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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)
Quantitative Advantage
2576
Quantitative Advantage
Minnesota
$337M +$12.4M +4% 4.88% 45.9% 58 32.76% 1.3
Eubel Brady & Suttman Asset Management
2577
Eubel Brady & Suttman Asset Management
Ohio
$336M +$10.1M +3% 5.27% 40.2% 80 15% 3.1
Forte Capital
2578
Forte Capital
New York
$336M +$23.5M +8% 6.08% 98.3% 172 11.63% 2.4
Quantum Capital Management (New Jersey)
2579
Quantum Capital Management (New Jersey)
New Jersey
$336M +$11.6M +4% 8.14% 22.7% 48 8.33% 2.5
Intrust Bank
2580
Intrust Bank
Kansas
$336M +$29.7M +10% 6.74% 102% 386 10.1% 2.5
13D Management
2581
13D Management
New York
$335M +$72.4M +28% 13% 157% 37 29.73% 1.3
CC
2582
Carve Capital
Sweden
$335M +$329M +4,755% 8.21% 84.3% 8 87.5% 0.1
Shelter Mutual Insurance
2583
Shelter Mutual Insurance
Missouri
$335M +$14.8M +5% 8.77% 51.2% 43 4.65% 3.8
Wilkins Investment Counsel
2584
Wilkins Investment Counsel
Massachusetts
$335M +$6.33M +2% 5.69% 56.2% 75 1.33% 3.8
FAG
2585
Financial Advisory Group
Texas
$335M +$39.6M +13% 4.38% 20.6% 65 7.69% 2.8
Private Vista
2586
Private Vista
Illinois
$333M -$124M -27% 2.19% 10.1% 116 39.66% 1.1
Litman Gregory Wealth Management
2587
Litman Gregory Wealth Management
California
$332M +$128M +62% 2.92% 55.5% 74 1.35% 1.3
Foundation Asset Management
2588
Foundation Asset Management
New York
$332M +$11.5M +4% 8.09% 126% 34 50% 1
First Heartland Consultants
2589
First Heartland Consultants
Missouri
$332M -$78.8M -19% 4.25% 59.2% 358 31.28% 2.2
Brilliance Asset Management
2590
Brilliance Asset Management
Hong Kong
$332M +$84.7M +34% 10.5% 39.2% 6 50% 0.4
KWMG LLC
2591
KWMG LLC
Kansas
$332M +$28.7M +9% 2.96% 76.2% 113 8.85% 2.1
Exencial Wealth Advisors
2592
Exencial Wealth Advisors
Oklahoma
$332M +$28.5M +9% 6.56% 58% 189 11.64% 2
M Holdings Securities
2593
M Holdings Securities
Oregon
$332M +$15M +5% 5.04% 83.9% 335 15.82% 2
AIS
2594
AlphaOne Investment Services
Pennsylvania
$331M -$45.1M -12% 2.22% 77.1% 349 26.07% 0.8
Calixto Global Investors
2595
Calixto Global Investors
Florida
$331M -$81.9M -20% 6.3% 180% 11 36.36% 1
EVM
2596
Evelyn V. Moreno
$331M -$3.87M -1% 6.77% 39.4% 68 7.35% 3.3
Southeast Asset Advisors
2597
Southeast Asset Advisors
Georgia
$330M +$14.4M +5% 6.26% 91.5% 116 10.34% 2.7
Cardinal Capital Management Inc (North Carolina)
2598
Cardinal Capital Management Inc (North Carolina)
North Carolina
$330M +$13.7M +4% 7.15% 86.4% 125 6.4% 3.4
South Street Advisors
2599
South Street Advisors
New York
$330M -$186M -36% 7.52% 169% 64 3.13% 2.4
Tinicum
2600
Tinicum
New York
$329M +$44.2M +16% 5.54% 21.1% 7 14.29% 1.9