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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)
Montecito Bank & Trust
3026
Montecito Bank & Trust
California
$427M -$13.5M -3% 2.44% – 248 9.27% 5.4
Blue Grotto Capital
3027
Blue Grotto Capital
Georgia
$426M +$6.66M +2% 2.43% 300% 27 40.74% 1
Bourgeon Capital Management
3028
Bourgeon Capital Management
Connecticut
$426M -$2.7M -0.6% 0.14% 121% 425 26.82% 2.5
First Fiduciary Investment Counsel
3029
First Fiduciary Investment Counsel
Ohio
$426M -$34.2M -7% 5.09% 60% 64 6.25% 4.5
Crescent Park Management
3030
Crescent Park Management
California
$426M +$83.7M +24% 0.99% 87% 36 33.33% 1.7
PM Capital
3031
PM Capital
Australia
$426M -$52.6M -11% 4.37% 105% 10 20% 5.7
PAM
3032
Private Asset Management
California
$426M -$94.4M -18% 3.19% 38.2% 134 11.19% 6.8
Hutchinson Capital Management
3033
Hutchinson Capital Management
California
$426M -$636K -0.1% 0.37% 52.6% 80 5% 4.6
Citizens Business Bank
3034
Citizens Business Bank
California
$426M -$22.8M -5% 1.21% 108% 113 11.5% 5.6
Honeycomb Asset Management
3035
Honeycomb Asset Management
New York
$425M -$220M -34% 2.01% 49% 38 65.79% 0.4
Legacy Financial Group (Iowa)
3036
Legacy Financial Group (Iowa)
Iowa
$425M +$37.2M +10% 3.72% 44.3% 553 91.32% 0.2
CCA
3037
Castle Creek Arbitrage
Colorado
$425M -$381M -47% 1.22% 17.2% 390 34.62% 1.3
Huber Capital Management
3038
Huber Capital Management
California
$425M +$9.04M +2% 3.42% 70.4% 110 27.27% 4.2
NWF Advisory Services
3039
NWF Advisory Services
California
$425M -$6.79M -2% 3.43% 120% 305 10.82% 0.5
Susquehanna International Group (Ireland)
3040
Susquehanna International Group (Ireland)
Ireland
$425M +$300M +242% 3.74% 5.26% 86 65.12% 0.4
Ophir Asset Management
3041
Ophir Asset Management
Australia
$424M -$55.7M -12% 6.6% 282% 31 32.26% 0.6
PWW
3042
Pettyjohn Wood & White
Virginia
$424M -$10.9M -3% 3.04% 70.9% 181 5.52% 5.9
MA Private Wealth
3043
MA Private Wealth
California
$423M -$8.02M -2% 3.72% 57.5% 75 12% 2.6
StepStone Group
3044
StepStone Group
California
$423M -$118M -22% 6.4% 107% 28 35.71% 1.3
Kelman-Lazarov Inc
3045
Kelman-Lazarov Inc
Tennessee
$423M +$7.03M +2% 3.03% 46.6% 99 5.05% 4.4
Shah Capital Management
3046
Shah Capital Management
North Carolina
$423M +$29.2M +7% 9.15% 287% 15 6.67% 3.8
RK Capital Management (Colorado)
3047
RK Capital Management (Colorado)
Colorado
$423M -$43.3M -9% 3.71% 89% 55 29.09% 2.3
Benjamin Edwards Inc
3048
Benjamin Edwards Inc
Missouri
$422M -$8.28M -2% 2.93% 66.5% 699 10.3% 2.3
WPI
3049
Walter Public Investments
Canada
$422M -$26.9M -6% 1.79% 72.7% 44 6.82% 1
NG
3050
Northstar Group
New York
$422M -$4.67M -1% 1.07% 63.9% 151 7.28% 5.8