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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)
CS
1851
Central Securities
New York
$559M +$19.4M +4% 3.36% 90.2% 43 16.28% 2.5
EK
1852
Evensky & Katz
Florida
$558M +$13.6M +2% 1.63% 57.1% 48 0% 3.5
FDCC
1853
Foster Dykema Cabot & Co
Massachusetts
$558M +$7.86M +1% 1.91% 34% 110 7.27% 2.4
GPP
1854
Great Point Partners
Connecticut
$558M +$54.7M +11% 12.8% 710% 51 52.94% 0.8
FRM
1855
Foundation Resource Management
Arkansas
$558M -$12.4M -2% 4.11% 67.8% 60 5% 3.5
FANJ
1856
Financial Architects (New Jersey)
New Jersey
$558M -$6.6M -1% 1.98% 31.3% 1,741 20.16% 1.2
BWM
1857
Baystate Wealth Management
Massachusetts
$558M +$37.7M +7% 2.44% 14.6% 707 8.91% 0.5
PFMOSF
1858
Philadelphia Financial Management of San Francisco
California
$557M +$116M +26% 3.6% 209% 54 70.37% 0.4
CNAM
1859
Campbell Newman Asset Management
Wisconsin
$556M +$13.7M +3% 2.99% 108% 132 15.15% 2
AAC
1860
Asset Advisors Corp
Georgia
$556M +$7.06M +1% 3.25% 41.4% 191 16.23% 2.8
IFM Investors
1861
IFM Investors
Australia
$556M +$160M +41% 3.23% 147% 491 11.81% 0.4
NCMU
1862
NAYA Capital Management (UK)
United Kingdom
$556M +$10.7M +2% 7.93% 121% 14 57.14% 0.3
BCM
1863
BTC Capital Management
Iowa
$554M +$17.4M +3% 2.85% – 185 12.43% 1.7
FMT
1864
First Mercantile Trust
Tennessee
$554M -$105M -16% 4.14% 51.2% 895 17.77% 2.1
EWM
1865
Essex Woodlands Management
Texas
$553M +$115M +26% 31.2% 55% 10 10% 3.1
OWD
1866
Osborn Williams & Donohoe
Ohio
$552M -$1.64M -0.3% 2.16% 23.7% 228 7.89% 3
CT
1867
Coastline Trust
Rhode Island
$552M +$16.1M +3% 3.23% 106% 294 6.8% 2.9
BRWA
1868
B. Riley Wealth Advisors
Florida
$551M +$50M +10% 9.11% 118% 576 19.1% 2
CCM
1869
Corsair Capital Management
New York
$551M -$32.8M -6% 6.18% 435% 86 25.58% 1.8
GIA
1870
Granite Investment Advisors
New Hampshire
$551M -$11.5M -2% 1.96% 55.6% 136 13.97% 2.6
IG
1871
Ithaka Group
Virginia
$551M +$33.4M +6% 7.7% 143% 45 17.78% 2.6
HLC
1872
Hunt Lane Capital
New York
$550M +$157M +40% 14.5% 3.59% 18 50% 0.4
BCM
1873
Buckhead Capital Management
Georgia
$550M +$6.73M +1% 1.27% 67.6% 177 8.47% 2.9
STB
1874
S&T Bank
Pennsylvania
$550M +$24M +5% 2.98% 193% 100 22% 2.6
BCM
1875
Brenham Capital Management
Texas
$549M -$104M -16% 11.8% 234% 18 83.33% 0.4