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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)
Connable Office Inc
2126
Connable Office Inc
Michigan
$361M +$13.5M +4% 0.81% 68.3% 205 20% 1.7
Horan Capital Management
2127
Horan Capital Management
Maryland
$361M +$92K +0% 1.79% 69.2% 72 27.78% 1.5
JCIC Asset Management
2128
JCIC Asset Management
Ontario, Canada
$361M -$2.9M -0.8% 3.07% – 92 9.78% 1.9
Phillips Financial Management
2129
Phillips Financial Management
Indiana
$360M +$29.8M +9% 1.93% 45.6% 63 7.94% 2.4
HC
2130
HHG & Company
Connecticut
$360M -$10.5M -3% 3.85% 22% 144 13.19% 1.9
Cabot Wealth Management
2131
Cabot Wealth Management
Massachusetts
$359M -$32M -8% 0.15% 69.3% 155 22.58% 1.8
Heathbridge Capital Management
2132
Heathbridge Capital Management
Ontario, Canada
$359M -$8.12M -2% 5.26% 58.7% 27 7.41% 2.2
SeaTown Holdings
2133
SeaTown Holdings
Singapore
$359M -$54.9M -13% 5.14% 220% 34 82.35% 0.2
BC
2134
Bruce & Co
Illinois
$359M -$10M -3% 3.1% 94.5% 49 4.08% 2.2
BlueSpruce Investments
2135
BlueSpruce Investments
Illinois
$358M +$11.2M +3% 1.54% 59.6% 21 42.86% 0.9
George Kaiser Family Foundation
2136
George Kaiser Family Foundation
Oklahoma
$358M -$37.4M -9% 8.76% 106% 18 27.78% 1.1
CBT
2137
Central Bank & Trust
Kentucky
$358M +$12.1M +3% 0.79% 118% 395 18.48% 1.9
Independent Portfolio Consultants
2138
Independent Portfolio Consultants
Florida
$358M +$20.7M +6% 2.08% 32.4% 837 21.03% 1.5
SG Capital Management
2139
SG Capital Management
Illinois
$357M -$105M -23% 6.4% 250% 81 64.2% 0.3
JPCCM
2140
J&P (China) Capital Management
China
$357M -$98.2M -22% 5.28% 84.4% 16 18.75% 1
Madison International Realty Holdings
2141
Madison International Realty Holdings
New York
$357M +$94.6M +36% 3.61% – 7 42.86% 0.5
TD Ameritrade Trust
2142
TD Ameritrade Trust
Colorado
$356M +$10.3M +3% 2.07% 21.7% 49 8.16% 1.9
Novare Capital Management
2143
Novare Capital Management
North Carolina
$356M -$10M -3% 1.9% 76.5% 129 22.48% 1.9
Yale University
2144
Yale University
Connecticut
$355M +$15.1M +4% 7% 33.7% 8 75% 0.2
RCIM
2145
Russell Clark Investment Management
United Kingdom
$353M -$16.4M -4% 2.74% 174% 25 20% 1.3
Regal Partners
2146
Regal Partners
Australia
$353M +$59.5M +20% 2.5% 146% 12 8.33% 1.5
CA
2147
Continental Advisors
Utah
$353M -$40.5M -10% 7.03% 73.6% 166 34.34% 1.4
Zevin Asset Management
2148
Zevin Asset Management
Massachusetts
$353M -$26.5M -7% 3.21% 71.7% 139 15.83% 2
DT Investment Partners
2149
DT Investment Partners
Pennsylvania
$353M +$17.1M +5% 1.96% 58% 74 24.32% 1.6
Annex Advisory Services
2150
Annex Advisory Services
Wisconsin
$352M +$11.2M +3% 1.12% 85.8% 121 12.4% 1.8