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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)
SCA
1626
Summit Creek Advisors
Minnesota
$550M -$12M -2% 10.1% 68.8% 52 11.54% 0.5
First National Trust
1627
First National Trust
Pennsylvania
$549M +$38.6M +8% 7.58% 82.9% 258 13.57% 0.4
NAM
1628
Nexus Asset Management
New York
$549M – – 2.39% – 42 – 0
Natixis Investment Managers International
1629
Natixis Investment Managers International
France
$549M +$109M +25% 10.3% 34.7% 157 26.75% 0.4
SXM
1630
SC XII Management
California
$548M – – 33.6% 73.4% 3 – 0
Legacy Private Trust
1631
Legacy Private Trust
Wisconsin
$547M +$74.1M +16% 8.35% 71.1% 224 28.57% 0.4
Segantii Capital Management
1632
Segantii Capital Management
Hong Kong
$547M – – 3.63% 33.1% 15 – 0
Woodley Farra Manion Portfolio Management
1633
Woodley Farra Manion Portfolio Management
Indiana
$546M +$60.8M +13% 9.83% 68.1% 86 18.6% 0.4
CDH
1634
Charles D. Hyman
$545M +$40.8M +8% 8.22% 36.8% 149 4.03% 0.5
LPPI
1635
LS Power Partners II
New York
$545M -$155M -22% 0.02% 27.3% 2 0% 0.5
RCM
1636
Raging Capital Management
New Jersey
$545M -$35.7M -6% 2.99% 6.41% 60 58.33% 0.2
DS
1637
Dalal Street
Texas
$544M +$84.2M +18% 16.8% 92.7% 6 0% 0.5
Community Trust & Investment
1638
Community Trust & Investment
Kentucky
$544M +$55.3M +11% 8.94% 123% 71 9.86% 0.5
MIM
1639
Martin Investment Management
Florida
$542M +$81.9M +18% 13% 44.7% 52 17.31% 0.4
Forvis Mazars Wealth Advisors
1640
Forvis Mazars Wealth Advisors
Missouri
$540M +$52.3M +11% 6.93% 68.2% 158 7.59% 0.4
MP
1641
Makaira Partners
California
$540M +$68.7M +15% 8.08% 22% 11 27.27% 0.4
GII
1642
Gryphon International Investment
Ontario, Canada
$539M +$26.6M +5% 0% 5.67% 25 4% 0.5
BL
1643
Bolton LP
Connecticut
$539M +$173M +47% 11.4% – 360 48.33% 0.2
CSC
1644
Cove Street Capital
California
$539M +$46.8M +10% 7.47% 84.2% 76 17.11% 0.4
Cadinha & Co
1645
Cadinha & Co
Hawaii
$539M +$39.9M +8% 8.26% 123% 98 12.24% 0.4
QV Investors
1646
QV Investors
Alberta, Canada
$537M – – 8.33% 66.3% 22 – 0
1GA
1647
1st Global Advisors
Texas
$536M +$44.1M +9% 7.31% 23.5% 435 19.77% 0.4
SCM
1648
SIR Capital Management
New York
$535M -$65.4M -11% 5.15% 71.1% 86 62.79% 0.3
FIM
1649
Frontier Investment Management
Texas
$535M -$13.6M -2% 6.11% 16.4% 165 23.03% 0.4
Albion Financial Group
1650
Albion Financial Group
Utah
$533M +$64.6M +14% 14.4% 68% 194 22.68% 0.4