$28M -12% 14.5% 24.7% 18 55.56% 0.3
Rothschild Capital Partners
2582
Rothschild Capital Partners
New York
$213M +$256K +0.1% 11% 90.8% 48 25% 0.4
MM
2583
Midas Management
New York
$212M +$56M +36% 6.08% 43.3% 177 33.9% 0.4
Haverford Financial Services
2584
Haverford Financial Services
Pennsylvania
$212M +$30.8M +17% 10.3% 57.9% 48 6.25% 0.4
Buckingham Strategic Wealth
2585
Buckingham Strategic Wealth
Missouri
$212M +$23.5M +12% 5.89% 16.3% 169 23.67% 0.4
WM
2586
WCG Management
New York
$212M -$90.4M -30% 6.58% 29.5% 48 52.08% 0.3
Gargoyle Investment Advisor
2587
Gargoyle Investment Advisor
New Jersey
$212M +$49.7M +31% 16.8% 34.5% 145 35.86% 0.3
Steadfast Advisors
2588
Steadfast Advisors
New York
$211M +$24.4M +13% 16% 81.4% 71 56.34% 0.2
Rosenblum Silverman Sutton
2589
Rosenblum Silverman Sutton
California
$211M +$24.7M +13% 16.5% 90.1% 72 12.5% 0.2
Greatmark Investment Partners
2590
Greatmark Investment Partners
Georgia
$211M +$19.3M +10% 8.89% 62% 86 4.65% 0.5
First Bankers Trust
2591
First Bankers Trust
Kentucky
$211M +$21.6M +11% 8.77% 78.9% 140 5% 0.5
Investment Centers of America
2592
Investment Centers of America
North Dakota
$210M -$283M -57% 5.15% 23.2% 395 37.22% 0.5
TBAM
2593
True Bearing Asset Management
California
$210M +$10.6M +5% 16.8% 66.3% 111 18.92% 0.4
IMA Advisory Services
2594
IMA Advisory Services
Colorado
$210M +$6.46M +3% 7.23% 74.5% 168 10.71% 0.4
TFF
2595
Timothy F. Fidgeon
$210M +$14.6M +7% 10% – 127 7.87% 0.5
UIM
2596
Underhill Investment Management
California
$210M +$14.4M +7% 9.93% 59.8% 26 19.23% 0.4
Fruth Investment Management
2597
Fruth Investment Management
Texas
$210M +$19M +10% 9.34% 79.4% 195 5.13% 0.5
CC
2598
Consector Capital
New York
$210M – – 16.7% 0.05% 27 – 0
Weatherly Asset Management
2599
Weatherly Asset Management
California
$210M +$13M +7% 9.27% 116% 151 12.58% 0.4
Veritas Investment Management
2600
Veritas Investment Management
United Kingdom
$210M +$37.4M +22% 9.65% 69% 75 16% 0.4