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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)
Speece Thorson Capital Group
2651
Speece Thorson Capital Group
Minnesota
$386M +$12.1M +3% 8.86% 34.2% 41 2.44% 4.9
South Street Advisors
2652
South Street Advisors
New York
$386M +$43.3M +13% 11.3% 169% 70 11.43% 3.1
Legion Partners Asset Management
2653
Legion Partners Asset Management
California
$386M -$21.7M -5% 22.9% 206% 13 15.38% 1.2
Gryphon Financial Partners
2654
Gryphon Financial Partners
Ohio
$385M +$38.8M +11% 9.38% 93.7% 183 14.75% 1.2
Coastal Bridge Advisors
2655
Coastal Bridge Advisors
Connecticut
$385M +$92.5M +32% 3.54% 88.1% 157 22.93% 2.3
ABC
2656
Anchor Bolt Capital
Illinois
$385M -$103M -21% 12.9% 3.04% 41 36.59% 1.7
Cardinal Capital Management Inc (North Carolina)
2657
Cardinal Capital Management Inc (North Carolina)
North Carolina
$385M +$23.1M +6% 8.2% 86.4% 136 8.82% 4.6
Dixon Hubard Feinour & Brown
2658
Dixon Hubard Feinour & Brown
Virginia
$385M +$23.8M +7% 8.41% 63.5% 191 9.42% 4.1
CFSG
2659
Community Financial Services Group
Vermont
$385M +$39.4M +11% 5.75% – 84 13.1% 3.5
Kontiki Capital Management (HK)
2660
Kontiki Capital Management (HK)
Hong Kong
$385M +$64M +20% 20.5% 90.6% 6 33.33% 1.4
Rodgers Brothers
2661
Rodgers Brothers
Pennsylvania
$384M +$23.4M +6% 6.49% 108% 198 10.1% 4.1
TIAA Kaspick
2662
TIAA Kaspick
Massachusetts
$384M +$12.1M +3% 6.49% 45.9% 20 25% 0.7
BW Gestao de Investimentos
2663
BW Gestao de Investimentos
Brazil
$384M +$118M +45% 8.75% 95.1% 119 34.45% 1.6
New England Private Wealth Advisors
2664
New England Private Wealth Advisors
Massachusetts
$383M -$28.9M -7% 5.76% 55.8% 175 58.86% 4.1
GA
2665
GFS Advisors
Texas
$383M +$24.6M +7% 10.2% 97.9% 126 7.94% 4
SevenBridge Financial Group
2666
SevenBridge Financial Group
Pennsylvania
$383M +$193M +101% 9.42% 93.2% 155 12.9% 2.9
American Assets Inc
2667
American Assets Inc
California
$383M +$611K +0.2% 0.29% 63.2% 2 0% 6.5
MGO One Seven
2668
MGO One Seven
Ohio
$383M +$34.8M +10% 8.71% 98.8% 491 20.98% 1.4
Fiduciary Financial Services of The Southwest
2669
Fiduciary Financial Services of The Southwest
Texas
$382M +$8.22M +2% 4.5% 39.8% 150 4% 4.8
Hutchinson Capital Management
2670
Hutchinson Capital Management
California
$382M +$12.9M +4% 10.1% 52.6% 71 8.45% 3.6
Capital Planning Advisors
2671
Capital Planning Advisors
California
$382M +$38.6M +11% 7.68% 64.2% 157 24.84% 2.4
SC
2672
Southside Capital
Florida
$382M +$13.9M +4% 8.87% – 83 28.92% 0.6
GCM
2673
Gabalex Capital Management
New York
$382M +$10.8M +3% 7.79% 24.9% 24 12.5% 3
Patton Albertson Miller Group
2674
Patton Albertson Miller Group
Tennessee
$381M +$28.4M +8% 7.27% 117% 242 6.61% 2.4
FAG
2675
Financial Advisory Group
Texas
$381M +$20.4M +6% 5.59% 20.6% 78 8.97% 3.4