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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)
JFS Wealth Advisors
1651
JFS Wealth Advisors
Pennsylvania
$572M +$25.8M +5% 5.69% 54.8% 522 13.41% 0.4
GIM
1652
Gyrus Investment Management
Ontario, Canada
$571M +$13.9M +2% 1.79% – 108 9.26% 1
Gerstein Fisher
1653
Gerstein Fisher
New York
$569M +$41.6M +8% 1.26% 28.7% 414 24.15% 0.8
CL
1654
Croft-Leominster
Maryland
$568M -$21.5M -4% 3.44% 38% 218 20.64% 0.9
PCM
1655
Panning Capital Management
New York
$568M +$147M +35% 11% 349% 18 77.78% 0.3
CK
1656
Cohen Klingenstein
New York
$567M +$43.2M +8% 0.35% 99.1% 161 3.73% 1.2
Freedom Investment Management
1657
Freedom Investment Management
Connecticut
$567M -$28.1M -5% 1% 68.5% 571 25.74% 0.8
Martin Investment Management
1658
Martin Investment Management
Florida
$566M +$9.23M +2% 0.86% 44% 53 15.09% 1
Webster Bank
1659
Webster Bank
Connecticut
$566M -$14M -2% 1.18% 77.5% 204 9.8% 1.1
Albion Financial Group
1660
Albion Financial Group
Utah
$565M -$12.8M -2% 1.53% 79.6% 201 14.43% 1
Winslow Asset Management
1661
Winslow Asset Management
Ohio
$564M -$40.5M -7% 2.95% 89.9% 92 6.52% 1.1
Investment Centers of America
1662
Investment Centers of America
North Dakota
$564M +$125M +29% 1.33% 23.2% 440 22.95% 0.7
Ecofin Advisors
1663
Ecofin Advisors
United Kingdom
$563M -$26.3M -4% 6.71% 77% 74 21.62% 0.8
WMC
1664
Westwood Management Corporation
Illinois
$563M -$40.1M -7% 1.57% 44.3% 91 19.78% 1.1
SCM
1665
SIR Capital Management
New York
$561M -$195M -26% 7.44% 71.1% 88 57.95% 0.4
Jefferies Financial Group
1666
Jefferies Financial Group
New York
$559M +$12.4M +2% 2.93% 135% 2 0% 0.9
PCM
1667
Prime Capital Management
Hong Kong
$559M +$151M +37% 3.85% 579% 12 25% 0.5
Dorsal Capital Management
1668
Dorsal Capital Management
California
$558M -$8.96M -2% 6.09% 99.6% 41 43.9% 0.6
IMOV
1669
Investment Management of Virginia
Virginia
$557M -$62M -10% 6.3% 93.4% 160 11.25% 1.1
Oakmont Corp
1670
Oakmont Corp
California
$557M -$34.4M -6% 2.67% 70.2% 23 34.78% 0.8
NC
1671
Nevsky Capital
United Kingdom
$555M -$20.6M -4% 6.42% – 13 53.85% 0.5
IFC Holdings
1672
IFC Holdings
Florida
$555M +$8.21M +2% 0.57% 25.1% 378 11.64% 1
Folger Nolan Fleming Douglas Capital Management
1673
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$554M +$9.47M +2% 2.88% 77.5% 185 14.05% 1.1
First Wilshire Securities Management
1674
First Wilshire Securities Management
California
$554M -$91M -14% 6.67% 135% 132 7.58% 1.1
Muhlenkamp & Co
1675
Muhlenkamp & Co
Pennsylvania
$554M -$13.3M -2% 1.66% 107% 74 21.62% 0.9