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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)
Stoneridge Investment Partners
1676
Stoneridge Investment Partners
Pennsylvania
$518M -$2.88M -0.6% 1.44% 44.2% 262 44.27% 0.4
Cobblestone Capital Advisors
1677
Cobblestone Capital Advisors
New York
$518M -$6.06M -1% 1.25% 83.3% 167 10.78% 0.7
Citizens Business Bank
1678
Citizens Business Bank
California
$517M +$21.2M +4% 2.44% 108% 308 19.81% 0.6
Ashford Capital Management
1679
Ashford Capital Management
Delaware
$517M -$8.32M -2% 1.66% 150% 141 14.18% 0.6
Hellman & Friedman Investors V
1680
Hellman & Friedman Investors V
Cayman Islands
$516M -$254M -33% 2.54% – 2 0% 0.8
GWI
1681
Grace & White Inc
New York
$516M -$3.09M -0.6% 2.44% 59.6% 148 4.05% 0.7
Front Barnett Associates
1682
Front Barnett Associates
Illinois
$516M +$3.94M +0.8% 1.91% 40.5% 113 3.54% 0.7
JCM
1683
JD Capital Management
Connecticut
$516M -$116M -18% 0.8% 47.8% 195 79.49% 0.2
Endurance Wealth Management
1684
Endurance Wealth Management
Rhode Island
$515M +$9.4M +2% 2.58% 59% 166 6.63% 0.7
PS
1685
Presima Securities
Quebec, Canada
$515M +$84.7M +20% 10.5% 10.3% 28 17.86% 0.5
KLS Professional Advisors Group
1686
KLS Professional Advisors Group
New York
$514M +$29.8M +6% 2.02% 38% 2 0% 0.8
Kanaly Trust
1687
Kanaly Trust
Texas
$514M +$12.5M +2% 2.09% 11.6% 721 26.07% 0.3
Highland Capital Management (Tennessee)
1688
Highland Capital Management (Tennessee)
Tennessee
$514M +$11.5M +2% 1.91% 142% 140 10% 0.7
Standard General
1689
Standard General
New York
$514M -$101M -16% 18.6% 259% 4 0% 0.3
First Financial Bank - Trust Division
1690
First Financial Bank - Trust Division
Ohio
$513M -$14.6M -3% 0.89% 68.6% 190 7.89% 0.7
Catterton Management Company
1691
Catterton Management Company
Connecticut
$513M -$47.6M -8% 6.49% 13.2% 2 0% 0.8
Broadwood Capital
1692
Broadwood Capital
New York
$512M +$15.2M +3% 11.6% 110% 7 14.29% 0.8
Albert D. Mason Inc
1693
Albert D. Mason Inc
Massachusetts
$512M +$3.69M +0.7% 1.42% 82% 135 8.89% 0.7
Nexus Investment Management
1694
Nexus Investment Management
Ontario, Canada
$511M +$14.4M +3% 1.28% 77.5% 74 14.86% 0.7
Biglari Capital Corp
1695
Biglari Capital Corp
Texas
$510M -$55.6M -10% 9.69% 72.7% 5 0% 0.5
Norris Perne & French
1696
Norris Perne & French
Michigan
$510M -$23.6M -4% 1.09% 91.1% 233 43.78% 0.6
Contravisory Investment Management
1697
Contravisory Investment Management
Massachusetts
$509M -$11.4M -2% 0.42% 135% 171 37.43% 0.5
Sterne Agee Group
1698
Sterne Agee Group
Alabama
$509M +$205M +67% 3.03% – 277 30.69% 0.4
Chautauqua Capital Management
1699
Chautauqua Capital Management
Colorado
$508M +$55.6M +12% 7.58% – 24 4.17% 0.7
Ulysses Management
1700
Ulysses Management
New York
$508M -$76.2M -13% 1.04% 51.8% 65 36.92% 0.5