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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)
JCM
1826
Jag Capital Management
Missouri
$511M +$48.7M +11% 10.2% 230% 127 20.47% 1.6
Coastline Trust
1827
Coastline Trust
Rhode Island
$511M +$16.1M +3% 2.26% 106% 267 4.49% 2.6
JCM
1828
JD Capital Management
Connecticut
$510M +$278M +120% 3.6% 47.8% 28 53.57% 0.9
Comerica Securities
1829
Comerica Securities
Michigan
$510M +$38.3M +8% 3.49% 25.6% 383 20.63% 1.4
B. Riley Wealth Advisors
1830
B. Riley Wealth Advisors
Florida
$510M +$10.4M +2% 3.56% 118% 677 18.46% 1.6
CI
1831
Cooper Investors
Australia
$509M +$31.8M +7% 6.32% 57.5% 37 8.11% 1.5
Main Management
1832
Main Management
California
$508M -$46.9M -8% 4.53% 64.1% 45 8.89% 2.1
JC
1833
Joho Capital
New York
$508M +$141M +38% 28% 80.2% 11 9.09% 1
Evergreen Capital Management
1834
Evergreen Capital Management
Washington
$508M +$47.6M +10% 1.95% 77.2% 112 16.07% 1.8
WDA
1835
Wendell David Associates
New Hampshire
$507M -$2.52M -0.5% 0.98% 46% 142 2.11% 2.9
CC
1836
Courier Capital
New York
$505M +$4.55M +0.9% 3.05% 70.8% 295 14.92% 2.5
PBRA
1837
Pine Brook Road Advisors
New York
$504M +$66.4M +15% 16% – 3 0% 2.5
Strategic Financial Services
1838
Strategic Financial Services
New York
$504M +$5.02M +1% 3.42% 58.7% 105 9.52% 2.4
Welch Group
1839
Welch Group
Alabama
$503M +$12.2M +2% 0.64% 73.2% 141 14.18% 2.4
HBK Sorce Advisory
1840
HBK Sorce Advisory
Pennsylvania
$503M +$35.8M +8% 3.22% 58.2% 298 13.76% 1.7
KMC
1841
Kirr Marbach & Co
Indiana
$503M +$36.2M +8% 10.6% 121% 79 17.72% 1.6
Evensky & Katz
1842
Evensky & Katz
Florida
$502M +$50.1M +11% 1.99% 57.1% 50 6% 2.8
MN Services Vermogensbeheer
1843
MN Services Vermogensbeheer
Netherlands
$502M +$69.4M +16% 4.51% 149% 623 2.25% 0.5
CAM
1844
Cypress Asset Management
Texas
$502M -$993K -0.2% 1.21% 141% 210 8.1% 2.3
NA
1845
Newport Asia
California
$500M +$155M +45% 22.8% – 7 14.29% 1.4
Aureus Asset Management
1846
Aureus Asset Management
Massachusetts
$500M +$35.4M +8% 4.74% 93.9% 159 25.16% 1.3
Nine Masts Capital
1847
Nine Masts Capital
Hong Kong
$498M +$82.8M +20% 9.7% 88.1% 91 57.14% 0.3
Prospera Financial Services
1848
Prospera Financial Services
Texas
$498M +$14.3M +3% 1.65% 97.4% 418 24.16% 1.5
AUIM
1849
Aegon USA Investment Management
Iowa
$496M +$73.2M +17% 2.03% 39.9% 46 2.17% 1.3
Tufton Capital Management
1850
Tufton Capital Management
Maryland
$496M +$2.13M +0.4% 1.67% 96.1% 111 7.21% 2.5