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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)
Dudley & Shanley
1851
Dudley & Shanley
Florida
$451M -$52.4M -10% 9.9% 67.9% 30 16.67% 1.6
Carroll Financial Associates
1852
Carroll Financial Associates
North Carolina
$451M +$4.05M +0.9% 7.01% 79.9% 1,252 16.37% 1.2
GW & Wade
1853
GW & Wade
Massachusetts
$451M -$54.6M -11% 6.29% 32.2% 245 15.51% 1
Crescent Park Management
1854
Crescent Park Management
California
$450M +$27.6M +7% 8.53% 87% 15 6.67% 0.5
Arbor Capital Management (Minnesota)
1855
Arbor Capital Management (Minnesota)
Minnesota
$450M -$77.7M -15% 3.72% 97.7% 193 18.65% 1.2
Pacific Global Investment Management
1856
Pacific Global Investment Management
California
$449M -$81.1M -15% 11.4% 48% 229 10.48% 1.9
Grandeur Peak Global Advisors
1857
Grandeur Peak Global Advisors
Utah
$448M -$59.4M -12% 10.3% 96% 120 15% 1.3
NAM
1858
Nichols Asset Management
Massachusetts
$448M -$113M -20% 1.82% 43.8% 143 28.67% 1.6
Efficient Advisors
1859
Efficient Advisors
Ohio
$447M -$31.8M -7% 5.95% 30.6% 43 2.33% 1.4
Palisade Asset Management
1860
Palisade Asset Management
Minnesota
$447M -$55.4M -11% 7.12% 61.8% 136 4.41% 2.1
Vision Capital Management
1861
Vision Capital Management
Oregon
$447M -$90M -17% 7.36% 78.4% 83 36.14% 1.2
Stewart & Patten Company
1862
Stewart & Patten Company
California
$447M -$28M -6% 6.35% 27.5% 98 8.16% 2
Junto Capital Management
1863
Junto Capital Management
New York
$447M +$14.3M +3% 1.96% 122% 29 68.97% 0.2
Compass Capital Management
1864
Compass Capital Management
Minnesota
$446M -$27.9M -6% 5.96% 50.8% 47 12.77% 2
OCMI
1865
Oaktop Capital Management II
New Jersey
$445M -$27.3M -6% 9.01% 451% 21 4.76% 2
Dean Investment Associates
1866
Dean Investment Associates
Ohio
$444M +$2.8M +0.6% 6.57% 63.5% 253 26.88% 1.4
Connors Investor Services
1867
Connors Investor Services
Pennsylvania
$443M -$39.6M -8% 7.6% 125% 166 16.27% 1.6
LBMC Investment Advisors
1868
LBMC Investment Advisors
Tennessee
$442M -$29.1M -6% 7.49% 52.8% 61 8.2% 1.7
Rehmann Capital Advisory Group
1869
Rehmann Capital Advisory Group
Michigan
$442M +$3.94M +0.9% 5.27% 64.6% 371 19.41% 1.6
CWA
1870
Convergent Wealth Advisors
Maryland
$442M +$9.42M +2% 8.57% – 44 40.91% 1.1
NAM
1871
Netols Asset Management
Wisconsin
$442M -$65.4M -13% 9.82% 41.7% 73 8.22% 1.7
Signet Financial Management
1872
Signet Financial Management
New Jersey
$442M +$6.86M +2% 7.48% 65.2% 215 29.3% 0.5
Campbell Newman Asset Management
1873
Campbell Newman Asset Management
Wisconsin
$441M -$63M -13% 4.87% 108% 90 10% 1.9
Appleton Partners
1874
Appleton Partners
Massachusetts
$440M -$6.58M -1% 6.09% 101% 215 20.47% 1.5
Foster & Motley
1875
Foster & Motley
Ohio
$439M -$16.2M -4% 6.4% 68.8% 182 10.99% 1.7