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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)
MAA
2626
Mraz Amerine & Associates
California
$330M +$14.5M +5% 2.1% 69.8% 171 14.62% 3.2
Cardinal Capital Management Inc (North Carolina)
2627
Cardinal Capital Management Inc (North Carolina)
North Carolina
$330M +$12.1M +4% 2.98% 86.4% 126 3.97% 3.8
South Street Advisors
2628
South Street Advisors
New York
$330M -$679M -67% 5.21% 169% 67 13.43% 2.8
Farmers Trust Company
2629
Farmers Trust Company
Ohio
$330M +$590K +0.2% 1.97% 73.5% 167 13.17% 3
Fiduciary Financial Services of The Southwest
2630
Fiduciary Financial Services of The Southwest
Texas
$330M +$3.54M +1% 4.86% 39.8% 155 1.94% 3.7
OH
2631
Overlook Holdings
British Virgin Islands
$330M +$83.3M +34% 2.02% – 2 50% 2.5
Lingotto Investment Management
2632
Lingotto Investment Management
United Kingdom
$330M +$39.2M +13% 12.5% 388% 7 0% 0.4
Regal Investment Advisors
2633
Regal Investment Advisors
Michigan
$329M -$123M -27% 1.91% 64.7% 332 29.52% 3
TAA
2634
TB Alternative Assets
Cayman Islands
$329M +$86.9M +36% 5.85% 312% 27 51.85% 0.6
FPCM
2635
Financial Partners Capital Management
New York
$329M -$2.78M -0.8% 2.01% 34.2% 84 16.67% 3.3
PI
2636
PHH Investments
Texas
$329M +$5.76M +2% 0.5% 30.9% 84 13.1% 1.1
Think Investments
2637
Think Investments
California
$328M -$130M -28% 8.28% 285% 19 36.84% 1.1
BDT Capital Partners
2638
BDT Capital Partners
Illinois
$328M -$13.4M -4% 3.93% 25.5% 1 0% 5
HeadInvest LLC
2639
HeadInvest LLC
Maine
$328M +$16.2M +5% 2.4% 59.1% 166 14.46% 3.3
KAM
2640
Kavi Asset Management
New York
$328M +$52.4M +19% 5.96% 144% 44 70.45% 0.3
Rodgers Brothers
2641
Rodgers Brothers
Pennsylvania
$328M +$21.6M +7% 2.18% 108% 201 11.94% 3
Koshinski Asset Management
2642
Koshinski Asset Management
Illinois
$328M +$5.68M +2% 3.36% 76.5% 389 14.91% 1.8
WA
2643
Wealthstar Advisors
Texas
$327M -$6.96M -2% 1.07% – 63 22.22% 0.2
D.L. Carlson Investment Group
2644
D.L. Carlson Investment Group
New Hampshire
$327M +$9.5M +3% 7.37% 113% 141 12.06% 3
American Assets Inc
2645
American Assets Inc
California
$327M +$19.2M +6% 12% 63.2% 3 33.33% 3.3
Tandem Investment Advisors
2646
Tandem Investment Advisors
South Carolina
$327M +$20M +7% 4.87% 10.4% 57 5.26% 1.3
Analyst IMS Investment Management Services
2647
Analyst IMS Investment Management Services
Israel
$327M +$9.9M +3% 3.46% 99.4% 108 8.33% 2.7
Willingdon Wealth Management
2648
Willingdon Wealth Management
North Carolina
$327M +$10.4M +3% 1.6% 15.3% 373 18.5% 1.2
PCM
2649
Piermont Capital Management
Missouri
$327M +$27M +9% 7.34% 33.2% 283 33.57% 1.1
J.P. Marvel Investment Advisors
2650
J.P. Marvel Investment Advisors
Massachusetts
$326M +$2.48M +0.8% 1.85% 183% 86 6.98% 3.7