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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)
Bragg Financial Advisors
1726
Bragg Financial Advisors
North Carolina
$560M +$5.04M +0.9% 3.15% 101% 259 7.72% 2.6
Godsey & Gibb Inc
1727
Godsey & Gibb Inc
Virginia
$559M +$8.62M +2% 1.68% 87.5% 58 6.9% 2.7
Endurance Wealth Management
1728
Endurance Wealth Management
Rhode Island
$558M +$25.6M +5% 5.59% 59% 527 9.3% 1.6
MIM
1729
Marco Investment Management
Georgia
$558M +$19.9M +4% 4.27% 127% 189 10.58% 2.5
Guardian Capital Advisors (Canada)
1730
Guardian Capital Advisors (Canada)
Ontario, Canada
$557M +$21M +4% 3.69% 26.1% 171 10.53% 2.6
GW & Wade
1731
GW & Wade
Massachusetts
$556M -$27.3M -5% 1.54% 32.2% 255 18.43% 1.6
Crosslink Capital
1732
Crosslink Capital
California
$555M -$1.16M -0.2% 13.1% 135% 38 31.58% 1.6
Dynamo Internacional Gestao de Recursos
1733
Dynamo Internacional Gestao de Recursos
Brazil
$554M +$31.6M +6% 6.28% 34.1% 11 18.18% 1.5
Next Financial Group
1734
Next Financial Group
Texas
$554M +$239M +76% 3.09% 85.4% 2,552 29.66% 1.3
Fukoku Mutual Life Insurance
1735
Fukoku Mutual Life Insurance
Japan
$554M +$42.5M +8% 0.05% 103% 299 3.01% 2.8
Bellevue Group
1736
Bellevue Group
Switzerland
$553M +$22M +4% 9.44% 159% 131 12.98% 0.5
Taurus Asset Management
1737
Taurus Asset Management
New York
$553M -$16.3M -3% 2.04% 26.9% 94 4.26% 2.5
Kahn Brothers Group
1738
Kahn Brothers Group
New York
$552M +$35.5M +7% 8.75% 53.4% 37 5.41% 3
First Long Island Investors
1739
First Long Island Investors
New York
$552M +$12.8M +2% 6.52% 85.5% 56 7.14% 2.2
Incline Global Management
1740
Incline Global Management
New York
$552M +$122M +28% 2.37% 40.1% 30 53.33% 0.4
CAM
1741
Centre Asset Management
New York
$551M -$13.8M -2% 6.52% 45.3% 89 39.33% 1.8
Baldwin Wealth Partners
1742
Baldwin Wealth Partners
Massachusetts
$551M +$65.2M +13% 5.67% 94.5% 596 31.38% 1.1
SCM
1743
Sorin Capital Management
Connecticut
$551M -$1.72B -76% 1.08% 28% 6 50% 0.9
Atwood & Palmer
1744
Atwood & Palmer
Missouri
$551M -$2.71M -0.5% 6.81% 90% 337 10.68% 2
Cornercap Investment Counsel
1745
Cornercap Investment Counsel
Georgia
$551M +$24.9M +5% 5.52% 55.4% 434 38.94% 0.9
Howard Capital Management (New York)
1746
Howard Capital Management (New York)
New York
$550M +$30M +6% 4.94% 76.8% 114 12.28% 2.3
Franklin Street Advisors
1747
Franklin Street Advisors
North Carolina
$550M +$22.8M +4% 5.35% 130% 224 21.88% 2.3
BLB&B Advisors
1748
BLB&B Advisors
Pennsylvania
$550M +$19.6M +4% 3.36% 71.6% 289 9% 2.4
Cape Cod Five Cents Savings Bank
1749
Cape Cod Five Cents Savings Bank
Massachusetts
$548M +$1.91M +0.3% 3.12% – 186 3.23% 2.8
Nexus Investment Management
1750
Nexus Investment Management
Ontario, Canada
$548M +$24.2M +5% 7.51% 77.5% 72 8.33% 2.6