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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)
Sequoia Financial Advisors
2576
Sequoia Financial Advisors
Ohio
$230M -$6.76M -3% 6.16% 78.3% 201 20.4% 1.1
DCM
2577
Dinsmore Capital Management
New Jersey
$230M -$23.6M -9% 1.47% – 143 9.09% 1.2
P.J. Schmidt Investment Management (PJS)
2578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230M -$25.6M -10% 6.05% 65.9% 165 21.21% 1.6
Argus Investors Counsel
2579
Argus Investors Counsel
New York
$230M -$13.4M -6% 6.86% 132% 52 3.85% 2.1
Lafayette Investments
2580
Lafayette Investments
Maryland
$229M -$8.82M -4% 4.99% 77.9% 72 9.72% 1.9
BCM
2581
Birmingham Capital Management
Alabama
$229M -$27.1M -11% 8.78% 103% 110 12.73% 2
Tealwood Asset Management
2582
Tealwood Asset Management
Minnesota
$229M -$26.6M -10% 10.7% 128% 86 12.79% 1.6
FCPV
2583
FS Capital Partners VI
California
$229M -$169M -42% 42.4% – 1 0% 0.8
ARMC
2584
American Research & Management Company
Massachusetts
$229M -$17.6M -7% 6.44% 35.1% 413 9.69% 1.8
Manitou Investment Management
2585
Manitou Investment Management
Ontario, Canada
$229M – – 10.5% 69.3% 28 – 0
Rampart Investment Management
2586
Rampart Investment Management
Connecticut
$228M -$19.6M -8% 4.35% 74% 14 57.14% 0.4
Integrated Wealth Management (Palm Desert)
2587
Integrated Wealth Management (Palm Desert)
California
$228M -$29.4M -11% 5.42% – 1,482 9.99% 0.5
Samson Capital Advisors
2588
Samson Capital Advisors
New York
$228M +$78.7M +53% 3.91% – 78 55.13% 0.3
Harfst & Associates
2589
Harfst & Associates
Wyoming
$228M +$50M +28% 8.3% 88.1% 346 24.28% 0.2
RPGK
2590
Retirement Planning Group (Kansas)
Kansas
$228M -$16.5M -7% 7.03% 54.7% 58 6.9% 2.1
Neuberger Berman Canada
2591
Neuberger Berman Canada
Ontario, Canada
$228M -$143M -38% 7.21% 15.7% 211 43.6% 0.8
American Economic Planning Group
2592
American Economic Planning Group
New Jersey
$228M -$15.4M -6% 6.28% 25.9% 46 15.22% 1.4
Fairfield, Bush & Co
2593
Fairfield, Bush & Co
Connecticut
$228M -$105M -32% 7.82% 112% 170 21.76% 1.9
SC US (TTGP)
2594
SC US (TTGP)
California
$228M +$15.9M +8% 5.87% 65.2% 7 28.57% 0.7
Golden Gate Private Equity
2595
Golden Gate Private Equity
California
$228M -$143M -39% 13.2% 8.72% 16 62.5% 0.8
ShearLink Capital
2596
ShearLink Capital
New York
$227M +$6.84M +3% 13.5% 49.1% 25 48% 0.5
JFS Wealth Advisors
2597
JFS Wealth Advisors
Pennsylvania
$227M +$32.3M +17% 7.93% 54.8% 625 40.96% 1
Baldwin Investment Management
2598
Baldwin Investment Management
Pennsylvania
$227M -$14.7M -6% 5.14% 74.8% 135 7.41% 2
TCM
2599
Texan Capital Management
Texas
$227M -$20.9M -8% 9.91% 19.3% 161 13.66% 1.4
Lexington Partners VI Holdings Sub
2600
Lexington Partners VI Holdings Sub
New York
$227M -$82M -27% 26.6% – 1 0% 2.3