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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)
EnTrustPermal Management
3301
EnTrustPermal Management
New York
$165M -$8.73M -5% 1.04% 19.3% 33 42.42% 1.4
Perkins Coie Trust Company
3302
Perkins Coie Trust Company
Washington
$165M +$7.12M +5% 3.69% 83.2% 305 18.03% 2.1
EP
3303
Elkhorn Partners
Nebraska
$165M -$1.83M -1% 2.24% 32.2% 43 6.98% 3
LBC
3304
Lawrence B. Cohen
$165M -$3.32M -2% 1.55% 41.8% 79 10.13% 2.7
First National Bank of Hutchinson
3305
First National Bank of Hutchinson
Kansas
$165M +$6.51M +4% 4.81% 121% 90 18.89% 1.9
BI
3306
Boulegeris Investments
Georgia
$164M +$6.58M +4% 5.69% 39.1% 50 10% 1.7
CCM
3307
CWH Capital Management
Washington
$164M +$19.9M +14% 5.86% 29.9% 51 17.65% 1.7
Stockman Wealth Management
3308
Stockman Wealth Management
Montana
$164M +$2.96M +2% 3.26% 73.5% 138 13.04% 1
Cahill Financial Advisors
3309
Cahill Financial Advisors
Minnesota
$164M +$10.4M +7% 2.15% 55.9% 132 11.36% 2
Blue Bell Private Wealth Management
3310
Blue Bell Private Wealth Management
Pennsylvania
$164M -$7.57M -4% 1.07% 62.5% 434 39.17% 2.5
Prentiss Smith & Co
3311
Prentiss Smith & Co
Vermont
$164M -$14.9M -8% 1.04% 63.9% 290 22.07% 2.1
Lingohr Asset Management
3312
Lingohr Asset Management
Germany
$164M +$53.3M +48% 8.95% 141% 120 50.83% 0.8
Newman Dignan & Sheerar Inc
3313
Newman Dignan & Sheerar Inc
Rhode Island
$164M +$4.9M +3% 3.18% 82.6% 151 10.6% 2.6
SAM
3314
Shamrock Asset Management
Texas
$164M -$10.3M -6% 3.15% 31% 304 27.96% 1.7
Jacobi Capital Management
3315
Jacobi Capital Management
Pennsylvania
$164M -$47.7M -23% 2.29% 76.6% 781 23.56% 0.5
GA
3316
GRS Advisors
Illinois
$164M -$250M -60% 0.54% 54.3% 31 51.61% 0.7
MC
3317
Miles Capital
Iowa
$164M +$16M +11% 3.43% 15.4% 205 37.56% 0.7
Old West Investment Management
3318
Old West Investment Management
California
$164M +$26.2M +19% 5.65% 242% 61 27.87% 1.8
Cribstone Capital Management
3319
Cribstone Capital Management
Maine
$164M +$1.04M +0.6% 0.58% 22.4% 771 14.01% 0.5
Southport Capital Management
3320
Southport Capital Management
Tennessee
$164M +$20M +14% 5.42% 80% 180 12.78% 2.3
Gainplan
3321
Gainplan
Michigan
$163M – – 2.24% 103% 11 – 0
Pinnacle Family Advisors
3322
Pinnacle Family Advisors
Missouri
$163M – – 4.08% 85.8% 58 – 0
Palisades Hudson Asset Management
3323
Palisades Hudson Asset Management
Florida
$163M +$32.5M +25% 4.27% 66.8% 96 6.25% 2.6
ABFS
3324
Appropriate Balance Financial Services
Washington
$163M +$7.35M +5% 5.13% – 33 6.06% 0.8
Sequent Asset Management
3325
Sequent Asset Management
Texas
$163M +$7.66M +5% 2.27% 51.3% 57 5.26% 2.5