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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)
Boltwood Capital Management
2151
Boltwood Capital Management
California
$337M -$1.29M -0.4% 0.05% 63% 91 4.4% 1.2
Knightsbridge Asset Management
2152
Knightsbridge Asset Management
California
$337M -$41.4M -11% 6.99% 150% 51 9.8% 1
Perigon Wealth Management
2153
Perigon Wealth Management
California
$336M -$15M -4% 0.53% 104% 217 18.89% 0.5
Twele Capital Management
2154
Twele Capital Management
Minnesota
$336M -$222K -0.1% 1.83% 37.1% 61 1.64% 1.2
Griffin Asset Management
2155
Griffin Asset Management
New York
$335M +$15.3M +5% 0.78% 88.9% 111 10.81% 1.1
Eubel Brady & Suttman Asset Management
2156
Eubel Brady & Suttman Asset Management
Ohio
$335M -$13.8M -4% 0.67% 40.2% 87 10.34% 1
William Harris Investors
2157
William Harris Investors
Illinois
$335M -$25.8M -7% 2.35% 3.28% 89 11.24% 1
Lawson Kroeker Investment Management
2158
Lawson Kroeker Investment Management
Nebraska
$335M -$8.84M -3% 1.02% 69.7% 73 2.74% 1.2
Essex Financial Services
2159
Essex Financial Services
Connecticut
$335M +$588K +0.2% 0.56% 87.7% 314 8.92% 1
Incline Global Management
2160
Incline Global Management
New York
$334M +$67M +25% 1.19% 40.1% 39 28.21% 0.5
DP
2161
DSAM Partners
United Kingdom
$333M -$32.6M -9% 5.88% 343% 42 83.33% 0.2
Arcadia Investment Management
2162
Arcadia Investment Management
Michigan
$333M -$9.8M -3% 2.29% 83.5% 103 7.77% 1.1
ACP
2163
Andalusian Capital Partners
Connecticut
$332M +$50.2M +18% 3.28% – 52 46.15% 0.4
Evensky & Katz
2164
Evensky & Katz
Florida
$332M +$65.9M +25% 1.52% 57.1% 46 26.09% 0.9
Braver Wealth Management
2165
Braver Wealth Management
Massachusetts
$332M -$55.3M -14% 0.44% 20.4% 93 24.73% 0.9
Phillips Financial Management
2166
Phillips Financial Management
Indiana
$331M -$4M -1% 2.29% 45.6% 72 12.5% 1
Regal Investment Advisors
2167
Regal Investment Advisors
Michigan
$331M +$50.1M +18% 0.57% 64.7% 1,024 15.23% 0.9
Accredited Investors
2168
Accredited Investors
Minnesota
$331M +$23.3M +8% 3.15% 74% 75 16% 1
Waterfront Capital Partners
2169
Waterfront Capital Partners
New York
$331M +$72.8M +28% 2.67% 88.3% 61 55.74% 0.4
Kings Point Capital Management
2170
Kings Point Capital Management
New York
$330M -$2.35M -0.7% 1.62% 80.1% 340 12.65% 0.9
Toscafund Asset Management
2171
Toscafund Asset Management
United Kingdom
$330M +$25.3M +8% 0.09% 80.9% 15 40% 0.7
Mechanics Bank - Trust Department
2172
Mechanics Bank - Trust Department
California
$330M -$19.5M -6% 0.39% 76.8% 154 9.74% 1.1
NTV Asset Management
2173
NTV Asset Management
West Virginia
$330M +$64K +0% 0.56% 110% 202 7.43% 1.1
KLC
2174
Knowledge Leaders Capital
Colorado
$329M -$15.3M -4% 1.06% 51.6% 47 46.81% 0.4
Gavea Investimentos
2175
Gavea Investimentos
Brazil
$329M -$114M -26% 16% 60.3% 10 70% 0.2