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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)
Foster Dykema Cabot & Co
1901
Foster Dykema Cabot & Co
Massachusetts
$337M – – 3.29% 34% 79 – 0
Provident Investment Management
1902
Provident Investment Management
Michigan
$336M – – 4.18% 69.5% 44 – 0
Vigilant Capital Management
1903
Vigilant Capital Management
Maine
$336M – – 2.32% 48.8% 243 – 0
Davidson & Garrard
1904
Davidson & Garrard
Virginia
$336M – – 0.62% 25.2% 176 – 0
J.M. Forbes & Co
1905
J.M. Forbes & Co
Massachusetts
$336M – – 2.55% 112% 79 – 0
LaFleur & Godfrey
1906
LaFleur & Godfrey
Michigan
$335M – – 0.22% 85.2% 69 – 0
Professional Advisory Services
1907
Professional Advisory Services
Florida
$335M – – 2.88% 69.3% 47 – 0
Marble Harbor Investment Counsel
1908
Marble Harbor Investment Counsel
Massachusetts
$335M – – 0.7% 66.7% 132 – 0
Harvey Investment Company
1909
Harvey Investment Company
Kentucky
$333M – – 1.96% 56.4% 88 – 0
Brighton Jones LLC
1910
Brighton Jones LLC
Washington
$333M – – 2.16% 97.9% 118 – 0
Sentinel Trust
1911
Sentinel Trust
Texas
$333M – – 2.67% 79.2% 197 – 0
FOAM
1912
Five Oceans Asset Management
Australia
$333M – – 2.61% – 47 – 0
Mesirow Financial Investment Management - Fixed Income
1913
Mesirow Financial Investment Management - Fixed Income
Illinois
$333M – – 6.59% 26.9% 171 – 0
FineMark National Bank & Trust
1914
FineMark National Bank & Trust
Florida
$332M – – 1.72% 69.8% 1,394 – 0
WCM
1915
Wallace Capital Management
Texas
$332M – – 3.68% 62.3% 65 – 0
OCMI
1916
Oaktop Capital Management II
New Jersey
$332M – – 0.42% 451% 19 – 0
Insight Holdings Group
1917
Insight Holdings Group
New York
$332M – – 24% 111% 1 – 0
Main Street Research
1918
Main Street Research
Connecticut
$331M – – 3.71% 232% 139 – 0
Tompkins Financial
1919
Tompkins Financial
New York
$331M – – 0.22% 84.4% 454 – 0
Flow Traders U.S.
1920
Flow Traders U.S.
New York
$331M – – 6.99% 86.5% 144 – 0
NAM
1921
Nichols Asset Management
Massachusetts
$330M – – 7.71% 43.8% 123 – 0
William Harris Investors
1922
William Harris Investors
Illinois
$329M – – 6.76% 3.28% 92 – 0
RK Capital Management (Colorado)
1923
RK Capital Management (Colorado)
Colorado
$329M – – 0% 89% 47 – 0
SCGF III Management
1924
SCGF III Management
California
$329M – – 9.74% – 3 – 0
FPCM
1925
Fox Point Capital Management
New York
$329M – – 8.53% 201% 35 – 0