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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)
Holderness Investments Company
3526
Holderness Investments Company
North Carolina
$429M -$24.5M -5% 3.4% 144% 262 8.4% 5.3
CCP
3527
Camelot Capital Partners
California
$429M -$5.32M -1% 2.83% – 2 50% 1.3
Seven Grand Managers
3528
Seven Grand Managers
New York
$428M +$210M +96% 3.28% 281% 55 58.18% 0.4
Richard P. Slaughter Associates
3529
Richard P. Slaughter Associates
Texas
$428M -$18.3M -4% 1.4% 55.7% 164 35.37% 2.4
LECAP Asset Management
3530
LECAP Asset Management
United Kingdom
$428M +$59.3M +16% 6.68% 35.6% 412 64.81% 0.3
High Ground Investment Management
3531
High Ground Investment Management
United Kingdom
$428M +$106M +33% 6.4% 11.1% 10 20% 1.4
Icon Advisers
3532
Icon Advisers
Colorado
$428M -$16.3M -4% 1.92% 114% 191 25.65% 2.5
Towneley Capital Management
3533
Towneley Capital Management
California
$427M +$6.48M +2% 0.45% 50.2% 52 28.85% 1
Fourth Sail Capital
3534
Fourth Sail Capital
Cayman Islands
$427M +$90.9M +27% 5.06% – 33 51.52% 0.5
MCM
3535
Mason Capital Management
New York
$427M -$43.3M -9% 16.1% 18.5% 6 50% 1.7
Morgan Stanley Institutional Investment Advisors
3536
Morgan Stanley Institutional Investment Advisors
Colorado
$426M -$10.6M -2% 1.47% – 4 50% 0.4
Northwest Quadrant Wealth Management
3537
Northwest Quadrant Wealth Management
Oregon
$426M -$13.6M -3% 1.62% 45.6% 75 13.33% 5.1
Single Point Partners
3538
Single Point Partners
Massachusetts
$426M -$8.22M -2% 3.03% 56.4% 91 15.38% 1.1
High Falls Advisors
3539
High Falls Advisors
New York
$426M -$5.23M -1% 1.35% 56.9% 134 20.15% 2.9
Overbrook Management Corp
3540
Overbrook Management Corp
New York
$426M -$38.3M -8% 4.07% 157% 54 18.52% 3.8
Drive Wealth Management
3541
Drive Wealth Management
Utah
$426M +$17.7M +4% 0.28% 94.4% 395 31.39% 1.5
Kentucky Farm Bureau Mutual Insurance
3542
Kentucky Farm Bureau Mutual Insurance
Kentucky
$426M -$19.1M -4% 3.12% 96.4% 68 0% 6.7
Pettinga Financial Advisors
3543
Pettinga Financial Advisors
Indiana
$425M -$16.8M -4% 1.13% 78.1% 139 17.99% 3.1
Apollon Financial
3544
Apollon Financial
South Carolina
$425M +$21.4M +5% 3.97% 103% 210 16.19% 0.9
CBTWT
3545
Community Bank & Trust (Waco, Texas)
Texas
$425M -$13.3M -3% 0.05% 124% 145 4.83% 6.1
Old Second National Bank of Aurora
3546
Old Second National Bank of Aurora
Illinois
$425M -$15.1M -3% 2.26% 93.7% 517 41.78% 6.7
First Commonwealth Financial Corp
3547
First Commonwealth Financial Corp
Pennsylvania
$425M +$565K +0.1% 2.57% 72.9% 240 16.67% 4.1
Canal Insurance Company
3548
Canal Insurance Company
South Carolina
$425M +$39.1M +10% 6.25% 114% 95 22.11% 5.1
LaSalle St. Investment Advisors
3549
LaSalle St. Investment Advisors
Illinois
$424M +$102M +32% 1.5% 61.9% 341 23.75% 0.9
KMWM
3550
Keudell/Morrison Wealth Management
Oregon
$424M +$40.4M +11% 1.16% – 237 15.19% 3.5