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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)
PT
2776
Plimoth Trust
Massachusetts
$309M +$16.7M +6% 6.43% 94% 185 0.54% 0.7
DMK
2777
David M. Knott
$308M +$41.5M +16% 15.7% 81% 115 13.91% 2.2
Lawson Kroeker Investment Management
2778
Lawson Kroeker Investment Management
Nebraska
$308M +$27.6M +10% 10.3% 69.7% 67 4.48% 4.2
TRG Investments
2779
TRG Investments
Virginia
$308M -$455M -60% 29.5% 70.5% 2 0% 2.8
Probity Advisors
2780
Probity Advisors
Texas
$308M +$23.6M +8% 3.79% 61.7% 168 10.71% 1.8
Mitchell Capital Management
2781
Mitchell Capital Management
Kansas
$308M +$31M +11% 8.13% 219% 117 13.68% 1.2
Traynor Capital Management
2782
Traynor Capital Management
Pennsylvania
$308M +$33.9M +12% 9.77% 225% 205 12.2% 2
ARS Wealth Advisors
2783
ARS Wealth Advisors
Florida
$308M +$29.7M +11% 7.93% 62.5% 121 12.4% 2.6
Plante Moran Financial Advisors
2784
Plante Moran Financial Advisors
Michigan
$308M +$110M +56% 6.25% 62.8% 895 23.69% 3
PWW
2785
Pettyjohn Wood & White
Virginia
$307M +$21M +7% 7.57% 70.9% 153 5.23% 3.6
CIA
2786
Covington Investment Advisors
Pennsylvania
$307M +$16M +5% 7.75% 100% 86 4.65% 4
McCutchen Group
2787
McCutchen Group
Washington
$307M +$15.3M +5% 1.11% 2.54% 20 0% 4.3
HCR Wealth Advisors
2788
HCR Wealth Advisors
California
$307M +$2.22M +0.7% 7.94% 107% 180 18.33% 1.4
WIP
2789
Wellesley Investment Partners
Massachusetts
$307M +$19.2M +7% 3.78% 22.7% 135 9.63% 2
Beaconlight Capital
2790
Beaconlight Capital
New York
$307M +$39.5M +15% 0.41% 282% 33 60.61% 0.5
Bright Rock Capital Management
2791
Bright Rock Capital Management
Massachusetts
$306M +$14.7M +5% 6.03% 53.1% 82 14.63% 3.3
ACON Equity Management
2792
ACON Equity Management
District of Columbia
$306M +$144M +89% 88.8% 32.1% 1 0% 0.8
American Financial Group Inc 401(K) Retirement & Savings Plan
2793
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$306M +$3.8M +1% 3.39% 17.8% 1 0% 5.3
MAK Capital One
2794
MAK Capital One
New York
$306M -$280M -48% 9.13% 200% 6 33.33% 1.1
Cahaba Wealth Management
2795
Cahaba Wealth Management
Georgia
$305M +$17.4M +6% 2.8% 45.2% 70 8.57% 0.8
Golden Gate Private Equity
2796
Golden Gate Private Equity
California
$305M +$142M +87% 17.2% 8.72% 25 20% 1.6
Welch Capital Partners
2797
Welch Capital Partners
New York
$305M +$14.1M +5% 6.77% 79.2% 38 26.32% 1.9
Foresite Capital Management IV
2798
Foresite Capital Management IV
California
$305M +$11.7M +4% 0.58% 151% 23 34.78% 0.5
Tairen Capital
2799
Tairen Capital
Hong Kong
$305M -$123M -29% 2.81% 462% 24 41.67% 0.3
Standard General
2800
Standard General
New York
$305M +$50.4M +20% 20.7% 259% 5 0% 1.3