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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)
Main Street Research
1801
Main Street Research
Connecticut
$657M +$37.4M +6% 8.13% 232% 117 10.26% 2.7
WCM
1802
Wallace Capital Management
Texas
$657M +$32.8M +5% 1.37% 62.3% 75 8% 2.9
Albion Financial Group
1803
Albion Financial Group
Utah
$657M +$1.9M +0.3% 4.74% 79.6% 204 8.33% 2.9
NAM
1804
North American Management
Massachusetts
$657M +$21.9M +3% 6.95% 61.7% 138 10.14% 3.1
Newport Asia
1805
Newport Asia
California
$656M -$18.7M -3% 1.86% – 6 0% 2.8
MIM
1806
Marco Investment Management
Georgia
$656M +$15.5M +2% 7.13% 127% 193 13.47% 3.3
Dean Investment Associates
1807
Dean Investment Associates
Ohio
$655M -$2.9M -0.4% 4.67% 63.5% 227 18.94% 2
Prospera Financial Services
1808
Prospera Financial Services
Texas
$655M -$2.85M -0.4% 5% 97.4% 472 25% 2
NM
1809
Newtyn Management
New York
$654M +$35.1M +6% 7.97% 52% 25 28% 0.9
MainStreet Investment Advisors
1810
MainStreet Investment Advisors
Illinois
$653M – – 5.79% 61% 161 – 0
Acropolis Investment Management
1811
Acropolis Investment Management
Missouri
$653M +$41.2M +7% 4.36% 51% 154 9.74% 3.2
L & S Advisors
1812
L & S Advisors
California
$653M +$54.9M +9% 7.56% 231% 339 23.89% 0.7
Arosa Capital Management
1813
Arosa Capital Management
Florida
$652M -$55.8M -8% 10.6% 536% 78 56.41% 0.4
Black-and-white Capital
1814
Black-and-white Capital
California
$652M +$66.9M +11% 13.1% 265% 42 64.29% 0.4
Shanda Asset Management Holdings
1815
Shanda Asset Management Holdings
British Virgin Islands
$652M -$98.7M -13% 26.3% 125% 53 41.51% 0.8
Pictet North America Advisors
1816
Pictet North America Advisors
Switzerland
$651M +$19M +3% 5.31% 67.7% 139 9.35% 1.6
Everett Capital Advisors (UK)
1817
Everett Capital Advisors (UK)
United Kingdom
$649M -$25.1M -4% 1.34% 30.7% 48 62.5% 0.3
Cobalt Capital Management
1818
Cobalt Capital Management
New Jersey
$649M -$79.7M -11% 7.54% 235% 72 56.94% 0.6
Eagle Ridge Investment Management
1819
Eagle Ridge Investment Management
Connecticut
$648M +$43.9M +7% 7.17% 28.2% 181 12.15% 1.7
Aureus Asset Management
1820
Aureus Asset Management
Massachusetts
$646M +$13.6M +2% 5.85% 93.9% 193 11.92% 1.8
Summit Global Investments
1821
Summit Global Investments
Utah
$646M +$6.3M +1% 8.28% 60.4% 292 34.59% 0.6
Leonard Green & Partners
1822
Leonard Green & Partners
California
$645M -$26.7M -4% 12.6% 53.9% 3 0% 2.6
Colonial Trust Advisors
1823
Colonial Trust Advisors
South Carolina
$645M +$190M +42% 6.76% 80% 161 13.04% 2.9
Park Presidio Capital
1824
Park Presidio Capital
California
$645M +$30M +5% 8.14% 94.1% 19 36.84% 0.9
Appleton Partners
1825
Appleton Partners
Massachusetts
$645M +$51.2M +9% 6.72% 101% 263 10.65% 2.3