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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)
Clover Partners
2851
Clover Partners
Texas
$209M +$23.1M +12% 5.76% 32.2% 32 25% 1.2
Metalmark Management II
2852
Metalmark Management II
New York
$209M -$56.4M -21% 21.3% 81.7% 1 0% 1.5
American Financial Group Inc 401(K) Retirement & Savings Plan
2853
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$209M +$11M +6% 5.65% 17.8% 1 0% 1.8
Bard Associates
2854
Bard Associates
Illinois
$209M -$5.42M -3% 2.28% 241% 176 4.55% 1.3
American National Registered Investment Advisor
2855
American National Registered Investment Advisor
Texas
$208M -$8.59M -4% 0.98% 95.8% 241 5.39% 1.5
Northern Capital Management (Wisconsin)
2856
Northern Capital Management (Wisconsin)
Wisconsin
$208M +$5.82M +3% 2.54% 12.8% 164 31.1% 1.1
Riggs Asset Management
2857
Riggs Asset Management
Pennsylvania
$208M +$3.36M +2% 8.48% 207% 329 11.25% 0.5
RIT Capital Partners
2858
RIT Capital Partners
United Kingdom
$208M +$26.4M +14% 0.3% 71.4% 9 44.44% 0.6
Man Investments (Switzerland)
2859
Man Investments (Switzerland)
Switzerland
$208M +$16.6M +9% 0.17% 0.23% 57 7.02% 0.8
Dillon & Associates
2860
Dillon & Associates
Michigan
$208M +$2.52M +1% 1.76% 117% 65 4.62% 1.6
Wright Investors Service
2861
Wright Investors Service
Connecticut
$208M +$4.35M +2% 4.24% 146% 231 19.05% 1.1
Nadler Financial Group
2862
Nadler Financial Group
Illinois
$208M +$14.9M +8% 1.59% 72.4% 90 8.89% 1.3
Verger Capital Management
2863
Verger Capital Management
North Carolina
$208M +$57M +38% 2.75% 58.3% 8 12.5% 0.3
Kinsight LLC
2864
Kinsight LLC
Alabama
$208M +$4.52M +2% 1.56% 15.7% 36 8.33% 1.4
Ironwood Financial
2865
Ironwood Financial
Arizona
$208M +$26.2M +14% 1.98% 54.1% 544 46.51% 0.2
Azzad Asset Management
2866
Azzad Asset Management
Virginia
$208M +$18.5M +10% 3.58% 101% 287 13.24% 1.2
Vantagepoint Investment Advisers
2867
Vantagepoint Investment Advisers
District of Columbia
$208M +$5.49M +3% 1.92% 32.7% 1 0% 1.3
Crosspoint Capital Strategies
2868
Crosspoint Capital Strategies
California
$207M -$79.4M -28% 11.4% – 890 64.27% 0.5
Toscafund Asset Management
2869
Toscafund Asset Management
United Kingdom
$207M -$79.9M -28% 1.53% 80.9% 9 11.11% 1.2
Koch Industries
2870
Koch Industries
Kansas
$207M +$6.03M +3% 2.6% 56.9% 6 50% 1.1
PCM
2871
Peg Capital Management
New Hampshire
$207M -$14.3M -6% 3.14% – 35 8.57% 1.4
FCM Investments
2872
FCM Investments
Texas
$207M -$6.47M -3% 1.86% 40.1% 99 7.07% 1.6
Tanglewood Wealth Management
2873
Tanglewood Wealth Management
Texas
$207M +$47.4M +30% 2.48% 59.7% 8 25% 1.1
Ramsay Stattman Vela & Price
2874
Ramsay Stattman Vela & Price
Colorado
$207M -$6.84M -3% 0.73% 81.8% 67 11.94% 1.4
Carderock Capital Management
2875
Carderock Capital Management
Maryland
$206M +$3.39M +2% 4.34% 97.6% 89 6.74% 1.5