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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)
Oakwood Capital Management
2126
Oakwood Capital Management
California
$384M +$19.6M +5% 0% 72.7% 101 22.77% 1.2
SC XII Management
2127
SC XII Management
California
$384M +$33.7M +10% 16.4% 73.4% 2 0% 1.3
Vicus Capital
2128
Vicus Capital
Pennsylvania
$384M -$135M -26% 0.95% 59.6% 205 15.61% 1.1
JA
2129
JVL Advisors
Texas
$384M -$26.5M -6% 0.14% 89.4% 22 36.36% 1
Mark Asset Management
2130
Mark Asset Management
New York
$383M +$4.27M +1% 2.63% 325% 64 25% 1.1
Stelac Advisory Services
2131
Stelac Advisory Services
New York
$383M +$18.8M +5% 2.43% 84.9% 42 4.76% 1.5
Coldstream Capital Management
2132
Coldstream Capital Management
Washington
$382M +$19.5M +5% 0.16% 71% 173 30.64% 1.1
Lagoda Investment Management
2133
Lagoda Investment Management
New York
$382M +$7.77M +2% 5.63% 250% 35 17.14% 0.5
BLM
2134
Bennett Lawrence Management
New York
$381M +$5.72M +2% 5.83% – 100 25% 0.8
Accredited Investors
2135
Accredited Investors
Minnesota
$381M -$12.5M -3% 0.42% 74% 81 12.35% 1.5
Evensky & Katz
2136
Evensky & Katz
Florida
$380M +$9.37M +3% 0.36% 57.1% 48 0% 1.6
DLG
2137
Daniel L. Goodwin
$380M -$72.8M -16% 10.7% 72.6% 134 22.39% 1.3
Perigon Wealth Management
2138
Perigon Wealth Management
California
$380M +$15.3M +4% 3.21% 104% 219 6.85% 1.1
Three Peaks Capital Management
2139
Three Peaks Capital Management
Colorado
$380M +$88M +30% 1.79% 84.5% 73 17.81% 1
Mather Group
2140
Mather Group
Illinois
$380M $0 0% 1.29% 54.1% 29 0% 1.3
Starwood Capital Group Management
2141
Starwood Capital Group Management
Florida
$380M +$13.3M +4% 5.35% 16.2% 4 0% 0.5
Checchi Capital Advisers
2142
Checchi Capital Advisers
California
$379M +$40.8M +12% 0.26% 68% 386 12.44% 1
Travelers Companies
2143
Travelers Companies
Minnesota
$379M -$26.1M -6% 7.95% – 32 18.75% 1.4
Altai Capital Management
2144
Altai Capital Management
California
$379M +$96.2M +34% 27.6% 24.9% 7 42.86% 0.9
Parthenon LLC
2145
Parthenon LLC
Kentucky
$379M +$2.17M +0.6% 0.53% 80.8% 107 5.61% 1.6
TAM
2146
Telemark Asset Management
Massachusetts
$379M +$20.9M +6% 7.42% 329% 37 43.24% 0.9
Park Presidio Capital
2147
Park Presidio Capital
California
$379M +$24.1M +7% 1.66% 94.1% 18 38.89% 0.4
ICRM
2148
Insight Capital Research & Management
California
$378M -$21.5M -5% 10.7% 287% 153 61.44% 0.5
Oberweis Asset Management
2149
Oberweis Asset Management
Illinois
$378M +$22M +6% 11.7% 485% 197 29.95% 0.7
GC
2150
Gratia Capital
California
$377M +$105M +38% 0% 42.4% 62 59.68% 0.5