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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)
Meristem Family Wealth
2851
Meristem Family Wealth
Minnesota
$249M +$5.65M +2% 3.95% 67.7% 115 12.17% 2.4
Financial Enhancement Group
2852
Financial Enhancement Group
Indiana
$249M +$12.8M +5% 4.14% 62.2% 73 21.92% 1.2
RC
2853
Rinet Company
Massachusetts
$249M +$15.3M +7% 4.26% 33.1% 21 9.52% 1.8
Gallagher Fiduciary Advisors
2854
Gallagher Fiduciary Advisors
Illinois
$249M +$11.8M +5% 6.39% 25.1% 6 0% 2.1
TMNFIC
2855
Tokio Marine & Nichido Fire Insurance Company
Japan
$249M +$9.18M +4% 3.83% – 4 0% 2.5
StrategIQ Financial Group
2856
StrategIQ Financial Group
Indiana
$249M +$13.1M +6% 3.12% 12.6% 157 8.92% 1.1
DM
2857
Diker Management
New York
$248M +$23.1M +10% 13.7% 210% 70 32.86% 1.4
BMC
2858
Benin Management Corp
Connecticut
$248M +$15.6M +7% 3.83% 76.3% 101 8.91% 3.3
DCM
2859
Divisar Capital Management
California
$248M +$29.7M +14% 5.18% 194% 28 14.29% 0.7
HCM
2860
Harvey Capital Management
Florida
$248M +$14.6M +6% 7.72% 147% 85 14.12% 2.6
BAM
2861
Brilliance Asset Management
Hong Kong
$248M +$47.8M +24% 25.2% 39.2% 8 62.5% 0.3
CC
2862
Cognios Capital
Kansas
$247M -$38.7M -14% 2.04% 28.5% 184 23.91% 1.3
Patten Group
2863
Patten Group
Tennessee
$247M +$461K +0.2% 3.81% 88.1% 681 9.4% 2
Ironwood Investment Counsel
2864
Ironwood Investment Counsel
Arizona
$247M -$17.9M -7% 3.35% 64% 169 24.85% 2.6
Proficio Capital Partners
2865
Proficio Capital Partners
Massachusetts
$247M +$6.33M +3% 3.44% 97% 1,376 6.69% 1.3
FCMI
2866
Foresite Capital Management II
California
$247M +$28.4M +13% 13.7% 66.2% 17 52.94% 1.4
ICM
2867
Intrepid Capital Management
Florida
$246M -$9.07M -4% 3.48% 70.2% 33 6.06% 2.8
SCP
2868
Seafarer Capital Partners
California
$246M +$11.4M +5% 9.35% 43% 3 0% 0.8
TC
2869
Tavio Capital
New York
$246M +$44.9M +22% 3.66% 81.4% 13 46.15% 0.3
Raffa Wealth Management
2870
Raffa Wealth Management
District of Columbia
$246M +$14.4M +6% 3.85% 35.8% 411 36.01% 2.8
BCM
2871
Beddow Capital Management
Wyoming
$245M -$1.86M -0.8% 8.45% 50.7% 46 15.22% 2.9
GBBWRPM
2872
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245M -$6.75M -3% 4.55% 28% 451 13.08% 1.3
CYG
2873
Clean Yield Group
Vermont
$245M +$6.1M +3% 5.63% 65% 135 5.19% 3
Cryder Capital Partners
2874
Cryder Capital Partners
United Kingdom
$245M -$27.9M -10% 4.92% 55.7% 11 18.18% 2.1
GVT
2875
Genesee Valley Trust
New York
$245M +$8.96M +4% 2.48% 30.2% 244 15.98% 2.1