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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)
WealthSource Partners
1801
WealthSource Partners
California
$667M +$32.8M +5% 1.12% 16.8% 482 19.09% 1.3
Provident Investment Management
1802
Provident Investment Management
Michigan
$667M -$7.63M -1% 2.27% 90.8% 59 13.56% 4
Grassi Investment Management
1803
Grassi Investment Management
California
$667M -$10.4M -2% 0.62% 170% 128 14.84% 4
Cambria Investment Management
1804
Cambria Investment Management
California
$667M +$16.5M +3% 1.72% 72% 239 15.48% 1.9
Beese Fulmer Investment Management
1805
Beese Fulmer Investment Management
Ohio
$666M +$138M +26% 2.51% 124% 216 20.83% 3.4
Murphy Capital Management
1806
Murphy Capital Management
New Jersey
$665M -$4.57M -0.7% 1.35% 41.6% 243 6.17% 4.8
Nationwide Fund Advisors
1807
Nationwide Fund Advisors
Ohio
$665M -$122M -15% 1.2% 28.3% 6 16.67% 1.5
Central Securities
1808
Central Securities
New York
$665M +$8.98M +1% 2.17% 90.2% 35 2.86% 4.3
MPAM
1809
Monarch Partners Asset Management
Massachusetts
$665M -$32M -5% 0.82% 136% 202 36.14% 1
Baldwin Wealth Partners
1810
Baldwin Wealth Partners
Massachusetts
$664M -$14.3M -2% 2.38% 94.5% 553 11.03% 2.9
O'Shares Investment Advisers
1811
O'Shares Investment Advisers
Massachusetts
$664M +$39.3M +6% 1.45% 71.8% 428 42.52% 0.5
KLS Diversified Asset Management
1812
KLS Diversified Asset Management
New York
$664M -$255M -28% 23.9% 156% 21 52.38% 0.6
First Light Asset Management
1813
First Light Asset Management
Minnesota
$662M -$58.7M -8% 4.94% 364% 81 22.22% 2.3
Capital International
1814
Capital International
California
$661M +$240M +57% 1.08% 147% 147 14.29% 2.9
Executive Wealth Management
1815
Executive Wealth Management
Michigan
$660M -$47.3M -7% 1.82% 18.4% 937 86.23% 0.7
Nicolet Advisory Services
1816
Nicolet Advisory Services
Wisconsin
$659M +$4.27M +0.7% 0.79% 62.7% 170 8.24% 0.5
Guinness Asset Management
1817
Guinness Asset Management
United Kingdom
$659M +$42.8M +7% 0.45% 73.9% 106 4.72% 3.5
LBMC Investment Advisors
1818
LBMC Investment Advisors
Tennessee
$659M -$1.88M -0.3% 0.12% 52.8% 104 10.58% 3.6
Blueshift Asset Management
1819
Blueshift Asset Management
New Jersey
$658M -$103M -14% 2.34% 38.8% 1,074 72.44% 0.2
AH
1820
Allen Holding
New York
$657M +$603K +0.1% 3.1% 135% 12 25% 5
GC
1821
Gobi Capital
California
$657M +$155M +31% 2.22% 93.7% 12 33.33% 1.2
Forward Management
1822
Forward Management
California
$657M +$90.8M +16% 1.65% 36.9% 52 9.62% 2.7
Godsey & Gibb Inc
1823
Godsey & Gibb Inc
Virginia
$656M -$37.7M -5% 1.58% 87.5% 97 15.46% 3.1
BBR Partners
1824
BBR Partners
New York
$656M +$30.6M +5% 4.69% 63.4% 143 20.98% 1.8
Palisade Asset Management
1825
Palisade Asset Management
Minnesota
$656M +$11.8M +2% 2.64% 61.8% 174 5.75% 4.3