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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)
Strategic Global Advisors
2626
Strategic Global Advisors
California
$277M +$7.77M +3% 10.7% 137% 179 22.91% 1.2
Jackson Wealth Management
2627
Jackson Wealth Management
Florida
$277M +$20.7M +8% 5.25% 72.1% 74 22.97% 1.2
United Fire Group
2628
United Fire Group
Iowa
$277M +$5.68M +2% 3.17% 27.4% 119 5.88% 3.3
Tang Capital Management
2629
Tang Capital Management
California
$277M +$89.2M +48% 40.5% 493% 6 16.67% 2.3
Cardinal Capital Management Inc (North Carolina)
2630
Cardinal Capital Management Inc (North Carolina)
North Carolina
$276M +$13.7M +5% 5.35% 86.4% 119 1.68% 2.9
American Financial Group Inc 401(K) Retirement & Savings Plan
2631
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$276M +$13.6M +5% 8.28% 17.8% 1 0% 3.8
Exchange Capital Management
2632
Exchange Capital Management
Michigan
$276M +$13.8M +5% 6.68% 57.8% 245 20% 1.4
Lexington Advisors
2633
Lexington Advisors
New York
$276M +$9.09M +3% 15.6% 27% 6 0% 1.1
CIM
2634
Castleton Investment Management
Connecticut
$276M +$22.8M +9% 5.85% 15.1% 83 53.01% 0.4
Ferox Capital Management
2635
Ferox Capital Management
United Kingdom
$276M +$2.03M +0.7% 0% 2.07% 36 0% 0.9
TRIM
2636
Thompson Rubinstein Investment Management
Oregon
$275M +$5.69M +2% 3.86% 42.8% 79 2.53% 3.2
BTG Pactual Global Asset Management
2637
BTG Pactual Global Asset Management
Bermuda
$275M +$164M +148% 7.31% 88.9% 76 69.74% 0.4
Whitney & Co
2638
Whitney & Co
New York
$275M +$9.8M +4% 3.54% 93.2% 108 15.74% 2.9
Freshford Capital Management
2639
Freshford Capital Management
New York
$275M -$31M -10% 9.96% 97.3% 25 44% 0.8
Archer Capital Management
2640
Archer Capital Management
New York
$275M -$113M -29% 14.2% 72.3% 31 35.48% 1.3
MSD Capital
2641
MSD Capital
New York
$275M -$132M -33% 6.87% 11.5% 6 16.67% 3.3
LHC
2642
Levy Harkins & Co
New York
$275M +$12.8M +5% 7.43% 62.9% 20 0% 2.9
GJCM
2643
Grand Jean Capital Management
California
$274M +$11.3M +4% 7.37% 61.4% 46 28.26% 2
Aviance Capital Partners
2644
Aviance Capital Partners
Florida
$274M -$9.9M -3% 7.27% 98.2% 210 9.05% 2.4
Sanders Morris Harris
2645
Sanders Morris Harris
Texas
$274M +$57.8M +27% 5.91% 85.8% 161 31.06% 0.7
Miller Investment Management
2646
Miller Investment Management
Pennsylvania
$274M -$35.2M -11% 5.97% 60.2% 73 5.48% 2.7
Montecito Bank & Trust
2647
Montecito Bank & Trust
California
$274M -$12.8M -4% 5.67% – 414 62.8% 1.8
WA
2648
WealthTrust Axiom
Pennsylvania
$273M -$1.9M -0.7% 2.95% 125% 245 12.24% 2.7
Monarch Capital Management
2649
Monarch Capital Management
Indiana
$273M +$5.42M +2% 4.07% 77% 97 1.03% 3.2
Bridgewater Wealth & Financial Management
2650
Bridgewater Wealth & Financial Management
Maryland
$273M +$8.72M +3% 4.99% 30.8% 114 10.53% 1.7