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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)
Bridgewater Wealth & Financial Management
2626
Bridgewater Wealth & Financial Management
Maryland
$264M -$6.95M -3% 0.09% 30.8% 119 13.45% 1.4
SCC
2627
Second Curve Capital
Pennsylvania
$264M +$89.4M +51% 36.9% 160% 25 20% 2
Edge Wealth Management
2628
Edge Wealth Management
New York
$264M +$28.9M +12% 3.28% 75.3% 557 24.24% 1.8
Intrust Bank
2629
Intrust Bank
Kansas
$264M +$12.8M +5% 5.86% 102% 363 11.85% 1.9
Crestwood Capital Management
2630
Crestwood Capital Management
New York
$264M -$75.4M -22% 4.52% 203% 23 21.74% 1.2
Mitchell Capital Management
2631
Mitchell Capital Management
Kansas
$263M -$3.86M -1% 3.05% 219% 66 19.7% 1.1
American Financial Group Inc 401(K) Retirement & Savings Plan
2632
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$263M +$39.1M +18% 17.5% 17.8% 1 0% 3.5
GJCM
2633
Grand Jean Capital Management
California
$263M +$28.4M +12% 5.2% 61.4% 39 15.38% 2.2
Cardinal Capital Management Inc (North Carolina)
2634
Cardinal Capital Management Inc (North Carolina)
North Carolina
$263M +$7.64M +3% 3.37% 86.4% 120 5% 2.7
Steinberg Asset Management
2635
Steinberg Asset Management
New York
$263M -$108M -29% 4.17% 130% 43 23.26% 2.1
Exchange Capital Management
2636
Exchange Capital Management
Michigan
$262M +$7.84M +3% 5.19% 57.8% 241 14.52% 1.3
Smith, Moore & Co
2637
Smith, Moore & Co
Missouri
$262M +$13.5M +5% 2.2% 67% 230 12.61% 1.7
Buffington Mohr McNeal
2638
Buffington Mohr McNeal
Idaho
$262M +$23.9M +10% 2.34% 29.3% 181 18.78% 1.4
LHC
2639
Levy Harkins & Co
New York
$262M +$8.85M +3% 5.99% 62.9% 20 0% 2.6
Lafayette Investments
2640
Lafayette Investments
Maryland
$261M +$13M +5% 6.19% 77.9% 68 4.41% 2.9
ABS Capital Partners V Trust
2641
ABS Capital Partners V Trust
Maryland
$260M – – 3.57% – 1 – 0
YP
2642
YG Partners
New York
$260M +$46.7M +22% 4.93% – 38 26.32% 0.5
FAG
2643
Financial Advisory Group
Texas
$259M +$26.3M +11% 2.89% 20.6% 66 10.61% 2.4
FIMG
2644
Financial & Investment Management Group
Michigan
$259M -$46.2M -15% 6.01% 18.9% 106 19.81% 1.7
SFE Investment Counsel
2645
SFE Investment Counsel
California
$259M +$50.8M +24% 2.59% 105% 109 20.18% 2.5
WrapManager Inc
2646
WrapManager Inc
California
$259M +$3.13M +1% 0.21% 64.6% 249 20.48% 0.9
Diana Davis Spencer Foundation
2647
Diana Davis Spencer Foundation
Maryland
$259M -$12.9M -5% 4.75% 13.4% 3 0% 2
Boxer Capital
2648
Boxer Capital
California
$259M +$35.4M +16% 3.27% 262% 34 35.29% 0.6
NFC Investments
2649
NFC Investments
Tennessee
$258M +$35.6M +16% 18.1% – 43 13.95% 2.4
IMIM
2650
Irving Magee Investment Management
Pennsylvania
$258M +$37.4M +17% 15.4% 39.9% 52 7.69% 2.7