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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)
DS
2651
Dalal Street
Texas
$317M -$69.1M -18% 15% 92.7% 5 60% 2.6
Relaxing Retirement Coach
2652
Relaxing Retirement Coach
Massachusetts
$317M +$9.06M +3% 0.41% 28.6% 56 7.14% 0.2
American Financial Group Inc 401(K) Retirement & Savings Plan
2653
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$317M +$7.14M +2% 3.39% 17.8% 1 0% 4.8
Willingdon Wealth Management
2654
Willingdon Wealth Management
North Carolina
$316M +$12.1M +4% 1.98% 15.3% 410 30.24% 0.9
FFL Partners
2655
FFL Partners
California
$316M +$28.7M +10% 18.6% 36.1% 2 0% 0.8
Wilkins Investment Counsel
2656
Wilkins Investment Counsel
Massachusetts
$316M -$18.8M -6% 3.55% 56.2% 76 2.63% 4
MAA
2657
Mraz Amerine & Associates
California
$316M -$10.3M -3% 2.33% 69.8% 163 11.04% 3.3
Eubel Brady & Suttman Asset Management
2658
Eubel Brady & Suttman Asset Management
Ohio
$314M -$21.7M -6% 1.89% 40.2% 74 10.81% 3.3
Searchlight Capital Partners
2659
Searchlight Capital Partners
New York
$314M -$30.4M -9% 6.84% 38.5% 5 60% 0.5
Monroe Bank & Trust
2660
Monroe Bank & Trust
Michigan
$314M -$6.34M -2% 1.6% 24.7% 274 10.58% 1.9
Bell Bank
2661
Bell Bank
North Dakota
$314M -$41.7M -12% 1.37% 71% 147 9.52% 2.6
City Holding Co
2662
City Holding Co
West Virginia
$313M -$2.66M -0.8% 2.36% 89.2% 607 9.88% 2.9
Focused Wealth Management
2663
Focused Wealth Management
New York
$313M +$1.17M +0.4% 1.25% 73.9% 785 15.41% 3
Plancorp LLC
2664
Plancorp LLC
Missouri
$313M +$6.27M +2% 1.62% 67.3% 173 9.83% 1.6
Versant Venture Management
2665
Versant Venture Management
California
$313M +$218M +229% 67.6% 409% 8 12.5% 2
PA
2666
Paracle Advisors
Washington
$312M +$8.66M +3% 0.12% 30.9% 48 12.5% 2.1
Whalerock Point Partners
2667
Whalerock Point Partners
Rhode Island
$312M -$3.73M -1% 1.13% 103% 204 9.31% 2.3
Mizuho Trust & Banking
2668
Mizuho Trust & Banking
Japan
$312M -$52.1M -14% 2.4% 36.1% 20 40% 0.8
HeadInvest LLC
2669
HeadInvest LLC
Maine
$312M -$12.4M -4% 1.56% 59.1% 148 4.05% 3.5
Cannell Capital
2670
Cannell Capital
Wyoming
$311M -$32.7M -10% 5.06% 127% 68 20.59% 1.8
FIMG
2671
Financial & Investment Management Group
Michigan
$311M +$22.7M +8% 4.35% 18.9% 104 25.96% 1.7
CIA
2672
Covington Investment Advisors
Pennsylvania
$311M +$18.9M +6% 0.35% 100% 91 4.4% 3.5
Managed Asset Portfolios
2673
Managed Asset Portfolios
Michigan
$311M -$4.68M -1% 2.78% 99.2% 28 21.43% 2.7
LCM
2674
Lonestar Capital Management
California
$311M -$46.3M -13% 3.12% 260% 19 31.58% 1
Gerber Kawasaki Wealth & Investment Management
2675
Gerber Kawasaki Wealth & Investment Management
California
$311M +$20.9M +7% 1.57% 91.5% 128 22.66% 1.3