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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)
Carderock Capital Management
2726
Carderock Capital Management
Maryland
$197M +$6.04M +3% 1.86% 97.6% 257 64.2% 0.3
Bright Rock Capital Management
2727
Bright Rock Capital Management
Massachusetts
$197M +$6.5M +3% 1.1% 53.1% 96 32.29% 0.6
GCG
2728
Giovine Capital Group
California
$197M -$33.5M -15% 1.91% – 55 25.45% 0.5
Cambridge Financial Group
2729
Cambridge Financial Group
Ohio
$197M +$608K +0.3% 4.26% – 33 18.18% 0.6
HCM
2730
Horrell Capital Management
Arkansas
$197M -$4.44M -2% 3.06% 55.6% 314 16.24% 0.7
Orleans Capital Management
2731
Orleans Capital Management
Louisiana
$196M +$3.55M +2% 2.26% 94.6% 99 6.06% 0.7
PL Capital Advisors
2732
PL Capital Advisors
Florida
$196M -$8.98M -4% 1.53% 100% 62 20.97% 0.6
Whalerock Point Partners
2733
Whalerock Point Partners
Rhode Island
$196M +$4.99M +3% 2.64% 103% 139 13.67% 0.2
RiverPark Advisors
2734
RiverPark Advisors
New York
$196M +$45M +30% 0.91% 87.5% 51 11.76% 0.7
Algebris Investments (UK)
2735
Algebris Investments (UK)
United Kingdom
$196M +$32.6M +20% 0.96% 15.3% 86 52.33% 0.3
Moller Wealth Partners
2736
Moller Wealth Partners
$196M +$9.7M +5% 2.52% 44.1% 50 10% 0.6
FAM
2737
Fortaleza Asset Management
Illinois
$196M -$500K -0.3% 2.94% 121% 242 26.03% 0.5
American National Bank & Trust (Virginia)
2738
American National Bank & Trust (Virginia)
Virginia
$196M -$2.06M -1% 1.1% – 107 4.67% 0.7
CIA
2739
CSat Investment Advisory
Michigan
$195M -$57.8M -23% 0.05% 87.4% 33 27.27% 0.5
BOIA
2740
Bush ODonnell Investment Advisors
Missouri
$195M +$5.4M +3% 1.43% 45.9% 47 4.26% 0.7
Doheny Asset Management
2741
Doheny Asset Management
California
$195M +$4.78M +3% 2.67% 135% 105 9.52% 0.6
Cardinal Capital Management Inc (North Carolina)
2742
Cardinal Capital Management Inc (North Carolina)
North Carolina
$194M -$740K -0.4% 2.39% 86.4% 102 7.84% 0.6
Lenox Wealth Management
2743
Lenox Wealth Management
Ohio
$194M +$43.1M +29% 0.76% 24.7% 187 1.6% 0.2
Advisory Services Network
2744
Advisory Services Network
Georgia
$194M -$5.2M -3% 1.2% 105% 1,116 82.53% 0.4
Water Asset Management
2745
Water Asset Management
New York
$194M +$11M +6% 4.87% 48.9% 21 28.57% 0.5
Taylor Cottrill
2746
Taylor Cottrill
New Hampshire
$194M +$1.04M +0.5% 1.11% – 100 9% 0.7
Clean Yield Group
2747
Clean Yield Group
Vermont
$193M +$6.54M +3% 2.18% 65% 116 4.31% 0.7
LFR
2748
Lehman Financial Resources
Pennsylvania
$193M +$31.5M +19% 6.83% 58.2% 429 10.26% 0.7
KCM
2749
Knoll Capital Management
Florida
$193M -$5.35M -3% 2.27% 258% 18 33.33% 0.4
MC
2750
Miles Capital
Iowa
$193M -$11.1M -5% 1.79% 15.4% 121 24.79% 0.6