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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)
PI
2626
PHH Investments
Texas
$344M +$33.5M +11% 9.22% 30.9% 86 10.47% 1.5
Avitas Wealth Management
2627
Avitas Wealth Management
California
$344M +$39.1M +13% 16.3% 56.2% 173 21.97% 0.5
Fiduciary Financial Services of The Southwest
2628
Fiduciary Financial Services of The Southwest
Texas
$344M +$26.6M +8% 13.3% 39.8% 148 4.05% 4.3
Hourglass Capital
2629
Hourglass Capital
Texas
$343M +$25.9M +8% 12.7% 94.4% 122 16.39% 3.7
Prime Capital Investment Advisors
2630
Prime Capital Investment Advisors
Kansas
$343M +$67.5M +24% 13.3% 78.7% 495 66.26% 0.5
Pegasus Partners
2631
Pegasus Partners
Wisconsin
$343M +$5.22M +2% 13.7% 32.6% 147 15.65% 2
Eversept Partners
2632
Eversept Partners
New York
$343M +$158M +86% 32.5% 321% 72 52.78% 0.6
Hefren-Tillotson
2633
Hefren-Tillotson
Pennsylvania
$342M +$72.5M +27% 12.6% 40% 14 0% 2.8
P.J. Schmidt Investment Management (PJS)
2634
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342M +$37.4M +12% 12.4% 65.9% 136 7.35% 4
D.L. Carlson Investment Group
2635
D.L. Carlson Investment Group
New Hampshire
$342M +$40.8M +14% 16.9% 113% 156 13.46% 3.1
VHCP Management II
2636
VHCP Management II
New York
$342M +$109M +47% 54.3% 2,334% 22 18.18% 1
James Hambro & Partners
2637
James Hambro & Partners
United Kingdom
$342M +$86.6M +34% 14.9% 97% 49 18.37% 0.5
Greenwood Gearhart
2638
Greenwood Gearhart
Arkansas
$341M +$40.6M +14% 12.2% 70.6% 72 13.89% 3.5
Maple Rock Capital Partners
2639
Maple Rock Capital Partners
Ontario, Canada
$341M +$58.2M +21% 31.4% 602% 14 28.57% 1.3
Alley Company
2640
Alley Company
Illinois
$340M +$36.3M +12% 12.4% 88.2% 84 7.14% 4.1
CCA
2641
Castle Creek Arbitrage
Colorado
$340M +$49.8M +17% 0.82% 17.2% 95 33.68% 0.7
Paradigm Asset Management
2642
Paradigm Asset Management
New York
$340M +$30.4M +10% 9.34% 73.8% 425 10.59% 2.4
CMG
2643
Cavalry Management Group
California
$340M -$89.4M -21% 20.7% 59.6% 31 67.74% 0.4
Stoneridge Investment Partners
2644
Stoneridge Investment Partners
Pennsylvania
$340M +$20.9M +7% 11.5% 44.2% 150 46.67% 1.4
OH
2645
Overlook Holdings
British Virgin Islands
$340M +$10.4M +3% 3.08% – 2 0% 3.3
Shelter Mutual Insurance
2646
Shelter Mutual Insurance
Missouri
$339M +$26.9M +9% 11.1% 51.2% 46 6.52% 4.4
Three Peaks Capital Management
2647
Three Peaks Capital Management
Colorado
$339M +$20.5M +6% 17.9% 84.5% 123 30.08% 1.5
Gryphon Financial Partners
2648
Gryphon Financial Partners
Ohio
$339M -$54.2M -14% 11.4% 93.7% 207 43.48% 1
EVM
2649
Evelyn V. Moreno
$339M +$36.2M +12% 12.5% 39.4% 65 4.62% 4.3
NFC Investments
2650
NFC Investments
Tennessee
$339M +$32.4M +11% 13.6% – 38 10.53% 3.3