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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)
John G. Ullman & Associates
1651
John G. Ullman & Associates
New York
$540M +$16M +3% 3.38% 156% 156 10.26% 0.7
Woodstock Corp
1652
Woodstock Corp
Massachusetts
$538M -$12.9M -2% 2.46% 115% 181 10.5% 0.7
1GA
1653
1st Global Advisors
Texas
$537M +$75K +0% 1.63% 23.5% 441 18.14% 0.6
Kimelman & Baird
1654
Kimelman & Baird
New York
$536M +$13.7M +3% 2.03% – 116 14.66% 0.6
FineMark National Bank & Trust
1655
FineMark National Bank & Trust
Florida
$534M +$50.6M +10% 1.36% 69.8% 1,692 23.82% 0.6
Avity Investment Management
1656
Avity Investment Management
Connecticut
$534M +$10.2M +2% 2.05% 119% 59 11.86% 0.7
GoodHaven Capital Management
1657
GoodHaven Capital Management
New Jersey
$533M +$47.2M +10% 1.12% 80.7% 27 11.11% 0.7
J.V. Bruni & Co
1658
J.V. Bruni & Co
Colorado
$533M +$11.9M +2% 2.65% 97.9% 32 0% 0.7
Cove Street Capital
1659
Cove Street Capital
California
$532M -$6.5M -1% 1.93% 84.2% 77 22.08% 0.6
PCM
1660
Proxima Capital Management
New York
$531M +$86M +19% 1.13% 20.7% 47 42.55% 0.4
Baker Street Capital Management
1661
Baker Street Capital Management
California
$530M -$324M -38% 3.6% 78.6% 9 66.67% 0.3
PGCM
1662
Prescott Group Capital Management
Oklahoma
$530M +$3.44M +0.7% 1.65% 148% 238 28.99% 0.5
Stifel Trust
1663
Stifel Trust
Missouri
$530M -$2.57M -0.5% 2.09% – 464 6.47% 0.7
Kanawha Capital Management
1664
Kanawha Capital Management
Virginia
$529M +$3.97M +0.8% 1.4% 74.5% 159 4.4% 0.7
McClain Value Management
1665
McClain Value Management
Connecticut
$528M +$20.2M +4% 4.03% 2.83% 40 20% 0.6
Towle & Co
1666
Towle & Co
Colorado
$528M +$4.99M +1% 2.54% 172% 35 2.86% 0.7
Martin Investment Management
1667
Martin Investment Management
Florida
$526M -$16.7M -3% 0.91% 44% 50 10% 0.7
Guardian Capital Advisors (Canada)
1668
Guardian Capital Advisors (Canada)
Ontario, Canada
$525M +$14.4M +3% 1.47% 26.1% 186 12.9% 0.6
Yorktown Management & Research Company
1669
Yorktown Management & Research Company
Virginia
$525M +$28.2M +6% 1.02% 223% 487 21.77% 0.5
Overbrook Management Corp
1670
Overbrook Management Corp
New York
$525M -$768K -0.1% 2.58% 157% 89 24.72% 0.6
Decatur Capital Management
1671
Decatur Capital Management
Georgia
$525M +$6.37M +1% 5.14% 135% 114 42.11% 0.4
DMK
1672
David M. Knott
$523M +$32.9M +7% 11.4% 81% 71 15.49% 0.7
Truepoint Inc
1673
Truepoint Inc
Ohio
$522M +$16.9M +3% 1.79% 43.4% 17 11.76% 0.6
Starwood Real Estate Securities
1674
Starwood Real Estate Securities
Connecticut
$521M -$168M -24% 6.19% – 29 55.17% 0.4
Berkshire Asset Management
1675
Berkshire Asset Management
Pennsylvania
$519M -$11.6M -2% 1.83% 70.4% 173 12.72% 0.6