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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)
Buckhead Capital Management
1726
Buckhead Capital Management
Georgia
$511M -$36.5M -7% 7.87% 67.6% 207 13.04% 1.7
Motley Fool Asset Management
1727
Motley Fool Asset Management
Virginia
$510M -$52.9M -9% 5.34% 117% 93 25.81% 1.6
Delta Asset Management
1728
Delta Asset Management
Tennessee
$510M -$29.4M -5% 6.93% 53.8% 670 19.25% 1.6
Roffman Miller Associates
1729
Roffman Miller Associates
Pennsylvania
$510M -$16.9M -3% 4.73% 83.5% 65 4.62% 2.1
Rockland Trust
1730
Rockland Trust
Massachusetts
$509M +$5.28M +1% 5.27% 61.5% 159 18.24% 1.6
MFM
1731
Marianas Fund Management
New York
$508M -$28.4M -5% 5.11% 26% 39 74.36% 0.2
Broadwood Capital
1732
Broadwood Capital
New York
$508M -$79.3M -14% 15.7% 110% 7 14.29% 1.5
CK
1733
Cohen Klingenstein
New York
$507M -$48.8M -9% 7.17% 99.1% 160 4.38% 2.2
AR
1734
Argyll Research
Delaware
$506M +$331M +189% 19.5% 0.8% 7 57.14% 1
Iconiq Capital
1735
Iconiq Capital
California
$506M -$53.7M -10% 12.2% 0.21% 48 12.5% 1.3
MIM
1736
Marco Investment Management
Georgia
$506M -$92.9M -16% 8.71% 127% 201 11.94% 1.8
Mogy Joel R Investment Counsel
1737
Mogy Joel R Investment Counsel
California
$506M -$22.8M -4% 3.47% 121% 144 11.11% 2.1
Academy Capital Management
1738
Academy Capital Management
Texas
$505M +$22.7M +5% 7.85% 71.2% 49 18.37% 1.6
Winslow Asset Management
1739
Winslow Asset Management
Ohio
$505M -$75M -13% 11.2% 89.9% 91 3.3% 2
Steinberg Global Asset Management
1740
Steinberg Global Asset Management
Florida
$505M -$19.7M -4% 5.21% 32.8% 236 13.98% 1.6
Franklin Street Advisors
1741
Franklin Street Advisors
North Carolina
$504M -$54.2M -10% 6.95% 130% 259 18.92% 1.5
Cornercap Investment Counsel
1742
Cornercap Investment Counsel
Georgia
$504M -$55.7M -10% 11.3% 55.4% 433 42.26% 0.8
McGowan Group Asset Management
1743
McGowan Group Asset Management
Texas
$504M +$16M +3% 3.95% 69.8% 143 13.99% 0.6
North Point Portfolio Managers
1744
North Point Portfolio Managers
Ohio
$502M -$47.5M -9% 7.71% 72.8% 84 10.71% 1.9
EIM
1745
Emerson Investment Management
Massachusetts
$501M -$34.2M -6% 6.17% 26.1% 145 12.41% 1.9
Woodley Farra Manion Portfolio Management
1746
Woodley Farra Manion Portfolio Management
Indiana
$500M -$21M -4% 2.2% 68.1% 73 12.33% 1.8
Vigilant Capital Management
1747
Vigilant Capital Management
Maine
$500M -$52.3M -9% 7.2% 48.8% 326 30.37% 1.5
ICAS
1748
Investors Capital Advisory Services
Massachusetts
$498M -$46.9M -9% 7.31% 24.9% 788 14.59% 1.6
DAM
1749
Davis Asset Management
California
$498M +$11.5M +2% 6.84% 97.3% 24 0% 1.5
Wedbush Securities
1750
Wedbush Securities
California
$498M -$44M -8% 7.36% 99.9% 811 20.84% 1.4