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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)
Cornercap Investment Counsel
1926
Cornercap Investment Counsel
Georgia
$512M -$230M -31% 28.1% 55.4% 500 40.6% 1.2
Vestor Capital
1927
Vestor Capital
Illinois
$512M -$148M -22% 15.8% 200% 171 26.9% 2.8
Vestmark Advisory Solutions
1928
Vestmark Advisory Solutions
Massachusetts
$512M +$24.2M +5% 17.4% 74.8% 491 53.56% 0.5
SFG
1929
Sather Financial Group
Texas
$511M -$127M -20% 21.1% 82.3% 88 35.23% 3
Integrated Advisors Network
1930
Integrated Advisors Network
Texas
$511M -$230M -31% 13.4% 107% 470 31.49% 0.2
James Hambro & Partners
1931
James Hambro & Partners
United Kingdom
$511M -$79M -13% 12.8% 97% 58 24.14% 1.3
Harvey Investment Company
1932
Harvey Investment Company
Kentucky
$510M -$138M -21% 19.2% 56.4% 89 10.11% 5.1
Fairholme Capital Management
1933
Fairholme Capital Management
Florida
$510M -$17.5M -3% 16.8% 36.2% 7 57.14% 1.4
Fiduciary Group
1934
Fiduciary Group
Georgia
$510M -$117M -19% 14.8% 76.2% 201 13.43% 3.8
Steamboat Capital Partners
1935
Steamboat Capital Partners
New York
$509M +$156M +44% 25.8% 280% 56 46.43% 0.8
SC
1936
Sasco Capital
Connecticut
$509M -$219M -30% 30.3% 15.5% 47 10.64% 3.8
CCMD
1937
Cypress Capital Management (Delaware)
Delaware
$509M -$143M -22% 19.5% 25.6% 172 13.37% 3
Arete Wealth Advisors
1938
Arete Wealth Advisors
Illinois
$508M -$67.5M -12% 14% 94.6% 432 30.56% 2.1
Marble Harbor Investment Counsel
1939
Marble Harbor Investment Counsel
Massachusetts
$508M -$125M -20% 17.7% 80.2% 171 18.71% 4.8
Tensile Capital Management
1940
Tensile Capital Management
California
$508M -$273M -35% 22.1% 47.7% 24 25% 2.1
Avior Wealth Management
1941
Avior Wealth Management
Nebraska
$507M -$116M -19% 18.5% 71.4% 945 20.74% 2.5
Feinberg Stephen
1942
Feinberg Stephen
$506M -$308M -38% 20.9% 54.3% 3 0% 3.1
Brouwer & Janachowski
1943
Brouwer & Janachowski
California
$506M -$97.5M -16% 12.2% 41.8% 51 9.8% 4
Lone Star Global Acquisitions
1944
Lone Star Global Acquisitions
Bermuda
$506M -$409M -45% 47.7% 380% 2 0% 3.1
Randolph Company
1945
Randolph Company
Ohio
$504M -$144M -22% 16% 127% 49 51.02% 1.6
Phillips Financial Management
1946
Phillips Financial Management
Indiana
$504M -$106M -17% 15.8% 45.6% 85 11.76% 4.4
RP
1947
RR Partners
New York
$504M -$367M -42% 38.5% 73.3% 20 5% 2.9
First Business Financial Services
1948
First Business Financial Services
Wisconsin
$502M -$130M -21% 19.2% 80.9% 132 18.94% 2.4
Arden Trust
1949
Arden Trust
Delaware
$502M -$134M -21% 17.1% 22.5% 838 59.31% 1.6
Susquehanna Fundamental Investments
1950
Susquehanna Fundamental Investments
Pennsylvania
$502M -$262M -34% 24.9% – 448 64.06% 0.4