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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)
MIM
2051
Marco Investment Management
Georgia
$561M +$22.1M +4% 3.52% 127% 184 7.07% 4.3
Summit Partners
2052
Summit Partners
Massachusetts
$560M +$108M +24% 3.24% 13.7% 9 33.33% 2.4
Halsey Associates
2053
Halsey Associates
Connecticut
$560M -$49.2M -8% 5.13% 63.8% 109 12.84% 4.4
Stieven Capital Advisors
2054
Stieven Capital Advisors
Missouri
$559M +$11.9M +2% 5.61% 117% 64 21.88% 2.6
NBT Bank
2055
NBT Bank
New York
$559M +$9.6M +2% 2.92% 77% 193 10.36% 4.7
Pensionfund DSM Netherlands
2056
Pensionfund DSM Netherlands
Netherlands
$559M +$14.3M +3% 2.38% 36.9% 226 20.35% 2.5
Horan Capital Management
2057
Horan Capital Management
Maryland
$559M +$16.7M +3% 5.51% 69.2% 73 30.14% 2.5
Silvant Capital Management
2058
Silvant Capital Management
Georgia
$558M +$1.57M +0.3% 6.82% 168% 343 6.12% 1.1
Pure Financial Advisors
2059
Pure Financial Advisors
California
$558M +$27.4M +5% 2.22% 47.2% 141 8.51% 0.7
Avior Wealth Management
2060
Avior Wealth Management
Nebraska
$558M +$86M +18% 3.57% 71.4% 881 27.81% 2.1
NJ State Employees Deferred Compensation Plan
2061
NJ State Employees Deferred Compensation Plan
New Jersey
$557M +$7.72M +1% 4.14% 127% 575 11.83% 3.1
Callahan Advisors
2062
Callahan Advisors
Texas
$557M +$20M +4% 3.93% 87.7% 139 5.76% 3.7
Prana Capital Management
2063
Prana Capital Management
Connecticut
$557M -$92.4M -14% 7.77% 36.6% 70 55.71% 0.4
Stewart & Patten Company
2064
Stewart & Patten Company
California
$557M +$8.69M +2% 2.37% 27.5% 98 7.14% 4.4
Fiduciary Group
2065
Fiduciary Group
Georgia
$557M +$19.6M +4% 4.02% 67.1% 192 6.25% 3.2
CWM
2066
Cornerstone Wealth Management
Missouri
$557M -$267M -32% 3.09% 69.8% 536 38.99% 1.9
Nachman Norwood & Parrott
2067
Nachman Norwood & Parrott
South Carolina
$556M +$19.5M +4% 3.49% – 247 10.93% 0.4
Legacy Wealth Management (Tennessee)
2068
Legacy Wealth Management (Tennessee)
Tennessee
$555M +$41.1M +8% 3.17% 50.4% 12 8.33% 3.9
AIM
2069
Axiom Investment Management
New York
$554M +$27.1M +5% 4.15% – 482 15.77% 0.4
Cadinha & Co
2070
Cadinha & Co
Hawaii
$553M +$42.4M +8% 5% 132% 118 13.56% 3.6
Colonial Trust Advisors
2071
Colonial Trust Advisors
South Carolina
$553M +$25.6M +5% 5.03% 80% 164 12.2% 3.9
Northcape Capital
2072
Northcape Capital
Australia
$551M +$60.9M +12% 7.97% – 18 11.11% 1.7
Clearwater Capital Advisors
2073
Clearwater Capital Advisors
Illinois
$551M +$17.3M +3% 1.75% 44.7% 191 5.24% 2.3
Oberweis Asset Management
2074
Oberweis Asset Management
Illinois
$550M +$52.4M +11% 8.75% 485% 230 27.39% 1.3
JC
2075
JBF Capital
Colorado
$550M -$10.4M -2% 3.91% 93.6% 94 31.91% 1.2