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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)
Reilly Financial Advisors
1901
Reilly Financial Advisors
California
$360M +$21.9M +6% 5.69% 99% 871 22.27% 0.2
BPM
1902
Bowling Portfolio Management
Ohio
$360M +$17.7M +5% 7.28% 45.7% 122 36.89% 0.2
CapWealth Advisors
1903
CapWealth Advisors
Tennessee
$359M +$16.8M +5% 11% 152% 531 21.85% 0.2
PFMOSF
1904
Philadelphia Financial Management of San Francisco
California
$359M -$1.6M -0.4% 8.54% 209% 48 60.42% 0.1
FIMS
1905
FBL Investment Management Services
Iowa
$358M +$75.8M +27% 1.43% 16.6% 72 29.17% 0.2
Tompkins Financial
1906
Tompkins Financial
New York
$358M +$27.2M +8% 4.75% 84.4% 505 16.44% 0.2
WMIG
1907
White Mountains Insurance Group
New Hampshire
$358M +$36.8M +11% 11.5% 105% 2 0% 0.3
CC
1908
ClearArc Capital
Ohio
$358M -$15.6M -4% 5.1% 63.4% 399 10.78% 0.2
First Long Island Investors
1909
First Long Island Investors
New York
$357M +$39.9M +13% 6.95% 85.5% 54 14.81% 0.2
Obermeyer Wealth Partners
1910
Obermeyer Wealth Partners
Colorado
$356M -$4.37M -1% 3.05% 80.9% 368 84.78% 0.2
TS
1911
Twin Securities
New York
$356M +$129M +57% 8.65% 506% 23 65.22% 0.1
MRCM
1912
M&R Capital Management
New Jersey
$356M +$8.91M +3% 4.8% 52.6% 201 7.96% 0.2
Connors Investor Services
1913
Connors Investor Services
Pennsylvania
$356M +$46.4M +15% 6.78% 125% 153 12.42% 0.2
Adell Harriman & Carpenter
1914
Adell Harriman & Carpenter
Texas
$355M +$76.2M +27% 5.5% 176% 134 14.18% 0.2
Connable Office Inc
1915
Connable Office Inc
Michigan
$355M +$4.68M +1% 7.87% 68.3% 267 16.48% 0.2
DG
1916
Davidson & Garrard
Virginia
$355M +$19.3M +6% 3.68% 25.2% 194 12.89% 0.2
Steel Grove Capital Advisors
1917
Steel Grove Capital Advisors
Tennessee
$355M +$41.2M +13% 2.29% 106% 143 17.48% 0.2
MAM
1918
MPM Asset Management
Massachusetts
$355M +$129M +57% 48.3% 5.89% 11 9.09% 0.2
Professional Advisory Services
1919
Professional Advisory Services
Florida
$355M +$19.8M +6% 4.17% 69.3% 49 10.2% 0.2
Old Mutual Customised Solutions
1920
Old Mutual Customised Solutions
South Africa
$354M +$9.2M +3% 7.71% 49.7% 1,666 54.08% 0.2
DI
1921
Dalton Investments
Nevada
$354M -$60.5M -15% 12.6% 95.1% 78 29.49% 0.2
Vigilant Capital Management
1922
Vigilant Capital Management
Maine
$353M +$17.5M +5% 5.12% 48.8% 252 16.27% 0.2
Harvey Investment Company
1923
Harvey Investment Company
Kentucky
$353M +$20M +6% 5.55% 48.4% 89 6.74% 0.2
J.M. Forbes & Co
1924
J.M. Forbes & Co
Massachusetts
$353M +$17.8M +5% 4.31% 112% 89 13.48% 0.2
ProVise Management Group
1925
ProVise Management Group
Florida
$353M +$14.3M +4% 3.91% 66.8% 351 23.65% 0.2