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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)
Condor Capital Management
2126
Condor Capital Management
New Jersey
$329M +$12.4M +4% 2.34% 58.2% 171 11.11% 0.7
JMG Financial Group
2127
JMG Financial Group
Illinois
$328M -$9.1M -3% 1.02% 58.7% 56 7.14% 0.7
RCIM
2128
Russell Clark Investment Management
United Kingdom
$328M +$5.09M +2% 10.8% 174% 30 50% 0.4
SC
2129
Seawolf Capital
New York
$327M +$11.7M +4% 2.52% 25.7% 52 55.77% 0.3
West Face Capital
2130
West Face Capital
Ontario, Canada
$327M +$46.3M +16% 4.18% 10.9% 4 50% 0.4
NM
2131
NWI Management
New York
$327M -$231M -41% 0.61% 230% 22 13.64% 0.6
Halbert Hargrove Global Advisors
2132
Halbert Hargrove Global Advisors
California
$325M +$1.73M +0.5% 1.33% 68.2% 140 20% 0.5
Fosun International
2133
Fosun International
China
$325M +$20.8M +7% 7.6% 41.3% 13 38.46% 0.2
Mark Asset Management
2134
Mark Asset Management
New York
$325M -$25.9M -7% 2.05% 325% 81 40.74% 0.4
AT Bancorp
2135
AT Bancorp
Iowa
$325M -$1.86M -0.6% 2.93% 21.8% 192 17.71% 0.6
Aegis Financial
2136
Aegis Financial
Virginia
$323M -$24.9M -7% 1.58% 266% 71 12.68% 0.7
First Nebraska Trust
2137
First Nebraska Trust
Nebraska
$323M +$3.47M +1% 1.45% 67.9% 93 6.45% 0.7
Regis Management Company
2138
Regis Management Company
California
$323M +$39.9M +14% 1.59% 5.33% 51 9.8% 0.7
Jacobs & Co
2139
Jacobs & Co
California
$322M +$9.9M +3% 1.7% 105% 122 3.28% 0.7
Princeton Alpha Management
2140
Princeton Alpha Management
New Jersey
$322M +$185M +136% 1.54% 9.26% 817 76.62% 0.1
CCMD
2141
Cypress Capital Management (Delaware)
Delaware
$320M -$21.2M -6% 5.11% 25.6% 51 13.73% 0.6
Colonial Trust Advisors
2142
Colonial Trust Advisors
South Carolina
$320M +$1.4M +0.4% 1.34% 80% 134 14.93% 0.6
Lawson Kroeker Investment Management
2143
Lawson Kroeker Investment Management
Nebraska
$320M +$4.46M +1% 4.32% 69.7% 75 5.33% 0.7
Goldentree Asset Management
2144
Goldentree Asset Management
New York
$319M -$332M -51% 1.73% 27.7% 38 71.05% 0.2
LIC
2145
Lodestar Investment Counsel
Illinois
$319M +$10.9M +4% 0.29% 45.1% 121 22.31% 0.6
American Assets Investment Management
2146
American Assets Investment Management
California
$319M +$52.4M +20% 4.33% 507% 146 17.12% 0.7
Phillips Financial Management
2147
Phillips Financial Management
Indiana
$318M +$16.7M +6% 1.9% 45.6% 66 9.09% 0.7
Simmons First Trust
2148
Simmons First Trust
Arkansas
$318M +$18.3M +6% 0.87% – 126 10.32% 0.6
Boltwood Capital Management
2149
Boltwood Capital Management
California
$318M +$12.3M +4% 3.59% 63% 89 5.62% 0.7
Hemenway Trust Hemenway Trust
2150
Hemenway Trust Hemenway Trust
New Hampshire
$318M +$5.84M +2% 2.58% 87.2% 189 9.52% 0.6