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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)
Personal Capital Advisors
2126
Personal Capital Advisors
California
$315M – – 6.64% 17.6% 82 – 0
Strategic Financial Services
2127
Strategic Financial Services
New York
$315M +$18.3M +6% 7.77% 58.7% 101 6.93% 0.5
Lawson Kroeker Investment Management
2128
Lawson Kroeker Investment Management
Nebraska
$315M +$14.7M +5% 9.84% 69.7% 78 8.97% 0.5
Tiger Veda Management
2129
Tiger Veda Management
New York
$315M +$77.9M +33% 22.9% – 25 44% 0.3
Dialectic Capital Management
2130
Dialectic Capital Management
Connecticut
$315M -$123M -28% 2.28% 91.5% 235 68.94% 0.2
Clearline Capital
2131
Clearline Capital
New York
$315M – – 9.42% 57.4% 50 – 0
FBP
2132
Flippin Bruce & Porter
Virginia
$314M +$24.1M +8% 10.8% 44.4% 94 8.51% 0.5
Loeb Partners Corp
2133
Loeb Partners Corp
New York
$313M +$17.3M +6% 7.6% 34.4% 209 22.97% 0.4
Forty4 Asset Management
2134
Forty4 Asset Management
Illinois
$313M +$46.2M +17% 0.77% – 374 72.46% 0.2
B. Riley Wealth Advisors
2135
B. Riley Wealth Advisors
Florida
$313M +$20.6M +7% 6.82% 118% 763 23.98% 0.4
Jacobs & Co
2136
Jacobs & Co
California
$312M +$24.9M +9% 8.92% 105% 119 3.36% 0.5
Regal Partners
2137
Regal Partners
Australia
$312M +$11.4M +4% 17.5% 146% 14 28.57% 0.5
QCM Cayman
2138
QCM Cayman
Texas
$312M +$147M +89% 20.9% 74% 209 77.99% 0.2
Hemenway Trust Hemenway Trust
2139
Hemenway Trust Hemenway Trust
New Hampshire
$312M +$43.5M +16% 10.1% 87.2% 190 20.53% 0.4
LCP
2140
Longhorn Capital Partners
Texas
$311M +$15.3M +5% 9.59% 30.2% 12 16.67% 0.5
CII
2141
Chapter IV Investors
North Carolina
$311M +$21.9M +8% 7.67% 4.15% 12 8.33% 0.5
Catalyst Capital Advisors
2142
Catalyst Capital Advisors
New York
$310M +$128M +70% 7.08% 62.7% 379 57.52% 0.3
Coldstream Capital Management
2143
Coldstream Capital Management
Washington
$310M +$6.67M +2% 8.81% 71% 193 10.88% 0.4
Paradice Investment Management
2144
Paradice Investment Management
Colorado
$310M – – 13.9% 72.2% 29 – 0
MPM Asset Management
2145
MPM Asset Management
Massachusetts
$310M -$45M -13% 4.7% 5.89% 13 23.08% 0.4
Griffin Asset Management
2146
Griffin Asset Management
New York
$309M +$3.31M +1% 10% 88.9% 112 12.5% 0.5
TCOT
2147
Trust Company of Toledo
Ohio
$309M +$31.1M +11% 5.92% 109% 196 9.69% 0.4
Samsung Asset Management (New York)
2148
Samsung Asset Management (New York)
New York
$309M +$224M +263% 12.6% 38% 80 30% 0.4
GW & Wade
2149
GW & Wade
Massachusetts
$309M +$19.2M +7% 8.64% 32.2% 85 16.47% 0.5
LIC
2150
Lodestar Investment Counsel
Illinois
$308M +$32.6M +12% 10% 45.1% 99 6.06% 0.5