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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)
Vantagepoint Investment Advisers
2901
Vantagepoint Investment Advisers
District of Columbia
$193M +$10.3M +6% 5.72% 32.7% 1 0% 2.3
KS
2902
Karpas Strategies
Connecticut
$193M +$3.44M +2% 2.11% 16.1% 122 4.92% 2.4
CA
2903
Claar Advisors
New York
$193M +$36.1M +23% 0.01% 65.5% 42 57.14% 0.6
NorthRock Partners
2904
NorthRock Partners
Minnesota
$193M +$21.8M +13% 0.53% 62.8% 54 35.19% 0.6
PCI
2905
Pacifica Capital Investments
Texas
$192M +$14.4M +8% 2.74% 70.4% 17 0% 2.1
EAM
2906
Exane Asset Management
France
$192M +$27.2M +16% 4.2% 77.5% 36 66.67% 0.1
MIS
2907
Man Investments (Switzerland)
Switzerland
$192M -$60.3M -24% 0.02% 0.23% 67 1.49% 1.3
BA
2908
BKS Advisors
Michigan
$192M -$2.65M -1% 0.12% 58% 180 21.67% 0.7
FFC
2909
First Financial Corp
Indiana
$192M +$2.78M +1% 2.3% 95.3% 457 4.38% 2.3
EDRE
2910
Edmond de Rothschild (Europe)
Luxembourg
$192M -$39.6M -17% 2.33% – 278 23.02% 0.6
TCM
2911
Talara Capital Management
New Jersey
$192M +$11.7M +7% 2.07% 17.4% 24 41.67% 0.8
PAS
2912
Partnervest Advisory Services
California
$191M +$11.3M +6% 2.83% 45.1% 209 28.71% 1.3
IIC
2913
Ironwood Investment Counsel
Arizona
$191M +$16.7M +10% 2.87% 64% 141 12.77% 2.1
NGA
2914
New Generation Advisors
Massachusetts
$191M -$5.28M -3% 5.17% 45.1% 40 12.5% 1.8
TCM
2915
TCS Capital Management
New York
$191M -$7.59M -4% 6.31% 271% 36 72.22% 0.5
TCM
2916
Telos Capital Management
California
$191M +$5.23M +3% 1.52% 71.1% 158 21.52% 1.9
Northeast Financial Consultants
2917
Northeast Financial Consultants
Connecticut
$191M -$2.02M -1% 2.4% 63.8% 143 13.29% 1.5
GA
2918
Giralda Advisors
New York
$190M -$11.8M -6% 2.88% 36.8% 23 30.43% 0.9
BC
2919
Barnett & Company
Tennessee
$190M +$248K +0.1% 1.73% 65.9% 427 63.47% 0.7
ITIM
2920
Indiana Trust & Investment Management
Indiana
$189M -$2.28M -1% 1% 104% 143 30.77% 2.1
MC
2921
Matisse Capital
Oregon
$189M -$9.36M -5% 1.24% 66.9% 122 32.79% 0.2
CWM
2922
Cranbrook Wealth Management
Michigan
$189M +$12.7M +7% 1.32% 48.8% 234 3.85% 1.8
CCA
2923
Covey Capital Advisors
Georgia
$189M -$7.01M -4% 1.44% 118% 55 29.09% 1.2
ECAM
2924
East Coast Asset Management
Massachusetts
$189M +$6.38M +3% 1.58% 147% 106 9.43% 2.4
SCM
2925
Springhouse Capital Management
Connecticut
$189M +$45.1M +31% 8.95% 52% 34 23.53% 0.2