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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)
Lenox Wealth Management
2601
Lenox Wealth Management
Ohio
$329M +$38.1M +13% 3.38% 24.7% 541 15.53% 1.4
Van Hulzen Asset Management
2602
Van Hulzen Asset Management
California
$329M +$32.2M +11% 6.07% 86.3% 231 26.41% 1.1
J.P. Marvel Investment Advisors
2603
J.P. Marvel Investment Advisors
Massachusetts
$328M +$13.9M +4% 7.34% 183% 86 5.81% 3.3
Miller Investment Management
2604
Miller Investment Management
Pennsylvania
$328M +$19.1M +6% 7.85% 60.2% 74 4.05% 3.2
PI
2605
PHH Investments
Texas
$328M +$29.1M +10% 4.07% 30.9% 76 10.53% 0.8
Nadler Financial Group
2606
Nadler Financial Group
Illinois
$328M +$24.2M +8% 6.25% 72.4% 85 11.76% 3.1
SCP
2607
Syntal Capital Partners
Texas
$327M +$188M +135% 7.32% 102% 172 43.02% 0.9
ECM
2608
Endurant Capital Management
California
$327M -$2.9M -0.9% 3.44% 18.4% 107 50.47% 1.1
Analyst IMS Investment Management Services
2609
Analyst IMS Investment Management Services
Israel
$327M +$22.6M +7% 4.1% 99.4% 108 5.56% 2.3
MAA
2610
Mraz Amerine & Associates
California
$326M +$10M +3% 4.92% 69.8% 164 13.41% 3.1
Equitec Proprietary Markets
2611
Equitec Proprietary Markets
Illinois
$326M -$99.3M -23% 1.53% 526% 112 40.18% 0.9
Segantii Capital Management
2612
Segantii Capital Management
Hong Kong
$326M +$69.8M +27% 4.57% 33.1% 69 76.81% 0.3
Madison International Realty Holdings
2613
Madison International Realty Holdings
New York
$325M +$112M +53% 11.6% – 10 50% 0.7
Terril Brothers
2614
Terril Brothers
Missouri
$325M +$12.4M +4% 1.74% 94.4% 55 16.36% 1.8
Autonomy Capital (Jersey)
2615
Autonomy Capital (Jersey)
Jersey
$324M -$263M -45% 4.26% 33.4% 6 50% 0.7
HeadInvest LLC
2616
HeadInvest LLC
Maine
$324M +$4.9M +2% 5.26% 59.1% 145 0.69% 3.3
ARMC
2617
American Research & Management Company
Massachusetts
$324M +$15.3M +5% 4.87% 35.1% 385 11.69% 3.1
Moon Capital Management
2618
Moon Capital Management
New York
$324M -$45.7M -12% 5.12% 76.3% 38 57.89% 1.5
WealthSource Partners
2619
WealthSource Partners
California
$323M +$21M +7% 3.7% 16.8% 339 23.01% 1
JCM
2620
JD Capital Management
Connecticut
$323M -$24.1M -7% 0.06% 47.8% 18 27.78% 0.9
Atlantic Union Bankshares
2621
Atlantic Union Bankshares
Virginia
$323M +$26M +9% 6.38% 78.9% 148 14.19% 2.9
LHC
2622
Levy Harkins & Co
New York
$323M +$19M +6% 9.82% 62.9% 20 0% 3.6
AIM
2623
Advantage Investment Management
Iowa
$322M +$15.6M +5% 5.51% 28.6% 1,129 17.27% 1.9
CRM
2624
Capital Returns Management
New York
$322M -$21.5M -6% 4.1% 4.39% 24 33.33% 1.3
Exane Asset Management
2625
Exane Asset Management
France
$322M -$190M -37% 1.84% 74.5% 170 75.88% 0.3