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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)
PM Capital
2076
PM Capital
Australia
$469M -$115M -20% 16.8% 105% 26 23.08% 2.6
Myriad Asset Management
2077
Myriad Asset Management
Hong Kong
$469M -$224M -32% 0.72% 149% 101 57.43% 0.3
Atalan Capital Partners
2078
Atalan Capital Partners
New York
$469M +$48.4M +12% 19.2% 319% 11 18.18% 1.4
Crescent Grove Advisors
2079
Crescent Grove Advisors
Illinois
$469M +$6.3M +1% 12.3% 64.1% 170 24.12% 1.1
Richard C. Young & Co
2080
Richard C. Young & Co
Rhode Island
$468M -$57.3M -11% 9.24% 137% 72 19.44% 2.8
Callahan Advisors
2081
Callahan Advisors
Texas
$468M -$70.6M -13% 10.7% 87.7% 142 10.56% 3.6
CWM
2082
Cornerstone Wealth Management
Missouri
$468M – – 10.7% 69.8% 331 – 1.7
Global Endowment Management
2083
Global Endowment Management
North Carolina
$468M -$286M -38% 12.4% 46.1% 246 48.37% 2.2
Phillips Financial Management
2084
Phillips Financial Management
Indiana
$468M -$18M -4% 9.3% 45.6% 78 11.54% 3.9
Glynn Capital Management
2085
Glynn Capital Management
California
$468M -$29.3M -6% 14.2% 252% 44 9.09% 3.8
Baskin Financial Services
2086
Baskin Financial Services
Ontario, Canada
$466M -$85.3M -15% 14.5% 69.1% 43 4.65% 3.5
Triodos Investment Management
2087
Triodos Investment Management
Netherlands
$465M -$112M -19% 7.78% 89.9% 46 8.7% 0.5
OIM
2088
Opus Investment Management
Massachusetts
$465M -$110M -19% 8.71% 52.8% 90 5.56% 3.6
Barber Financial Group
2089
Barber Financial Group
Kansas
$465M +$48.7M +12% 8.63% 39% 151 25.17% 1.1
Cutler Investment Counsel
2090
Cutler Investment Counsel
Oregon
$465M -$69.7M -13% 8.23% 56.2% 96 7.29% 3.2
Prana Capital Management
2091
Prana Capital Management
Connecticut
$465M +$2.9M +0.6% 15.6% 36.6% 59 67.8% 0.2
Private Capital Group
2092
Private Capital Group
Connecticut
$464M -$35.5M -7% 12.4% 30.1% 2,557 14.43% 0.8
CNA Financial
2093
CNA Financial
Illinois
$463M -$20.6M -4% 15.9% 48.6% 194 12.89% 2.9
Ameritas Investment Company
2094
Ameritas Investment Company
Nebraska
$463M – – 13% 55.2% 1,631 – 0
NatWest Group
2095
NatWest Group
United Kingdom
$463M -$79.9M -15% 14.5% 207% 79 10.13% 3.7
Merriman Wealth Management
2096
Merriman Wealth Management
Washington
$463M -$5.81M -1% 9.46% 18.3% 223 46.64% 1.1
Foundation Resource Management
2097
Foundation Resource Management
Arkansas
$463M -$54.3M -11% 9.36% 84.5% 60 8.33% 4.7
Kelly Lawrence W & Associates
2098
Kelly Lawrence W & Associates
California
$463M -$145M -24% 13.3% 123% 140 10.71% 3.5
Jay A. Fishman Ltd
2099
Jay A. Fishman Ltd
Michigan
$462M -$108M -19% 18% 105% 88 4.55% 4
Omni Partners
2100
Omni Partners
United Kingdom
$461M -$425M -48% 8.33% 412% 42 78.57% 0.3