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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)
High Falls Advisors
2801
High Falls Advisors
New York
$291M +$11.8M +4% 1.48% 56.9% 98 16.33% 1.8
Telos Capital Management
2802
Telos Capital Management
California
$290M +$8.92M +3% 1.83% 71.1% 163 13.5% 3.2
Gemmer Asset Management
2803
Gemmer Asset Management
California
$290M -$244K -0.1% 0.92% 96.8% 1,540 8.31% 3
Financial Enhancement Group
2804
Financial Enhancement Group
Indiana
$290M +$6.74M +2% 1.08% 62.2% 285 15.79% 0.6
Intrepid Capital Management
2805
Intrepid Capital Management
Florida
$290M -$4.55M -2% 4% 70.2% 44 20.45% 2.3
CIM
2806
CIM Investment Management
Pennsylvania
$290M -$3.92M -1% 3.38% 123% 374 22.99% 1.9
Filament
2807
Filament
Washington
$290M +$11.7M +4% 0.46% 46.9% 43 20.93% 2.9
Dock Street Asset Management
2808
Dock Street Asset Management
Florida
$290M +$23.5M +9% 8.09% 175% 52 9.62% 2.7
Greatmark Investment Partners
2809
Greatmark Investment Partners
Georgia
$290M +$15.3M +6% 4.04% 62% 125 5.6% 3.4
American Investment Services
2810
American Investment Services
Massachusetts
$289M +$6.7M +2% 2.61% 63.1% 120 5.83% 3.2
Gifford Fong Associates
2811
Gifford Fong Associates
California
$289M +$44.4M +18% 5.08% 180% 113 33.63% 0.2
StrategIQ Financial Group
2812
StrategIQ Financial Group
Indiana
$289M +$36.8M +15% 0.56% 12.6% 178 9.55% 1.5
Callan Capital
2813
Callan Capital
California
$289M -$20.2M -7% 1.41% 20.1% 52 7.69% 3
Jafra Capital Management
2814
Jafra Capital Management
New York
$289M -$33.9M -11% 11.8% – 123 68.29% 0.3
Focused Wealth Management
2815
Focused Wealth Management
New York
$289M -$24.5M -8% 1.62% 73.9% 783 19.8% 3.1
Rosenblum Silverman Sutton
2816
Rosenblum Silverman Sutton
California
$288M +$7.44M +3% 9.97% 90.1% 67 13.43% 2.5
Aristotle Atlantic Partners
2817
Aristotle Atlantic Partners
Florida
$288M +$11.3M +4% 5.83% 144% 95 16.84% 0.4
Kite Lake Capital Management (UK)
2818
Kite Lake Capital Management (UK)
United Kingdom
$288M -$336M -54% 2.85% 337% 26 76.92% 0.1
Cahaba Wealth Management
2819
Cahaba Wealth Management
Georgia
$288M +$34.4M +14% 1.51% 45.2% 68 14.71% 0.6
ARMC
2820
American Research & Management Company
Massachusetts
$288M -$16.7M -5% 1.75% 35.1% 381 20.73% 3.5
CAS Investment Partners
2821
CAS Investment Partners
Connecticut
$288M +$58.7M +26% 30% 527% 5 0% 0.5
WIP
2822
Wellesley Investment Partners
Massachusetts
$288M +$9.6M +3% 0.74% 22.7% 136 9.56% 1.8
Spectrum Management Group
2823
Spectrum Management Group
Indiana
$288M +$11.4M +4% 3.86% 44% 264 20.45% 1.1
Berman Capital Advisors
2824
Berman Capital Advisors
Georgia
$287M +$25.2M +10% 1.69% 48.2% 124 14.52% 0.4
PH
2825
Pinnacle Holdings
Oklahoma
$287M +$19.9M +7% 6.02% 79.6% 219 9.59% 3