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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)
Rockbridge Investment Management
2776
Rockbridge Investment Management
New York
$424M -$36.3M -8% 6.17% 38.6% 646 83.75% 2
Viking Fund Management
2777
Viking Fund Management
North Dakota
$424M -$8.1M -2% 5.18% 105% 120 7.5% 3.5
Zevin Asset Management
2778
Zevin Asset Management
Massachusetts
$423M -$20M -5% 3.17% 71.7% 85 11.76% 5.2
McMorgan & Co
2779
McMorgan & Co
California
$423M -$23.5M -5% 4.75% 30.1% 57 14.04% 1
FPCM
2780
Financial Partners Capital Management
New York
$423M -$42.3M -9% 5.83% 34.2% 124 4.03% 4.1
Kettle Hill Capital Management
2781
Kettle Hill Capital Management
New York
$423M +$25.3M +6% 6.07% 37.4% 90 70% 0.3
Wallington Asset Management
2782
Wallington Asset Management
Indiana
$423M -$70M -14% 3.73% 108% 86 11.63% 4.2
Cardinal Capital Management Inc (North Carolina)
2783
Cardinal Capital Management Inc (North Carolina)
North Carolina
$423M -$14.5M -3% 3.84% 86.4% 144 4.86% 6.3
MPM BioImpact
2784
MPM BioImpact
Massachusetts
$422M +$62.2M +17% 18.1% 550% 41 17.07% 1.1
Mengis Capital Management
2785
Mengis Capital Management
Oregon
$422M -$33.2M -7% 3.41% 104% 168 4.17% 4.8
GCM Grosvenor Holdings
2786
GCM Grosvenor Holdings
Illinois
$422M -$20.1M -5% 9.87% 78.7% 15 20% 0.2
Faithward Advisors
2787
Faithward Advisors
Pennsylvania
$422M -$23.8M -5% 4.96% 119% 281 21.71% 1.5
Claret Asset Management
2788
Claret Asset Management
Quebec, Canada
$422M -$41.8M -9% 6.53% 73.3% 154 5.19% 3.2
Spirit of America Management Corp
2789
Spirit of America Management Corp
New York
$422M -$18.3M -4% 2.65% 113% 239 1.67% 5.3
Brasada Capital Management
2790
Brasada Capital Management
Texas
$422M -$23.9M -5% 2.05% 76.5% 142 21.83% 2.3
Tarbox Family Office
2791
Tarbox Family Office
California
$422M -$23.6M -5% 6.6% 66.4% 107 18.69% 7.1
Summit Financial Strategies
2792
Summit Financial Strategies
Ohio
$421M -$5.9M -1% 6.23% 59.4% 127 13.39% 2.7
World Investment Advisors
2793
World Investment Advisors
California
$421M -$55M -12% 4.26% 65.4% 269 13.01% 2.1
Robotti Robert
2794
Robotti Robert
$421M +$12M +3% 2.18% 107% 73 12.33% 3.8
Arkansas Financial Group
2795
Arkansas Financial Group
Arkansas
$421M -$17.8M -4% 5.05% 41.4% 51 9.8% 4.1
Wellington Shields Capital Management
2796
Wellington Shields Capital Management
New York
$421M -$385M -48% 5.4% 137% 322 12.11% 3.9
Browning West
2797
Browning West
California
$421M +$45.9M +12% 7.05% 96.8% 2 0% 1.8
Pier 88 Investment Partners
2798
Pier 88 Investment Partners
California
$421M -$4.22M -1% 1.5% 36.1% 106 10.38% 1.7
American Investment Services
2799
American Investment Services
Massachusetts
$420M -$18.5M -4% 7.24% 63.1% 126 8.73% 4.8
Conversant Capital
2800
Conversant Capital
New Jersey
$420M -$17.7M -4% 0.55% 228% 21 23.81% 0.5