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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)
Colony Group
1401
Colony Group
Massachusetts
$742M +$24.3M +3% 1.15% 33.2% 921 24.43% 0.3
RIL
1402
Rothschild Investment LLC
Illinois
$740M +$7.41M +1% 1.25% 99.4% 450 15.78% 0.6
PP
1403
Patten & Patten
Tennessee
$739M +$21.4M +3% 1.7% 74.1% 272 11.4% 0.6
PRC
1404
Platte River Capital
Colorado
$738M -$41.6M -5% 3.2% – 247 31.98% 0.5
SCGE Management
1405
SCGE Management
California
$738M +$45.7M +7% 0.67% 154% 29 17.24% 0.5
Carson Wealth (CWM LLC)
1406
Carson Wealth (CWM LLC)
Nebraska
$734M +$92.6M +14% 2.99% 52.7% 655 78.78% 0.4
PAM
1407
Paradigm Asset Management
New York
$733M +$80M +12% 3.46% 73.8% 801 6.62% 0.6
CAM
1408
Cacti Asset Management
Georgia
$732M +$68.5M +10% 5.13% 171% 83 3.61% 0.7
OCM
1409
Olstein Capital Management
New York
$731M +$32.8M +5% 1.07% 16.6% 141 19.86% 0.6
PAIM
1410
Punch & Associates Investment Management
Minnesota
$731M -$11.9M -2% 1.8% 97.5% 180 7.22% 0.7
HCM
1411
Hahn Capital Management
California
$730M +$9.26M +1% 1.05% 53.6% 33 6.06% 0.7
FMW
1412
Farr Miller & Washington
District of Columbia
$730M +$10.8M +1% 1.45% 62.3% 135 8.15% 0.7
MLM
1413
Mount Lucas Management
Pennsylvania
$730M +$272M +59% 1.34% 109% 122 57.38% 0.3
Cetera Advisors
1414
Cetera Advisors
Colorado
$729M +$52.9M +8% 1.57% 27.6% 592 23.31% 0.5
Flow Traders U.S.
1415
Flow Traders U.S.
New York
$729M -$160M -18% 1.37% 86.5% 274 62.77% 0.3
HC
1416
Hawkins Capital
Texas
$729M -$36.3M -5% 1.37% 8.54% 19 10.53% 0.7
VF
1417
Virtu Financial
New York
$727M -$273M -27% 1.3% 160% 486 69.75% 0.2
MFBTD
1418
MB Financial Bank - Trust Department
Illinois
$726M +$9.09M +1% 1.01% 23.5% 490 22.86% 0.6
Lincoln National Corp
1419
Lincoln National Corp
Pennsylvania
$726M +$60.1M +9% 1.28% 42.9% 111 13.51% 0.2
WB
1420
Webster Bank
Connecticut
$724M +$9.45M +1% 1.1% 77.5% 222 9.91% 0.7
TYCC
1421
Texas Yale Capital Corp
Florida
$720M +$68.1M +10% 2.47% 175% 362 17.68% 0.6
DWA
1422
Dorsey Wright & Associates
California
$720M +$29.7M +4% 2.85% 311% 166 37.35% 0.3
HT
1423
HighTower Trust
Texas
$719M -$49.5M -6% 1.27% 90.4% 149 12.08% 0.6
NI
1424
Nuance Investments
Missouri
$719M +$257M +56% 2.28% 3.13% 65 32.31% 0.5
VFM
1425
Viking Fund Management
North Dakota
$718M +$63M +10% 6.99% 105% 57 24.56% 0.5