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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)
Bridges Investment Management
1701
Bridges Investment Management
Nebraska
$564M +$30.9M +6% 5% 77.9% 144 11.81% 1.3
AAA
1702
Adams Asset Advisors
Texas
$563M -$31.1M -5% 7.32% 66.8% 89 16.85% 0.9
FWSM
1703
First Wilshire Securities Management
California
$563M +$9.24M +2% 3.04% 135% 135 9.63% 1.3
CCA
1704
Cobblestone Capital Advisors
New York
$562M +$20.3M +4% 1.94% 83.3% 168 8.33% 1.3
FPM
1705
Francisco Partners Management
California
$562M – – 32.8% 14.3% 2 – 0
MAM
1706
Myriad Asset Management
Hong Kong
$561M -$349M -38% 1.43% 149% 35 42.86% 0.3
DLG
1707
Daniel L. Goodwin
$561M +$102M +22% 10.5% 72.6% 143 30.77% 0.9
LSCM
1708
Light Street Capital Management
California
$561M -$146M -21% 1.35% 377% 49 63.27% 0.6
First National Trust
1709
First National Trust
Pennsylvania
$561M +$31.9M +6% 5.01% 82.9% 257 10.89% 1.3
SPM
1710
Symmetry Peak Management
Pennsylvania
$560M -$232M -29% 6.53% 320% 172 70.35% 0.2
AGM
1711
Alpine Global Management
New York
$560M +$426M +319% 4.26% 149% 659 89.53% 0.1
VWM
1712
Valley Wealth Managers
New Jersey
$559M +$37.2M +7% 6.61% 118% 115 17.39% 1.2
EWM
1713
Endurance Wealth Management
Rhode Island
$559M +$22.9M +4% 4.98% 59% 183 7.1% 1.2
NCA
1714
Newbrook Capital Advisors
New York
$558M -$363M -39% 11.3% 299% 34 70.59% 0.4
TAM
1715
Taurus Asset Management
New York
$558M +$42.1M +8% 6.02% 26.9% 106 16.98% 1.3
OIM
1716
Opus Investment Management
Massachusetts
$558M +$32.2M +6% 4.88% 52.8% 85 8.24% 1.3
HC
1717
Hourglass Capital
Texas
$556M -$197M -26% 9.13% 89.6% 126 11.9% 1.2
Stratos Wealth Partners
1718
Stratos Wealth Partners
Ohio
$556M +$129M +30% 2.91% 83.3% 541 47.87% 0.3
NC
1719
Nevsky Capital
United Kingdom
$555M +$379K +0.1% 4.48% – 19 68.42% 0.4
KB
1720
Kimelman & Baird
New York
$555M +$25.8M +5% 3.77% – 125 17.6% 1.2
PPCM
1721
Pillar Pacific Capital Management
California
$554M +$7.81M +1% 4.41% 85% 305 6.23% 1.4
EA
1722
Ecofin Advisors
United Kingdom
$554M -$9.19M -2% 0.37% 77% 69 47.83% 0.8
TS
1723
Twin Securities
New York
$554M +$25.2M +5% 1.4% 506% 23 65.22% 0.5
TC
1724
Towle & Co
Colorado
$553M +$59.1M +12% 22% 172% 36 19.44% 1.3
ASA
1725
Armstrong Shaw Associates
Connecticut
$553M +$2.78M +0.5% 5.69% 51.2% 45 13.33% 1.3