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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)
Fiduciary Group
2126
Fiduciary Group
Georgia
$1.06B +$64.5M +6% 7.42% 67.1% 287 5.92% 6
American Trust
2127
American Trust
Kentucky
$1.06B +$656M +162% 9.52% 59% 310 63.55% 1
Waycross Partners
2128
Waycross Partners
Kentucky
$1.06B +$169M +19% 16.8% 87.7% 93 32.26% 2.2
Trust Point Inc
2129
Trust Point Inc
Wisconsin
$1.06B -$35.7M -3% 10% – 473 21.56% 1.3
Kirkoswald Asset Management
2130
Kirkoswald Asset Management
New York
$1.06B +$827M +355% – – 3 66.67% 0.1
TD Capital Management
2131
TD Capital Management
Tennessee
$1.06B +$72.2M +7% 6.04% 40.5% 784 23.09% 2.1
Henry H. Armstrong Associates
2132
Henry H. Armstrong Associates
Pennsylvania
$1.06B +$27.9M +3% 7.21% 70% 60 6.67% 7.6
Ledyard National Bank
2133
Ledyard National Bank
$1.06B +$48.2M +5% 9.13% 80.7% 222 7.21% 7.2
MPM
2134
MBB Public Markets
Illinois
$1.06B +$152M +17% 14.2% 50.3% 537 7.45% 0.4
HAP Trading
2135
HAP Trading
New York
$1.06B +$123M +13% 29.4% 141% 919 46.35% 1.9
Zweig-DiMenna Associates
2136
Zweig-DiMenna Associates
New York
$1.06B +$426M +67% 30% 561% 102 52.94% 1.2
Talbot Financial
2137
Talbot Financial
Washington
$1.06B +$258M +32% 13.1% 118% 64 4.69% 1.9
KL
2138
KIM LLC
Kansas
$1.06B +$187M +22% 3.03% 51.1% 80 5% 0.8
Traphagen Investment Advisors
2139
Traphagen Investment Advisors
New Jersey
$1.06B +$97.7M +10% 8.82% 65.8% 196 10.71% 3.3
Means Investment Company
2140
Means Investment Company
Maine
$1.06B +$114M +12% 12.4% 87.9% 203 11.82% 4.3
Johnson Financial Group LLC (Colorado)
2141
Johnson Financial Group LLC (Colorado)
Colorado
$1.06B +$107M +11% 8.99% 58.7% 105 32.38% 2
Technology Crossover Management XI
2142
Technology Crossover Management XI
California
$1.05B +$71.7M +7% 30.7% 112% 3 0% 1.7
SNS Financial Group
2143
SNS Financial Group
Minnesota
$1.05B +$70.5M +7% 6.26% 54.2% 205 10.24% 5.2
Clear Creek Financial Management
2144
Clear Creek Financial Management
Washington
$1.05B +$86.1M +9% 10.5% 81% 585 19.32% 1.9
Private Trust Company
2145
Private Trust Company
Ohio
$1.05B +$78.5M +8% 9.76% 87.7% 2,616 11.28% 2.9
King Street Capital Management
2146
King Street Capital Management
New York
$1.05B +$188M +22% 6.75% 140% 15 33.33% 0.6
Wellesley Asset Management
2147
Wellesley Asset Management
New Hampshire
$1.05B +$46.3M +5% 0% 0% 64 0% 1
JTC Employer Solutions Trustee
2148
JTC Employer Solutions Trustee
Jersey
$1.05B -$168M -14% 5.34% 88.7% 324 6.17% 3.1
Tortoise Investment Management
2149
Tortoise Investment Management
New York
$1.05B +$88.2M +9% 5.92% 40.2% 1,326 39.74% 3.5
Diversified Portfolios Inc
2150
Diversified Portfolios Inc
Michigan
$1.05B +$97.6M +10% 5.61% 38.2% 164 14.63% 3.5