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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)
Campbell Newman Asset Management
1901
Campbell Newman Asset Management
Wisconsin
$602M +$8.98M +2% 1.61% 116% 135 9.63% 2.5
EAM Investors
1902
EAM Investors
California
$601M +$42.3M +8% 25.1% 6,012% 415 60.72% 0.4
EnCap Energy Capital Fund IX
1903
EnCap Energy Capital Fund IX
Texas
$599M -$245M -29% 25% 69.2% 3 0% 0.6
CCP
1904
Caymus Capital Partners
Texas
$598M -$119M -17% 2.51% 57.3% 22 22.73% 1.5
Stoneridge Investment Partners
1905
Stoneridge Investment Partners
Pennsylvania
$597M -$28.5M -5% 4.65% 44.2% 262 40.08% 1.1
Front Barnett Associates
1906
Front Barnett Associates
Illinois
$596M -$6.64M -1% 0.59% 40.5% 125 7.2% 4
First Merchants Corp
1907
First Merchants Corp
Indiana
$596M +$9.07M +2% 1.75% 55.6% 217 8.29% 2.7
Ithaka Group
1908
Ithaka Group
Virginia
$595M +$37.6M +7% 10.8% 143% 42 11.9% 2.8
Muzinich & Co
1909
Muzinich & Co
New York
$595M -$176M -23% 3.34% 13.5% 43 6.98% 2.4
Endurance Wealth Management
1910
Endurance Wealth Management
Rhode Island
$595M -$27.4M -4% 3.67% 59% 551 10.71% 2.8
Asset Advisors Corp
1911
Asset Advisors Corp
Georgia
$594M -$17M -3% 1.14% 41.4% 174 9.2% 3.4
Doyle Wealth Management
1912
Doyle Wealth Management
Florida
$594M +$2.49M +0.4% 3.41% 32.3% 184 17.39% 0.8
AGF Investments LLC
1913
AGF Investments LLC
Ontario, Canada
$593M +$14.2M +2% 2.71% 28.5% 875 38.86% 0.8
Efficient Advisors
1914
Efficient Advisors
Ohio
$593M -$7.33M -1% 1.28% 30.6% 52 13.46% 3
White Mountains Advisors
1915
White Mountains Advisors
Connecticut
$592M -$100M -14% 1.38% 33.4% 4 25% 3.1
RI
1916
RPTC Inc
Wyoming
$590M +$97.8M +20% 11.5% 66.4% 15 6.67% 0.5
SFMG Wealth Advisors
1917
SFMG Wealth Advisors
Texas
$590M -$12.6M -2% 0.98% 76.1% 168 18.45% 2
YHB Investment Advisors
1918
YHB Investment Advisors
Connecticut
$590M +$2.92M +0.5% 0.14% 96.2% 197 11.68% 3.3
DP
1919
DSAM Partners
United Kingdom
$589M -$5.17M -0.9% 11.4% 343% 68 66.18% 0.4
Summit Trail Advisors
1920
Summit Trail Advisors
New York
$589M -$203M -26% 0.61% 74.8% 2,203 81.34% 0.2
Citizens Business Bank
1921
Citizens Business Bank
California
$588M -$25.4M -4% 2.01% 108% 293 11.6% 3
Foster Dykema Cabot & Co
1922
Foster Dykema Cabot & Co
Massachusetts
$587M -$10.4M -2% 0.74% 34% 103 8.74% 3.2
Legato Capital Management
1923
Legato Capital Management
California
$587M -$107M -15% 0.62% 243% 271 57.2% 0.6
Beacon Financial Group
1924
Beacon Financial Group
Texas
$586M +$12.2M +2% 3.4% 66.6% 219 23.74% 2.3
1834 Investment Advisors
1925
1834 Investment Advisors
Wisconsin
$585M -$49.4M -8% 1.2% 68.7% 500 17.6% 1.2