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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)
BOK Financial Private Wealth
1601
BOK Financial Private Wealth
Colorado
$497M +$34.2M +7% 5.89% 61.8% 65 15.38% 0.2
MTIP
1602
Magee Thomson Investment Partners
California
$497M +$57M +13% 23.7% 94.3% 165 31.52% 0.2
SVG
1603
Sun Valley Gold
Idaho
$497M -$246M -33% 2.31% 160% 39 15.38% 0.2
DLG
1604
Daniel L. Goodwin
$496M -$19.5M -4% 3.55% 72.6% 127 20.47% 0.2
CNA Financial
1605
CNA Financial
Illinois
$496M +$26.2M +6% 5.08% 48.6% 202 15.84% 0.2
Investment House LLC
1606
Investment House LLC
California
$494M +$33.2M +7% 10.4% 137% 141 7.8% 0.2
ACM
1607
Axial Capital Management
New York
$494M -$69.2M -12% 7.92% – 30 60% 0.2
Investment Centers of America
1608
Investment Centers of America
North Dakota
$494M +$129M +35% 3.59% 23.2% 411 31.39% 0.2
BBR Partners
1609
BBR Partners
New York
$493M -$19.3M -4% 1.2% 63.4% 58 20.69% 0.2
1GA
1610
1st Global Advisors
Texas
$492M +$34.3M +7% 5.67% 23.5% 410 18.29% 0.2
Cove Street Capital
1611
Cove Street Capital
California
$492M +$36.6M +8% 10.5% 84.2% 75 17.33% 0.2
Cornercap Investment Counsel
1612
Cornercap Investment Counsel
Georgia
$492M +$27.5M +6% 7.32% 55.4% 282 28.01% 0.2
Locust Wood Capital Advisers
1613
Locust Wood Capital Advisers
New York
$492M +$18.6M +4% 7.1% 111% 54 37.04% 0.2
John G. Ullman & Associates
1614
John G. Ullman & Associates
New York
$491M +$12.1M +3% 5.42% 156% 155 5.81% 0.2
Goelzer Investment Management
1615
Goelzer Investment Management
Indiana
$490M -$449M -48% 7.08% 97.2% 185 9.19% 0.2
Ardsley Advisory Partners
1616
Ardsley Advisory Partners
Connecticut
$490M +$34.1M +7% 20.6% 555% 209 69.86% 0.1
Cobblestone Capital Advisors
1617
Cobblestone Capital Advisors
New York
$489M +$33.7M +7% 6.71% 83.3% 154 7.79% 0.2
Community Trust & Investment
1618
Community Trust & Investment
Kentucky
$488M +$16.7M +4% 4.74% 123% 72 11.11% 0.2
Forvis Mazars Wealth Advisors
1619
Forvis Mazars Wealth Advisors
Missouri
$488M +$361M +286% 7.16% 68.2% 156 41.67% 0.2
AAM
1620
Archipel Asset Management
Sweden
$487M -$1.3M -0.3% 5.77% – 104 79.81% 0.1
Advisors Capital Management
1621
Advisors Capital Management
New Jersey
$486M +$40.8M +9% 2.62% 92.3% 154 12.34% 0.2
Norris Perne & French
1622
Norris Perne & French
Michigan
$485M +$18.3M +4% 4.9% 79.9% 205 11.22% 0.2
Woodley Farra Manion Portfolio Management
1623
Woodley Farra Manion Portfolio Management
Indiana
$485M +$20.8M +4% 5.3% 68.1% 80 15% 0.2
Tributary Capital Management
1624
Tributary Capital Management
Nebraska
$484M -$127M -21% 11.6% 82.3% 247 14.98% 0.2
SPC
1625
Standard Pacific Capital
California
$484M +$28.2M +6% 13.1% – 35 60% 0.1