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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)
Goodnow Investment Group
1601
Goodnow Investment Group
Connecticut
$841M +$315M +60% 92.7% 131% 28 17.86% 2.7
Banc Funds Company
1602
Banc Funds Company
Illinois
$840M +$101K +0% 7.55% 69% 213 11.74% 4
SpiderRock Advisors
1603
SpiderRock Advisors
Delaware
$839M +$750M +840% – – 169 0% 0.9
Checchi Capital Advisers
1604
Checchi Capital Advisers
California
$837M -$208M -20% 16.7% 68% 472 19.28% 3.7
Holowesko Partners
1605
Holowesko Partners
Bahamas
$836M -$77.8M -9% 12.7% 51.1% 31 22.58% 2.1
Mogy Joel R Investment Counsel
1606
Mogy Joel R Investment Counsel
California
$836M +$132M +19% 23.2% 121% 109 10.09% 5.9
Appleton Partners
1607
Appleton Partners
Massachusetts
$835M +$113M +16% 21.1% 101% 277 14.08% 3.8
Teachers Insurance & Annuity Association of America
1608
Teachers Insurance & Annuity Association of America
New York
$833M +$111M +15% 13.7% – 165 7.88% 4.1
Wellesley Asset Management
1609
Wellesley Asset Management
New Hampshire
$832M -$17.3M -2% 1.31% 0% 40 0% 1.4
Bloom Tree Partners
1610
Bloom Tree Partners
New York
$832M +$130M +19% 27% 20.4% 36 66.67% 0.7
Rothschild Investment LLC
1611
Rothschild Investment LLC
Illinois
$831M +$65.1M +8% 19.3% 99.4% 465 14.41% 3.7
Community Trust & Investment
1612
Community Trust & Investment
Kentucky
$831M +$122M +17% 18.3% 123% 66 12.12% 3.1
P. Schoenfeld Asset Management (PSAM)
1613
P. Schoenfeld Asset Management (PSAM)
New York
$826M -$104M -11% 145% 367% 93 65.59% 0.2
SGCIA
1614
Smith Graham & Co Investment Advisors
Texas
$825M +$184M +29% 30.9% 56.9% 135 3.7% 5.2
CIA
1615
CSat Investment Advisory
Michigan
$825M +$354M +75% 22.7% 87.4% 1,199 18.85% 1.4
Fulton Breakefield Broenniman
1616
Fulton Breakefield Broenniman
Maryland
$823M +$153M +23% 18.4% 68% 172 16.28% 2.1
Valley Forge Capital Management
1617
Valley Forge Capital Management
Florida
$823M +$351M +74% 30.1% 49% 10 10% 2.7
Vigilant Capital Management
1618
Vigilant Capital Management
Maine
$822M +$137M +20% 21.5% 48.8% 363 25.9% 3.2
Chas P. Smith & Associates (CPS)
1619
Chas P. Smith & Associates (CPS)
Florida
$822M +$98.2M +14% 16.6% 64.4% 103 14.56% 4.6
Norris Perne & French
1620
Norris Perne & French
Michigan
$822M +$155M +23% 20.2% 91.1% 141 21.99% 3.6
Wealthcare Capital Management
1621
Wealthcare Capital Management
Virginia
$822M +$78.7M +11% 12.2% 46.2% 279 81.36% 5
Amica Mutual Insurance
1622
Amica Mutual Insurance
Rhode Island
$822M +$98.5M +14% 21.9% 80.4% 222 15.77% 3.3
CCMP Capital
1623
CCMP Capital
New York
$820M +$145M +21% 21.5% 12.3% 1 0% 2.8
Lone Star Global Acquisitions
1624
Lone Star Global Acquisitions
Bermuda
$820M +$315M +62% 73.1% 380% 2 0% 3.4
Corient Capital Partners
1625
Corient Capital Partners
California
$820M +$186M +29% 21.5% 39.2% 526 29.28% 1.7