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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)
Old Second National Bank of Aurora
2851
Old Second National Bank of Aurora
Illinois
$204M +$5.63M +3% 6.7% 93.7% 349 8.02% 1.8
FirstMark Capital I
2852
FirstMark Capital I
New York
$204M – – 26.7% – 1 – 0
CFSG
2853
Community Financial Services Group
Vermont
$204M +$2.77M +1% 7.48% – 282 76.95% 2.2
Genovese Burford & Brothers Wealth & Retirement Plan Management
2854
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$204M – – 3.58% 28% 366 – 0
Stonerise Capital Management
2855
Stonerise Capital Management
California
$204M -$22.2M -10% 7.56% 0.77% 13 46.15% 1
Muzinich & Co
2856
Muzinich & Co
New York
$204M +$1.28M +0.6% 1.3% 13.5% 36 2.78% 1
HPCM
2857
High Pointe Capital Management
Illinois
$204M -$9.26M -4% 6.35% 92.4% 192 28.65% 1.3
Peak Asset Management
2858
Peak Asset Management
Colorado
$204M +$16.1M +9% 5.6% 70.1% 135 25.19% 0.8
Kopp Investment Advisors
2859
Kopp Investment Advisors
Minnesota
$203M +$17.5M +9% 19.3% 109% 70 12.86% 1.6
NFC Investments
2860
NFC Investments
Tennessee
$203M -$8.76M -4% 1.23% – 40 5% 2
Clean Yield Group
2861
Clean Yield Group
Vermont
$203M -$9.37M -4% 5.12% 65% 131 11.45% 1.9
WCMN
2862
Westchester Capital Management (Nebraska)
Nebraska
$203M +$15.8M +8% 8.74% 121% 35 2.86% 2.3
Riggs Asset Management
2863
Riggs Asset Management
Pennsylvania
$203M +$40.4M +25% 6.17% 207% 296 13.85% 1.1
Wealth Architects
2864
Wealth Architects
California
$202M +$16M +9% 5.69% 80.1% 133 20.3% 0.7
Giralda Advisors
2865
Giralda Advisors
New York
$202M -$16.6M -8% 5.52% 36.8% 19 26.32% 1.1
Chartist Inc
2866
Chartist Inc
California
$202M +$186M +1,137% 7.68% – 57 78.95% 0.5
Bedell Frazier Investment Counselling
2867
Bedell Frazier Investment Counselling
California
$202M +$28.7M +17% 5.33% 72.5% 61 36.07% 1.2
Hollow Brook Wealth Management
2868
Hollow Brook Wealth Management
New York
$202M -$7.98M -4% 5.05% 92.8% 59 22.03% 1.7
Exencial Wealth Advisors
2869
Exencial Wealth Advisors
Oklahoma
$201M -$3.41M -2% 3.99% 58% 144 10.42% 1.4
Smith, Moore & Co
2870
Smith, Moore & Co
Missouri
$201M +$20.9M +12% 4.33% 67% 194 25.77% 1.3
Bar Harbor Trust Services
2871
Bar Harbor Trust Services
Maine
$201M +$13.6M +7% 7.72% 86.4% 93 23.66% 1.5
Argent Trust Co
2872
Argent Trust Co
Tennessee
$201M +$25M +14% 6.35% 86.2% 248 19.76% 0.8
Parkside Financial Bank & Trust
2873
Parkside Financial Bank & Trust
Missouri
$201M +$24.9M +14% 3.56% 73.6% 1,187 13.65% 0.5
Courage Capital Management
2874
Courage Capital Management
Tennessee
$200M +$69.5M +53% 6.48% 86.5% 37 56.76% 1
SD
2875
Sumway Development
China
$200M – – 16.1% – 4 – 0