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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)
Leith Wheeler Investment Counsel
2651
Leith Wheeler Investment Counsel
British Columbia, Canada
$338M +$45.7M +16% 6.19% 52.3% 34 17.65% 1.1
MAA
2652
Mraz Amerine & Associates
California
$337M +$6.89M +2% 7.09% 69.8% 169 5.92% 3.4
Cornerstone Advisory
2653
Cornerstone Advisory
Maryland
$337M +$33.4M +11% 3.93% 53.5% 150 10.67% 1.9
McKinley Carter Wealth Services
2654
McKinley Carter Wealth Services
West Virginia
$337M +$26.5M +9% 7.37% 63.2% 160 2.5% 2.9
AIS
2655
AlphaOne Investment Services
Pennsylvania
$337M -$10.5M -3% 3.36% 77.1% 239 18.83% 1.6
ARMC
2656
American Research & Management Company
Massachusetts
$337M +$49.1M +17% 6.22% 35.1% 367 16.89% 3.4
Bluescape Energy Partners
2657
Bluescape Energy Partners
Texas
$337M +$60.3M +22% 21.8% 57.9% 1 0% 0.8
Marietta Investment Partners
2658
Marietta Investment Partners
Wisconsin
$337M +$14.7M +5% 6.94% 160% 147 12.93% 2.6
SC
2659
Stralem & Co
New York
$337M -$2.19M -0.6% 7.31% 25.5% 47 4.26% 3.4
Lenox Wealth Management
2660
Lenox Wealth Management
Ohio
$336M +$25.2M +8% 4.73% 24.7% 707 23.48% 1.4
CCM
2661
Castine Capital Management
Massachusetts
$336M +$14.5M +4% 1.17% 13.9% 50 34% 1.7
IA
2662
Independence Advisors
Pennsylvania
$336M +$23M +7% 4.59% 24.4% 95 17.89% 1.4
Aegon USA Investment Management
2663
Aegon USA Investment Management
Iowa
$335M -$15.3M -4% 4.31% 39.9% 47 21.28% 1.2
Montecito Bank & Trust
2664
Montecito Bank & Trust
California
$335M +$22.9M +7% 5.7% – 217 15.67% 2.6
Gryphon Financial Partners
2665
Gryphon Financial Partners
Ohio
$335M +$114M +51% 6.38% 93.7% 993 85.4% 0.7
Tinicum
2666
Tinicum
New York
$335M +$9.6M +3% 4.63% 21.1% 6 0% 2.6
TM
2667
Tikvah Management
North Carolina
$335M +$16M +5% 11% 169% 20 15% 3.1
Summit Financial Wealth Advisors
2668
Summit Financial Wealth Advisors
Louisiana
$335M +$35.5M +12% 3.78% 71.4% 164 28.05% 1.9
Wilkins Investment Counsel
2669
Wilkins Investment Counsel
Massachusetts
$334M +$16.4M +5% 6.27% 56.2% 75 1.33% 4.4
Walter & Keenan Wealth Management
2670
Walter & Keenan Wealth Management
Indiana
$334M +$102M +44% 5.35% 92% 179 10.06% 3
Robinson Capital Management
2671
Robinson Capital Management
Michigan
$334M -$10.6M -3% 2.33% 7.8% 121 29.75% 1.2
German American Bancorp
2672
German American Bancorp
Indiana
$334M +$15.4M +5% 5.75% 92.3% 81 3.7% 0.2
Relaxing Retirement Coach
2673
Relaxing Retirement Coach
Massachusetts
$334M +$9.6M +3% 2.22% 28.6% 54 12.96% 0.6
Florin Court Capital
2674
Florin Court Capital
United Kingdom
$334M +$231M +226% 4.49% 108% 30 33.33% 0.8
PCM
2675
Perritt Capital Management
Illinois
$333M -$11.5M -3% 1.52% 80.9% 243 13.17% 3.1