We are live on ! Find out more

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)
ST
2601
Semper Trust
Pennsylvania
$249M +$46M +23% 6.17% – 165 18.79% 1.2
Carlson Capital Management
2602
Carlson Capital Management
Minnesota
$249M +$5.02M +2% 2.98% 9.85% 58 3.45% 1.3
SAM
2603
Shamrock Asset Management
Texas
$249M -$17.4M -7% 3.78% 31% 297 23.91% 0.8
Marietta Investment Partners
2604
Marietta Investment Partners
Wisconsin
$249M +$23.9M +11% 6.72% 160% 137 37.96% 1
Quantitative Systematic Strategies
2605
Quantitative Systematic Strategies
Florida
$249M +$77.1M +45% 1.5% 133% 508 80.51% 0.1
RCIM
2606
Russell Clark Investment Management
United Kingdom
$248M -$37.2M -13% 2.37% 174% 34 38.24% 0.9
ACM
2607
Anandar Capital Management
New York
$248M – – 9.94% – 48 – 0
JNBA Financial Advisors
2608
JNBA Financial Advisors
Minnesota
$248M +$27.7M +13% 3.75% 61.8% 628 13.69% 1.1
AAM
2609
AR Asset Management
California
$248M +$1.73M +0.7% 2.09% 64.9% 108 4.63% 1.5
Financial Sense Advisors
2610
Financial Sense Advisors
California
$248M +$13.9M +6% 5.34% 152% 151 41.72% 0.8
Marquette Asset Management
2611
Marquette Asset Management
Minnesota
$247M +$11.8M +5% 1.78% 69.6% 94 8.51% 1.2
SGH
2612
Sivik Global Healthcare
Connecticut
$247M +$26.9M +12% 14.5% 83.8% 82 39.02% 0.6
SCC
2613
Second Curve Capital
Pennsylvania
$247M -$25.6M -9% 11.1% 160% 28 21.43% 1.1
Weiss Asset Management
2614
Weiss Asset Management
Massachusetts
$246M +$145M +144% 2.81% 138% 90 77.78% 0.1
Argent Trust Company
2615
Argent Trust Company
Louisiana
$246M -$9.7M -4% 3.03% – 158 8.23% 1.2
VE
2616
Vega Energy
New York
$246M +$586K +0.2% 6.12% 12.1% 11 18.18% 1.1
EMR
2617
Errol M. Rudman
$246M +$46.5M +23% 14% 60.5% 43 23.26% 1
Bridgewater Wealth & Financial Management
2618
Bridgewater Wealth & Financial Management
Maryland
$246M – – 5.39% 30.8% 95 – 0
OCM
2619
Oskie Capital Management
New York
$245M +$36.7M +18% 8.83% 69.3% 34 52.94% 0.5
PIM
2620
Partner Investment Management
California
$245M -$28.4M -10% 12% 168% 102 55.88% 0.4
Capital City Trust
2621
Capital City Trust
Florida
$245M +$6.54M +3% 3.98% 98.5% 99 4.04% 1.4
Hudson Valley Investment Advisors
2622
Hudson Valley Investment Advisors
New York
$244M +$8.92M +4% 3.74% 102% 135 8.15% 1.4
LHC
2623
Levy Harkins & Co
New York
$244M -$2.84M -1% 2.96% 62.9% 20 0% 1.5
Haverford Financial Services
2624
Haverford Financial Services
Pennsylvania
$244M +$21.2M +10% 7.32% 57.9% 49 14.29% 1.2
TRB Advisors
2625
TRB Advisors
New York
$244M +$22.9M +10% 9.88% 64% 2 50% 1.3