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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)
Buckingham Capital Management (Ohio)
2126
Buckingham Capital Management (Ohio)
Ohio
$529M +$19.8M +4% 3.6% 26.3% 134 9.7% 4.2
Beese Fulmer Investment Management
2127
Beese Fulmer Investment Management
Ohio
$528M +$20.9M +4% 4.71% 124% 191 12.04% 3.8
Tandem Investment Advisors
2128
Tandem Investment Advisors
South Carolina
$528M +$73.8M +16% 4.72% 10.4% 72 13.89% 1.9
Richard C. Young & Co
2129
Richard C. Young & Co
Rhode Island
$528M +$3.69M +0.7% 3.96% 137% 69 5.8% 3
MAM
2130
Mastrapasqua Asset Management
Tennessee
$527M +$922K +0.2% 6.69% 54.9% 134 9.7% 3
SFG
2131
Sather Financial Group
Texas
$527M +$33.4M +7% 7.07% 70% 56 8.93% 3.4
Cassaday & Co
2132
Cassaday & Co
Virginia
$526M +$39.3M +8% 3.01% 62.7% 39 5.13% 3
Oakworth Capital
2133
Oakworth Capital
Alabama
$525M +$36.5M +7% 3.16% 64.3% 678 14.6% 3.3
Axar Capital Management
2134
Axar Capital Management
New York
$525M -$241M -31% 39.3% 680% 6 33.33% 1.9
MCM
2135
Mason Capital Management
New York
$524M +$58.3M +13% 1.44% 18.5% 12 50% 1.2
AIC
2136
AWM Investment Company
New York
$523M +$14.9M +3% 3.81% 778% 96 15.63% 2.1
Osborne Partners Capital Management
2137
Osborne Partners Capital Management
California
$523M +$10.6M +2% 4.06% 60.8% 173 10.4% 4.4
Dakota Wealth Management
2138
Dakota Wealth Management
Florida
$523M +$19.9M +4% 3.52% 112% 319 17.24% 1.3
Global Retirement Partners
2139
Global Retirement Partners
California
$522M +$109M +26% 3.9% – 1,774 20.74% 1.6
Krilogy Financial
2140
Krilogy Financial
Missouri
$522M +$49.2M +10% 3.29% 79% 179 7.82% 2.4
Fort LP
2141
Fort LP
Maryland
$521M +$24.6M +5% 5.94% 56.8% 523 34.99% 0.8
Hengehold Capital Management
2142
Hengehold Capital Management
Ohio
$521M +$95.2M +22% 2.99% 54.5% 131 9.16% 2.9
Cutler Investment Counsel
2143
Cutler Investment Counsel
Oregon
$521M +$9.16M +2% 3.59% 56.2% 96 8.33% 3.4
Community Bank
2144
Community Bank
New York
$520M +$24.9M +5% 2.54% 73.5% 491 13.24% 3.3
Magnus Financial Group
2145
Magnus Financial Group
New York
$519M +$27.7M +6% 3.94% 78.2% 604 25.66% 0.4
Merriman Wealth Management
2146
Merriman Wealth Management
Washington
$519M -$8.99M -2% 3.83% 18.3% 225 24.44% 1.2
XS
2147
XR Securities
Illinois
$518M -$245M -32% 1.59% 17% 391 65.22% 0.3
J.M. Forbes & Co
2148
J.M. Forbes & Co
Massachusetts
$518M +$51.3M +11% 4.8% 112% 105 3.81% 4.4
Tairen Capital
2149
Tairen Capital
Hong Kong
$518M -$376M -42% 2.27% 462% 45 64.44% 0.3
ICM
2150
Indaba Capital Management
California
$517M +$27.1M +6% 0.37% 66.7% 26 30.77% 0.8