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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)
Mark Asset Management
2126
Mark Asset Management
New York
$459M +$15M +3% 9.27% 325% 59 27.12% 1.9
JC
2127
Joho Capital
New York
$458M -$27.4M -6% 16.3% 80.2% 8 25% 1.8
Adell Harriman & Carpenter
2128
Adell Harriman & Carpenter
Texas
$458M +$15.3M +3% 5.02% 176% 149 10.07% 2.9
Kirr Marbach & Co
2129
Kirr Marbach & Co
Indiana
$457M +$8.66M +2% 3.26% 121% 91 21.98% 1.9
Private Vista
2130
Private Vista
Illinois
$457M +$43.3M +10% 2.58% 10.1% 117 22.22% 0.9
Phillips Financial Management
2131
Phillips Financial Management
Indiana
$457M +$18.9M +4% 2.66% 45.6% 72 5.56% 3.2
First Nebraska Trust
2132
First Nebraska Trust
Nebraska
$457M +$10.9M +2% 3.84% 67.9% 146 6.16% 2.7
Sage Financial Group
2133
Sage Financial Group
Pennsylvania
$456M +$21.3M +5% 3.25% 62% 56 0% 2.2
Cobiz Wealth
2134
Cobiz Wealth
Colorado
$456M +$7.69M +2% 3.54% 54% 133 6.02% 3.3
Fidelity National Financial
2135
Fidelity National Financial
Florida
$456M +$17.9M +4% 4.58% 2.54% 22 0% 2.5
Colonial Trust Advisors
2136
Colonial Trust Advisors
South Carolina
$455M +$14.7M +3% 2.49% 80% 150 10.67% 3
FBP
2137
Flippin Bruce & Porter
Virginia
$454M +$10.8M +2% 4.02% 44.4% 78 8.97% 3.3
Insight Holdings Group
2138
Insight Holdings Group
New York
$454M +$44.5M +11% 1.67% 111% 5 20% 0.6
Whitegate Investment Counselors
2139
Whitegate Investment Counselors
New Hampshire
$453M +$10.8M +2% 2.78% 48% 182 5.49% 2.6
Dudley & Shanley
2140
Dudley & Shanley
Florida
$453M -$32.3M -7% 6.64% 67.9% 33 21.21% 2.3
LCM
2141
Lonestar Capital Management
California
$452M +$119M +36% 2% 260% 17 41.18% 1
NumerixS Investment Technologies
2142
NumerixS Investment Technologies
British Columbia, Canada
$452M -$229M -34% 5.52% 24.6% 1,490 50.74% 0.5
Buckingham Capital Management (Ohio)
2143
Buckingham Capital Management (Ohio)
Ohio
$452M +$18.1M +4% 4.04% 26.3% 143 4.9% 3.2
Cetera Investment Advisers
2144
Cetera Investment Advisers
Illinois
$452M +$43.6M +11% 3.9% 73.4% 423 15.6% 1.1
De Burlo Group
2145
De Burlo Group
Massachusetts
$451M +$3.16M +0.7% 11.3% 147% 113 17.7% 2
AGF Investments LLC
2146
AGF Investments LLC
Ontario, Canada
$451M +$14.5M +3% 3% 28.5% 838 22.43% 0.6
Emery Howard Portfolio Management
2147
Emery Howard Portfolio Management
California
$451M -$9.23M -2% 4.44% 66.5% 34 2.94% 3.4
RCIM
2148
Russell Clark Investment Management
United Kingdom
$451M +$92.6M +26% 17% 174% 71 28.17% 0.4
Finepoint Capital
2149
Finepoint Capital
Massachusetts
$449M +$60.4M +16% 7.73% 27.4% 9 22.22% 1.6
Kings Point Capital Management
2150
Kings Point Capital Management
New York
$448M +$18.6M +4% 3.85% 80.1% 378 17.46% 2.5