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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)
Oberweis Asset Management
2076
Oberweis Asset Management
Illinois
$365M -$40.5M -10% 0.59% 485% 156 26.28% 0.8
LaFleur & Godfrey
2077
LaFleur & Godfrey
Michigan
$365M -$11.2M -3% 0.68% 85.2% 81 11.11% 1.1
Kopernik Global Investors
2078
Kopernik Global Investors
Florida
$365M +$83.7M +30% 16.9% 128% 21 14.29% 0.6
Foundation Asset Management
2079
Foundation Asset Management
New York
$365M +$16.2M +5% 2.34% 126% 24 54.17% 0.5
AP
2080
Archon Partners
New Jersey
$364M -$10.7M -3% 0.01% 86% 64 23.44% 0.9
Kelso & Company
2081
Kelso & Company
New York
$364M -$17.8M -5% 4.65% – 1 0% 0.8
WRM
2082
Westport Resources Management
Connecticut
$364M -$4.14M -1% 0.59% 30.5% 1,084 12.27% 1.1
Adell Harriman & Carpenter
2083
Adell Harriman & Carpenter
Texas
$364M $0 0% 0.64% 176% 131 0% 1.1
Shelter Mutual Insurance
2084
Shelter Mutual Insurance
Missouri
$363M -$2.34M -0.6% 0.13% 51.2% 45 0% 1.2
VAM
2085
Visionary Asset Management
Texas
$363M -$64.1M -15% 2.41% 31.9% 444 75.68% 0.5
Jacobus Wealth Management
2086
Jacobus Wealth Management
Wisconsin
$363M -$28M -7% 0.65% 17.2% 329 11.25% 1
1834 Investment Advisors
2087
1834 Investment Advisors
Wisconsin
$363M -$6.86M -2% 1.11% 68.7% 166 7.23% 1.1
GECH
2088
Garnet Equity Capital Holdings
New York
$362M +$40.6M +13% 1.4% 302% 37 24.32% 0.7
Halbert Hargrove Global Advisors
2089
Halbert Hargrove Global Advisors
California
$362M +$30.4M +9% 3.42% 68.2% 167 42.51% 0.7
BTR Capital Management
2090
BTR Capital Management
California
$362M -$2.14M -0.6% 1.17% 35% 139 7.19% 1.1
Callan Capital
2091
Callan Capital
California
$361M -$12.5M -3% 6.61% 20.1% 81 28.4% 0.8
CC
2092
Cornerstone Capital
California
$361M -$10.5M -3% 1.04% 91.2% 70 2.86% 1.1
CAPTRUST Financial Advisors
2093
CAPTRUST Financial Advisors
North Carolina
$361M -$76.4M -17% 1.7% 72.7% 156 69.23% 1.2
Arrow Financial
2094
Arrow Financial
New York
$360M -$9.48M -3% 1.33% 66.5% 436 23.85% 0.9
JMG Financial Group
2095
JMG Financial Group
Illinois
$360M +$5.18M +1% 1.83% 58.7% 56 3.57% 1.1
Condor Capital Management
2096
Condor Capital Management
New Jersey
$359M +$4.17M +1% 1.11% 58.2% 178 7.3% 1
BC
2097
Bruce & Co
Illinois
$359M -$74.8M -17% 3.62% 94.5% 56 7.14% 1.1
JEW
2098
Jamison Eaton & Wood
New Jersey
$359M -$4.55M -1% 0.03% – 117 6.84% 1.1
Laird Norton Wetherby Wealth Management
2099
Laird Norton Wetherby Wealth Management
California
$359M +$4.46M +1% 1.52% – 452 8.85% 1.1
Sagard Capital Partners Management
2100
Sagard Capital Partners Management
New York
$358M +$68.6M +24% 5.31% 37.4% 10 10% 0.9