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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)
ParenteBeard Wealth Management
2701
ParenteBeard Wealth Management
Pennsylvania
$202M -$52.9M -21% 1.13% – 113 13.27% 0.7
1492 Capital Management
2702
1492 Capital Management
Wisconsin
$202M +$15.8M +8% 6.57% 332% 169 43.79% 0.2
Harrison Street Securities
2703
Harrison Street Securities
Illinois
$201M +$4.27M +2% 6.97% 41.2% 35 34.29% 0.4
PCP
2704
Perimeter Capital Partners
Georgia
$201M -$2.06M -1% 3.09% – 214 32.71% 0.5
Hilltop Holdings
2705
Hilltop Holdings
Texas
$201M +$5.18M +3% 3.42% 96.7% 253 22.53% 0.6
Northern Capital Management (Wisconsin)
2706
Northern Capital Management (Wisconsin)
Wisconsin
$201M +$9.4M +5% 2% 12.8% 159 18.87% 0.6
Keating Investment Counselors
2707
Keating Investment Counselors
Florida
$201M +$4.57M +2% 1.25% 50% 55 3.64% 0.7
Univest Financial
2708
Univest Financial
Pennsylvania
$201M -$2.3M -1% 2.02% 82.6% 82 8.54% 0.7
BCM
2709
Bodri Capital Management
California
$200M -$5.97M -3% 13.4% – 75 65.33% 0.3
American National Registered Investment Advisor
2710
American National Registered Investment Advisor
Texas
$200M +$2.28M +1% 2.07% 95.8% 224 1.79% 0.7
KCP
2711
Kenmare Capital Partners
New York
$200M -$32.5M -14% 0.32% 48.8% 16 12.5% 0.6
WCMN
2712
Westchester Capital Management (Nebraska)
Nebraska
$199M +$13M +7% 1.17% 121% 70 27.14% 0.7
NFC Investments
2713
NFC Investments
Tennessee
$199M +$7.65M +4% 0.45% – 43 13.95% 0.7
KAS
2714
Kemnay Advisory Services
New York
$199M +$58.2M +41% 0.66% 167% 42 71.43% 0.2
Lattice Strategies
2715
Lattice Strategies
Pennsylvania
$199M +$15.1M +8% 1.39% 19.9% 107 9.35% 0.7
La Francaise Forum Securities
2716
La Francaise Forum Securities
Connecticut
$199M +$23.2M +13% 8.53% 29.8% 56 12.5% 0.6
Whitney & Co
2717
Whitney & Co
New York
$199M +$17.4M +10% 2.3% 93.2% 108 12.04% 0.6
SKP
2718
Sanborn Kilcollin Partners
Illinois
$198M +$6.42M +3% 1.8% – 20 5% 0.7
MA
2719
Marshwinds Advisory
Georgia
$198M +$9.13M +5% 2% 32.9% 150 8% 0.7
McRae Capital Management
2720
McRae Capital Management
New Jersey
$198M +$3.23M +2% 0.07% 78.2% 80 7.5% 0.7
Old Second National Bank of Aurora
2721
Old Second National Bank of Aurora
Illinois
$198M -$45M -19% 2.03% 93.7% 284 15.85% 0.7
ASA Gold & Precious Metals
2722
ASA Gold & Precious Metals
Maine
$197M +$16.4M +9% 11.1% 7.34% 17 0% 0.8
WFG
2723
Windsor Financial Group
Minnesota
$197M +$16.9M +9% 3.25% 15.3% 77 9.09% 0.7
West Coast Financial
2724
West Coast Financial
California
$197M +$3.36M +2% 1.51% 22.2% 92 5.43% 0.7
Renaissance Investment Group
2725
Renaissance Investment Group
Massachusetts
$197M +$132K +0.1% 1.23% 99.6% 73 2.74% 0.7