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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
VIP
2126
Vantage Investment Partners
Missouri
$342M +$28.6M +9% 7.58% 50.9% 43 2.33%
CCM
2127
Coldstream Capital Management
Washington
$341M +$32M +10% 4.62% 59% 221 19.91%
FBC
2128
Fairfield, Bush & Co
Connecticut
$341M +$128M +60% 4.84% 101% 169 27.22%
TCOT
2129
Trust Company of Toledo
Ohio
$340M +$9.91M +3% 3.21% 93.8% 189 7.94%
ZAM
2130
Zevin Asset Management
Massachusetts
$340M +$22.8M +7% 2.02% 57.5% 150 22%
PFP
2131
Patriot Financial Partners
Pennsylvania
$339M +$63.2M +23% 0.37% 16.6% 18 16.67%
GW
2132
GW & Wade
Massachusetts
$339M +$30.1M +10% 4.71% 32.2% 78 10.26%
GIA
2133
GHP Investment Advisors
Colorado
$339M +$25.4M +8% 4.43% 75.2% 277 5.42%
BCM
2134
Boltwood Capital Management
California
$339M +$21M +7% 4.31% 56.3% 91 6.59%
PL
2135
Parthenon LLC
Kentucky
$338M +$5.99M +2% 2.96% 80.8% 97 11.34%
RPAM
2136
Rhenman & Partners Asset Management
Sweden
$337M +$3.84M +1% 8.21% 116% 109 28.44%
PIM
2137
Paradice Investment Management
Colorado
$336M +$23.4M +7% 1.37% 58.6% 31 9.68%
TCM
2138
Twele Capital Management
Minnesota
$336M +$5.53M +2% 3.06% 34.9% 63 4.76%
PFM
2139
Phillips Financial Management
Indiana
$335M +$16.8M +5% 3.4% 33.6% 67 5.97%
CMC
2140
Catterton Management Company
Connecticut
$334M -$179M -35% 12% 9.46% 2 0%
FI
2141
Fosun International
China
$334M +$8.81M +3% 3.19% 16.9% 14 14.29%
FTI
2142
Fiduciary Trust International
Massachusetts
$334M -$21M -6% 5.52% 36.8% 149 22.15%
EFS
2143
Essex Financial Services
Connecticut
$334M +$27.8M +9% 4.42% 73.2% 317 14.2%
AB
2144
AT Bancorp
Iowa
$334M +$9.2M +3% 4.12% 21.8% 205 18.05%
SCC
2145
Second Curve Capital
Pennsylvania
$333M -$96.8M -22% 7.55% 160% 30 30%
CCMD
2146
Cypress Capital Management (Delaware)
Delaware
$333M +$12.9M +4% 2.76% 25.6% 52 11.54%
LIC
2147
Lodestar Investment Counsel
Illinois
$333M +$13.8M +4% 4.53% 45.1% 120 5%
AAM
2148
ACK Asset Management
Connecticut
$333M +$29.1M +10% 1.93% 99.7% 41 48.78%
KPCM
2149
Kings Point Capital Management
New York
$333M +$25.5M +8% 6.71% 80.1% 341 25.22%
OCM
2150
Oakwood Capital Management
California
$332M +$27.8M +9% 2.66% 72.7% 77 10.39%