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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)
Beach Point Capital Management
1826
Beach Point Capital Management
California
$509M -$38.3M -7% 0.58% 84.1% 30 23.33% 0.8
Schaper Benz & Wise Investment Counsel
1827
Schaper Benz & Wise Investment Counsel
Wisconsin
$509M +$1.23M +0.2% 0.69% 94.2% 96 3.13% 1.8
NAM
1828
Netols Asset Management
Wisconsin
$507M -$6.26M -1% 2.88% 41.7% 75 13.33% 1.6
Princeton Alpha Management
1829
Princeton Alpha Management
New Jersey
$507M +$41.6M +9% 3.86% 9.26% 1,050 71.05% 0.2
Grandeur Peak Global Advisors
1830
Grandeur Peak Global Advisors
Utah
$507M +$35.1M +7% 4.96% 96% 116 17.24% 1.2
SHIM
1831
Spruce House Investment Management
New York
$507M +$30.1M +6% 1.68% 863% 10 30% 0.4
Smithfield Trust
1832
Smithfield Trust
Pennsylvania
$507M +$356K +0.1% 0.83% 50% 837 8.84% 1.6
Smith Hayes Advisers
1833
Smith Hayes Advisers
Nebraska
$506M +$2.54M +0.5% 0.88% 35.2% 337 10.68% 1.5
GW & Wade
1834
GW & Wade
Massachusetts
$506M -$25.9M -5% 1.47% 32.2% 251 11.55% 0.7
SCGF III Management
1835
SCGF III Management
California
$505M -$11.1M -2% 11.9% – 3 0% 1.8
Strategic Point Investment Advisors
1836
Strategic Point Investment Advisors
Rhode Island
$505M +$240M +91% 0.82% 51.9% 13 15.38% 1.3
Kanaly Trust
1837
Kanaly Trust
Texas
$505M -$8.23M -2% 1.78% 11.6% 887 21.87% 1.1
Provident Investment Management
1838
Provident Investment Management
Michigan
$504M +$12.7M +3% 2.36% 69.5% 53 5.66% 1.7
Kopernik Global Investors
1839
Kopernik Global Investors
Florida
$504M +$105M +26% 3.54% 128% 24 16.67% 1.1
Campbell Newman Asset Management
1840
Campbell Newman Asset Management
Wisconsin
$504M -$40.7M -7% 0.67% 108% 88 5.68% 1.6
Rockland Trust
1841
Rockland Trust
Massachusetts
$504M +$30.8M +7% 1.51% 61.5% 144 7.64% 1.5
Dudley & Shanley
1842
Dudley & Shanley
Florida
$504M +$7.01M +1% 1.59% 67.9% 28 7.14% 1.5
Carret Asset Management
1843
Carret Asset Management
New York
$503M -$11.3M -2% 0.56% 94.4% 271 7.75% 1.8
Polaris Wealth Advisory Group
1844
Polaris Wealth Advisory Group
California
$503M -$47.1M -9% 0.1% 64% 87 34.48% 0.8
PGCM
1845
Prescott Group Capital Management
Oklahoma
$503M +$4.75M +1% 5.97% 148% 201 20.4% 1.2
Palisade Asset Management
1846
Palisade Asset Management
Minnesota
$503M -$5.8M -1% 1.06% 61.8% 138 3.62% 1.8
Kelly Lawrence W & Associates
1847
Kelly Lawrence W & Associates
California
$502M +$38.7M +8% 1.32% 123% 145 11.03% 1.1
Cadinha & Co
1848
Cadinha & Co
Hawaii
$502M -$482K -0.1% 1.27% 123% 117 13.68% 1.5
Richmond Hill Investments
1849
Richmond Hill Investments
New York
$502M +$123M +33% 4.77% 55.2% 15 33.33% 1
Benjamin F. Edwards & Company
1850
Benjamin F. Edwards & Company
Missouri
$502M +$25.1M +5% 1.66% 19.7% 1,240 13.63% 1.3