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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)
Covenant Asset Management
3576
Covenant Asset Management
New Jersey
$336M +$15.3M +5% 13.8% 177% 152 18.42% 2.8
IAA
3577
Ironsides Asset Advisors
North Carolina
$336M +$14M +4% 4.98% 49.3% 103 13.59% 1.9
White Pine Capital
3578
White Pine Capital
Minnesota
$336M +$21M +7% 7% 143% 252 13.49% 4.5
Siguler Guff Advisers
3579
Siguler Guff Advisers
New York
$336M +$3.39M +1% 5.34% 37.7% 10 50% 0.3
SIG China Investments Master Fund III
3580
SIG China Investments Master Fund III
Delaware
$336M -$65.8M -16% 14.6% – 3 0% 0.5
Advisors Management Group
3581
Advisors Management Group
Wisconsin
$335M +$17.2M +5% 3.69% 125% 135 8.15% 2.9
Claar Advisors
3582
Claar Advisors
New York
$335M +$48.1M +17% 10.4% 65.5% 43 25.58% 1.3
Forest Hill Capital
3583
Forest Hill Capital
Arkansas
$335M +$2.04M +0.6% 1.74% 112% 41 9.76% 3.9
American Financial Group Inc 401(K) Retirement & Savings Plan
3584
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$335M +$41.3M +14% 9.31% 17.8% 1 0% 8
Hanson & Doremus Investment Management
3585
Hanson & Doremus Investment Management
Vermont
$335M -$97.2M -22% 4.77% 86.3% 547 26.69% 5.4
WestBridge Capital Management
3586
WestBridge Capital Management
Mauritius
$335M +$4.26M +1% 2.13% 33.3% 2 0% 0.5
Fruth Investment Management
3587
Fruth Investment Management
Texas
$335M +$16.3M +5% 5.39% 79.4% 235 4.68% 5.1
Madison Avenue Partners
3588
Madison Avenue Partners
New York
$335M +$8.42M +3% 4.92% 284% 18 44.44% 0.7
PFMOSF
3589
Philadelphia Financial Management of San Francisco
California
$335M +$4.42M +1% 9.78% 209% 60 60% 0.4
Cadence Bank NA
3590
Cadence Bank NA
Texas
$334M +$17.1M +5% 6.62% 33.3% 214 5.61% 3.8
Roberts, Glore & Co
3591
Roberts, Glore & Co
Illinois
$334M +$14.5M +5% 6.57% 72.3% 202 6.44% 4.1
Equitec Proprietary Markets
3592
Equitec Proprietary Markets
Illinois
$334M – – 21% 526% 288 – 0.2
Spectrum Asset Management (California)
3593
Spectrum Asset Management (California)
California
$334M +$9.44M +3% 5.25% 68.3% 129 16.28% 1.9
Ironwood Financial
3594
Ironwood Financial
Arizona
$333M +$26.5M +9% 5.69% 54.1% 605 5.95% 2.8
Greenlea Lane Capital Management
3595
Greenlea Lane Capital Management
Connecticut
$333M +$94.5M +40% 18.2% 99.7% 11 18.18% 1.5
CDIA
3596
Capital Directions Investment Advisors
Georgia
$333M +$26.9M +9% 6.38% 7.53% 426 99.53% 0
GFG Capital
3597
GFG Capital
Florida
$333M +$43.3M +15% 9.26% 152% 131 11.45% 0.9
Permit Capital
3598
Permit Capital
Pennsylvania
$333M +$39.3M +13% 12.6% 121% 23 4.35% 4.1
Alera Investment Advisors
3599
Alera Investment Advisors
Illinois
$333M +$29.1M +10% 6.8% 28.9% 96 10.42% 1.5
HWM
3600
HFR Wealth Management
New York
$332M – – 6.79% 47.5% 58 – 0