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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)
Stokes Family Office
2051
Stokes Family Office
Louisiana
$701M -$32.1M -4% 5.51% 68.1% 296 16.55% 1.6
First Business Financial Services
2052
First Business Financial Services
Wisconsin
$700M -$42.1M -6% 5.54% 74% 171 12.87% 3.3
Sawgrass Asset Management
2053
Sawgrass Asset Management
Florida
$700M -$80.8M -10% 4.5% 96.6% 158 10.13% 0.5
Triodos Investment Management
2054
Triodos Investment Management
Netherlands
$700M -$10.3M -1% 0.44% 89.9% 48 6.25% 2.7
Ulysses Management
2055
Ulysses Management
New York
$699M +$56.8M +9% 4.6% 51.8% 63 41.27% 1.7
RWWM Inc
2056
RWWM Inc
California
$699M -$51.8M -7% 9.27% 40.6% 14 0% 5
HEC
2057
Hudson Executive Capital
New York
$698M -$90M -11% 10.7% 127% 9 11.11% 2.3
First Nebraska Trust
2058
First Nebraska Trust
Nebraska
$698M -$64.2M -8% 6.56% 67.9% 167 6.59% 5.7
AIM
2059
Aigen Investment Management
New York
$697M +$102M +17% 5.18% 55.5% 823 70.96% 0.2
Callahan Advisors
2060
Callahan Advisors
Texas
$696M -$54.9M -7% 5.41% 87.7% 147 6.12% 5.6
Weatherly Asset Management
2061
Weatherly Asset Management
California
$696M -$22.2M -3% 1.88% 116% 182 4.95% 6.4
Jacobs & Co
2062
Jacobs & Co
California
$696M -$51.1M -7% 6.28% 105% 125 8% 6.3
SNS Financial Group
2063
SNS Financial Group
Minnesota
$695M -$72.2M -9% 5.72% 54.2% 203 6.4% 4.2
RKL Wealth Management
2064
RKL Wealth Management
Pennsylvania
$694M -$34.8M -5% 5.84% 76.8% 139 8.63% 4.8
Perella Weinberg Partners Capital Management
2065
Perella Weinberg Partners Capital Management
New York
$694M -$78.5M -10% 5.34% 1.52% 30 30% 2.3
Nottingham Advisors
2066
Nottingham Advisors
New York
$694M -$43.4M -6% 5.77% 44.3% 135 9.63% 3.9
WBH Advisory
2067
WBH Advisory
Maryland
$693M -$56.4M -8% 5.42% 57.6% 309 10.36% 5.3
Fifth Third Securities
2068
Fifth Third Securities
Ohio
$692M -$36.7M -5% 5.41% 62.7% 199 4.02% 0.5
Campbell Wealth Management
2069
Campbell Wealth Management
Virginia
$692M -$22.1M -3% 4.41% 11.2% 77 32.47% 2
Private Capital Management (Florida)
2070
Private Capital Management (Florida)
Florida
$692M +$35.4M +5% 13.9% 118% 163 51.53% 1.3
SC
2071
Shellback Capital
Massachusetts
$692M +$116M +20% 3.72% 198% 102 50.98% 1
Jay A. Fishman Ltd
2072
Jay A. Fishman Ltd
Michigan
$691M -$42.5M -6% 5.24% 105% 92 5.43% 5.5
MAM
2073
Mastrapasqua Asset Management
Tennessee
$691M -$42.8M -6% 4.48% 54.9% 155 12.9% 3.8
Nations Financial Group
2074
Nations Financial Group
Iowa
$691M -$54.3M -7% 4.66% 105% 568 14.96% 2.2
Narwhal Capital Management
2075
Narwhal Capital Management
Georgia
$691M -$39M -5% 5.06% 93.8% 162 8.64% 4.7