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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)
Provident Investment Management
1826
Provident Investment Management
Michigan
$675M +$65.7M +11% 7.02% 69.5% 60 15% 3.7
Private Capital Management (Florida)
1827
Private Capital Management (Florida)
Florida
$674M +$12.5M +2% 3.03% 118% 50 16% 3.3
Lone Star Global Acquisitions
1828
Lone Star Global Acquisitions
Bermuda
$672M +$234M +53% 59.7% 380% 2 0% 2.4
Waverly Advisors
1829
Waverly Advisors
Alabama
$671M +$25.4M +4% 2.97% 67.6% 132 6.06% 3.2
VDBMI
1830
Van Den Berg Management I
Texas
$671M -$56.4M -8% 2.55% 187% 67 10.45% 3.4
Murphy Capital Management
1831
Murphy Capital Management
New Jersey
$670M +$14.4M +2% 3.77% 41.6% 256 9.77% 4.6
FC
1832
Fore Capital
New York
$670M -$1.02M -0.2% 0% 25.4% 98 62.24% 0.3
Barton Investment Management
1833
Barton Investment Management
Pennsylvania
$669M +$69.9M +12% 13% 80.3% 40 0% 5.2
Folger Nolan Fleming Douglas Capital Management
1834
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$669M +$372K +0.1% 0.27% 77.5% 170 4.12% 4.6
Denali Advisors
1835
Denali Advisors
California
$669M +$44M +7% 3.11% 106% 337 33.53% 1.5
WDA
1836
Wendell David Associates
New Hampshire
$666M +$24.1M +4% 5.11% 46% 156 1.92% 4.7
Foundations Investment Advisors
1837
Foundations Investment Advisors
Arizona
$666M +$89.8M +16% 3.11% 80.9% 129 32.56% 0.5
Spirit of America Management Corp
1838
Spirit of America Management Corp
New York
$666M -$18.3M -3% 0.24% 113% 249 3.61% 3.7
WealthPLAN Partners
1839
WealthPLAN Partners
Nebraska
$664M +$23.7M +4% 2.75% 71.6% 285 24.91% 2.2
OCM
1840
Opti Capital Management
New York
$664M +$290M +78% 0% 0.01% 32 0% 0.2
1834 Investment Advisors
1841
1834 Investment Advisors
Wisconsin
$663M +$6.89M +1% 2.2% 68.7% 466 17.6% 2.2
Smith Salley Wealth Management
1842
Smith Salley Wealth Management
North Carolina
$663M +$42M +7% 3.9% 106% 194 12.89% 3.2
BSPF
1843
British Steel Pension Fund
United Kingdom
$662M +$89.9M +16% 2.83% 29.7% 184 10.33% 3.6
LBMC Investment Advisors
1844
LBMC Investment Advisors
Tennessee
$661M +$30.4M +5% 2.4% 52.8% 102 7.84% 3.6
Foster Dykema Cabot & Co
1845
Foster Dykema Cabot & Co
Massachusetts
$661M +$42.3M +7% 4.05% 34% 100 5% 4.1
J.L. Bainbridge & Co
1846
J.L. Bainbridge & Co
Florida
$661M -$20.4M -3% 5.3% 118% 86 32.56% 0.6
Regis Management Company
1847
Regis Management Company
California
$660M +$18.1M +3% 1.27% 5.33% 64 14.06% 3.7
Ithaka Group
1848
Ithaka Group
Virginia
$660M +$32.1M +5% 7.21% 143% 37 5.41% 3.6
Wintrust Investments
1849
Wintrust Investments
Illinois
$659M +$43.6M +7% 3.12% 27.5% 383 14.88% 1.6
Oakmont Corp
1850
Oakmont Corp
California
$659M -$51.7M -7% 10.9% 70.2% 18 16.67% 2.2