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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)
Kimelman & Baird
1701
Kimelman & Baird
New York
$643M -$151M -19% 13.9% – 108 12.04% 4
Connors Investor Services
1702
Connors Investor Services
Pennsylvania
$642M -$102M -14% 11.9% 125% 154 15.58% 3.6
Clearstead Advisors
1703
Clearstead Advisors
Ohio
$642M -$87.2M -12% 13.7% 71.4% 266 22.93% 1.5
Albion Financial Group
1704
Albion Financial Group
Utah
$642M -$97.2M -13% 12.2% 79.6% 214 14.49% 3.4
Prospector Partners
1705
Prospector Partners
Connecticut
$642M -$82.5M -11% 10.1% 53.6% 125 17.6% 3.3
Summit Partners
1706
Summit Partners
Massachusetts
$642M -$87M -12% 6.02% 13.7% 8 12.5% 2.4
Kanawha Capital Management
1707
Kanawha Capital Management
Virginia
$640M -$78.5M -11% 10.8% 74.5% 172 6.4% 4.6
Norris Perne & French
1708
Norris Perne & French
Michigan
$640M -$124M -16% 12.5% 91.1% 142 14.08% 3.6
Strategic Financial Services
1709
Strategic Financial Services
New York
$639M -$32.1M -5% 10% 58.7% 149 32.21% 3
MG
1710
Magnolia Group
Nebraska
$639M +$89.1M +16% 15.4% 9.52% 11 36.36% 0.9
ALAM
1711
Asahi Life Asset Management
Japan
$639M – – 11.4% 122% 178 – 0
Essex Investment Management
1712
Essex Investment Management
Massachusetts
$637M -$214M -25% 14.8% 370% 581 49.57% 1.4
Moors & Cabot
1713
Moors & Cabot
Massachusetts
$637M -$182M -22% 12.8% 124% 598 18.39% 3.2
Sheaff Brock Investment Advisors
1714
Sheaff Brock Investment Advisors
Indiana
$636M -$422M -40% 14.2% 61.9% 561 21.75% 2.2
Oakmont Corp
1715
Oakmont Corp
California
$636M -$133M -17% 22.3% 70.2% 18 27.78% 2.3
Aureus Asset Management
1716
Aureus Asset Management
Massachusetts
$636M -$150M -19% 13.1% 93.9% 191 14.66% 2.7
LPC
1717
Lion Point Capital
New York
$636M -$429M -40% 21.2% 319% 44 40.91% 0.9
Dai-ichi Life Holdings
1718
Dai-ichi Life Holdings
Japan
$635M -$191M -23% 23.1% – 1 0% 1.5
Pelham Capital
1719
Pelham Capital
United Kingdom
$635M -$163M -20% 23.4% 135% 9 11.11% 0.8
Hartford Funds Management
1720
Hartford Funds Management
Pennsylvania
$635M +$288M +83% 2.53% 26.8% 4 0% 0.4
E-L Financial Corp
1721
E-L Financial Corp
Ontario, Canada
$635M -$65.2M -9% 13.9% 68.6% 2 0% 2
Bramshill Investments
1722
Bramshill Investments
Florida
$634M +$249M +65% 9.72% 3.6% 236 45.34% 0.5
Annex Advisory Services
1723
Annex Advisory Services
Wisconsin
$634M -$12.8M -2% 14.1% 85.8% 144 17.36% 2.9
Goldentree Asset Management
1724
Goldentree Asset Management
New York
$634M -$938M -60% 22.6% 27.7% 37 54.05% 0.5
Spirit of America Management Corp
1725
Spirit of America Management Corp
New York
$634M -$171M -21% 15.8% 113% 256 7.81% 3.4