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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
MHIC
2101
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 189
LWA
2102
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 794
EA
2103
Efficient Advisors
Ohio
$729M +$74M +11% 60
CWM
2104
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 69
UBV
2105
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 186
FMBTD
2106
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 394
CCMD
2107
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 176
RPGK
2108
Retirement Planning Group (Kansas)
Kansas
$726M +$35.9M +5% 65
TCMI
2109
Technology Crossover Management IX
California
$725M -$11.6M -2% 4
AAIM
2110
American Assets Investment Management
California
$725M +$110M +18% 149
HCM
2111
Hodges Capital Management
Texas
$723M +$88.3M +14% 238
NTCM
2112
Nine Ten Capital Management
Illinois
$722M +$57.4M +9% 10
HCM
2113
Hengehold Capital Management
Ohio
$722M +$49.7M +7% 159
OFG
2114
Oxford Financial Group
Indiana
$721M +$31M +4% 239
WAM
2115
Weatherly Asset Management
California
$721M +$24.8M +4% 200
DCM
2116
Discovery Capital Management
Connecticut
$720M -$87.2M -11% 84
CC
2117
Centiva Capital
New York
$720M -$71.8M -9% 1,342
BWL
2118
Bogart Wealth LLC
Virginia
$718M +$179M +33% 734
NIEF
2119
Nalanda India Equity Fund
Mauritius
$718M +$20M +3% 2
JMFC
2120
J.M. Forbes & Co
Massachusetts
$717M +$37.4M +6% 110
CT
2121
Caldwell Trust
Florida
$717M +$56.1M +8% 735
KAS
2122
Kemnay Advisory Services
New York
$716M -$72.6M -9% 116
AP
2123
Archon Partners
New Jersey
$716M -$29M -4% 61
OCM
2124
Olstein Capital Management
New York
$715M +$88.9M +14% 104
PAM
2125
Private Asset Management
California
$715M +$47.6M +7% 161