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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)
OIA
2651
Optimum Investment Advisors
Illinois
$314M +$15.8M +5% 6.25% 125% 320 9.69% 2.8
Greenwood Gearhart
2652
Greenwood Gearhart
Arkansas
$314M +$36.7M +13% 5.81% 70.6% 62 9.68% 3.1
NorthRock Partners
2653
NorthRock Partners
Minnesota
$313M +$50.6M +19% 5.56% 62.8% 59 15.25% 1.5
FRG Family Wealth Advisors
2654
FRG Family Wealth Advisors
Washington
$313M +$20.1M +7% 6.98% 76.4% 145 5.52% 1.7
Coastal Bridge Advisors
2655
Coastal Bridge Advisors
Connecticut
$313M +$7.9M +3% 2.65% 88.1% 136 12.5% 1.1
SCM
2656
Sorin Capital Management
Connecticut
$313M +$187M +148% 3.82% 28% 20 20% 0.6
RCM
2657
Rockshelter Capital Management
Pennsylvania
$313M -$2.7M -0.9% 8.32% 31.2% 37 16.22% 2.6
CNO Financial Group
2658
CNO Financial Group
Indiana
$313M -$188M -38% 1.57% – 22 31.82% 1.9
Radnor Capital Management
2659
Radnor Capital Management
Pennsylvania
$313M +$17.2M +6% 4.08% 86.6% 192 15.63% 0.9
OM
2660
Opaleye Management
Massachusetts
$312M +$29.5M +10% 22.5% 748% 49 59.18% 0.9
RC
2661
Reik & Co
New York
$312M +$12.5M +4% 4.28% 38.6% 46 4.35% 3.8
QCI
2662
Quaker Capital Investments
Pennsylvania
$312M +$151K +0% 8.92% 107% 26 23.08% 2.2
Focused Wealth Management
2663
Focused Wealth Management
New York
$312M +$12M +4% 3.97% 73.9% 783 21.07% 2.9
CGM
2664
Centenus Global Management
New York
$311M – – 8.12% – 94 – 0
Morgan Dempsey Capital Management
2665
Morgan Dempsey Capital Management
Wisconsin
$311M +$16.6M +6% 5.28% 52.1% 169 17.16% 3.1
Winslow Evans & Crocker
2666
Winslow Evans & Crocker
Massachusetts
$311M +$9.49M +3% 6.82% 76.2% 1,183 10.48% 2.9
Lawson Kroeker Investment Management
2667
Lawson Kroeker Investment Management
Nebraska
$311M -$6.59M -2% 6.79% 69.7% 73 5.48% 3.6
Proficio Capital Partners
2668
Proficio Capital Partners
Massachusetts
$311M +$63.6M +26% 4.85% 97% 1,381 8.47% 1.5
Toews Corporation
2669
Toews Corporation
New Jersey
$311M -$71.4M -19% 0.07% 22% 11 0% 1
Cryder Capital Partners
2670
Cryder Capital Partners
United Kingdom
$310M +$65.4M +27% 5.95% 55.7% 9 0% 2.3
Security National Trust
2671
Security National Trust
West Virginia
$310M +$6.95M +2% 6.34% 58.3% 405 5.43% 3.7
Elizabeth Park Capital Advisors
2672
Elizabeth Park Capital Advisors
Ohio
$310M +$52.1M +20% 4.04% 119% 39 7.69% 2.2
American Financial Group Inc 401(K) Retirement & Savings Plan
2673
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$309M +$16.9M +6% 4.92% 17.8% 1 0% 4.5
Yakira Capital Management
2674
Yakira Capital Management
Connecticut
$309M +$8.61M +3% 0.02% 74.1% 154 53.25% 0.7
Jacobi Capital Management
2675
Jacobi Capital Management
Pennsylvania
$309M +$13.9M +5% 4.64% 76.6% 981 8.15% 1