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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)
Mirador Capital Partners
2826
Mirador Capital Partners
California
$415M -$8.98M -2% 2.31% 120% 205 16.1% 3
Tufton Capital Management
2827
Tufton Capital Management
Maryland
$414M -$121M -23% 6.87% 96.1% 114 2.63% 6.5
Basso Capital Management
2828
Basso Capital Management
Connecticut
$414M -$539M -57% 0.58% 85.5% 680 47.65% 0.8
Dimension Capital Management
2829
Dimension Capital Management
Florida
$413M -$30.3M -7% 6.75% 65.5% 113 15.93% 3
Arbor Investment Advisors
2830
Arbor Investment Advisors
North Carolina
$413M -$53.9M -12% 6.38% 48.5% 109 27.52% 4.4
Arcadia Investment Management
2831
Arcadia Investment Management
Michigan
$413M -$35.2M -8% 3.76% 83.5% 290 3.45% 4.7
RL
2832
RPO LLC
Connecticut
$413M +$14.3M +4% 1.19% 66.2% 251 54.98% 0.3
Moloney Securities Asset Management
2833
Moloney Securities Asset Management
Missouri
$413M -$13.9M -3% 5.1% 86% 419 15.51% 2.9
Financial Planning & Information Services
2834
Financial Planning & Information Services
Wisconsin
$413M +$2.87M +0.7% 5.74% 13% 78 10.26% 4.7
Teton Advisors
2835
Teton Advisors
New York
$413M -$59.8M -13% 3.15% 139% 299 8.7% 6
Regis Management Company
2836
Regis Management Company
California
$412M -$34M -8% 5.57% 5.33% 57 8.77% 5.8
Cohanzick Management
2837
Cohanzick Management
New York
$412M +$58.3M +16% 0.74% 1.18% 412 35.68% 0.6
First National Bank & Trust Co of Newtown
2838
First National Bank & Trust Co of Newtown
Pennsylvania
$412M -$25.3M -6% 5.28% 55.7% 123 3.25% 7.6
Pacific Global Investment Management
2839
Pacific Global Investment Management
California
$412M -$12.5M -3% 3.43% 48% 215 10.23% 5.5
Kerrisdale Advisers
2840
Kerrisdale Advisers
Florida
$412M +$94.1M +30% 5.92% 78.8% 89 29.21% 0.5
Roble Belko & Company
2841
Roble Belko & Company
Pennsylvania
$412M -$28.5M -6% 6.37% 53.3% 356 8.43% 4.1
Noked Israel
2842
Noked Israel
Israel
$411M -$24.2M -6% 5.36% 265% 62 45.16% 0.6
JCM
2843
JS Capital Management
New York
$411M -$196M -32% 15.6% 52.4% 22 31.82% 1.4
Patriot Financial Group Insurance Agency
2844
Patriot Financial Group Insurance Agency
Massachusetts
$410M -$82.2M -17% 5.65% 97.3% 2,142 80.91% 3.7
Citizens Business Bank
2845
Citizens Business Bank
California
$410M -$294M -42% 4.3% 108% 245 53.06% 6.1
Procyon Advisors
2846
Procyon Advisors
Connecticut
$409M -$45.1M -10% 5.48% 92.3% 338 11.83% 1.8
Well Done LLC
2847
Well Done LLC
Michigan
$409M -$45.6M -10% 5.59% 80.4% 182 15.38% 3.3
RMR Wealth Builders
2848
RMR Wealth Builders
New Jersey
$409M +$7.5M +2% 4.67% 91.7% 216 19.91% 1.3
Hunter Perkins Capital Management
2849
Hunter Perkins Capital Management
Illinois
$409M -$25.8M -6% 5.96% 58% 101 30.69% 1.3
Sanders Morris Harris
2850
Sanders Morris Harris
Texas
$408M -$48.8M -11% 5.24% 85.8% 319 18.18% 2