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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)
James Investment Research
2151
James Investment Research
Ohio
$782M +$26.6M +4% 7.24% 110% 596 54.19% 4.5
Keeley-Teton Advisors
2152
Keeley-Teton Advisors
Illinois
$782M -$27.1M -3% 3.78% 28.6% 387 13.7% 2.8
PDS Planning
2153
PDS Planning
Ohio
$782M +$56.8M +8% 3.88% 62.7% 354 17.51% 2
Kovack Advisors
2154
Kovack Advisors
Florida
$780M +$46.8M +6% 9.29% 118% 661 20.88% 3.1
Advisory Research
2155
Advisory Research
Illinois
$780M +$171M +28% 13.4% 144% 517 48.36% 1.3
Sourcerock Group
2156
Sourcerock Group
Colorado
$780M +$238M +44% 2.54% 59.1% 32 37.5% 0.9
L. Roy Papp & Associates
2157
L. Roy Papp & Associates
Arizona
$778M +$38M +5% 6.85% 80.1% 174 5.75% 6.2
Anderson Hoagland & Co
2158
Anderson Hoagland & Co
Missouri
$778M +$81.7M +12% 8.31% 104% 129 12.4% 3.2
Ameritas Advisory Services
2159
Ameritas Advisory Services
Nebraska
$778M -$1.21B -61% 7.15% 68.7% 2,727 80.01% 1.3
Campbell Wealth Management
2160
Campbell Wealth Management
Virginia
$778M -$20.1M -3% 4.78% 11.2% 81 16.05% 2.2
Hills Bank & Trust
2161
Hills Bank & Trust
Iowa
$778M +$54.9M +8% 6.58% 52.8% 258 5.43% 4.8
Americana Partners
2162
Americana Partners
Texas
$777M +$143M +23% 4.94% 82.9% 314 20.06% 1.5
Vancity Investment Management
2163
Vancity Investment Management
British Columbia, Canada
$777M +$64.5M +9% 9.59% – 73 12.33% 1.4
RWWM Inc
2164
RWWM Inc
California
$777M +$4.78M +0.6% 1.34% 40.6% 16 12.5% 5
Dubuque Bank & Trust
2165
Dubuque Bank & Trust
Iowa
$777M -$2.81M -0.4% 3.06% 24% 247 13.36% 4.6
WMC
2166
Westwood Management Corporation
Illinois
$776M -$9.9M -1% 16% 44.3% 75 18.67% 5.2
TFP
2167
Triple Frond Partners
California
$776M +$90.2M +13% 14% 92.9% 10 0% 4.3
Webster Bank
2168
Webster Bank
Connecticut
$774M +$6.63M +0.9% 7.38% 77.5% 576 5.03% 5.3
Strategic Wealth Partners
2169
Strategic Wealth Partners
Ohio
$773M +$121M +19% 5.13% – 296 16.55% 2.2
Tensile Capital Management
2170
Tensile Capital Management
California
$773M +$36.5M +5% 1.93% 47.7% 18 16.67% 2.8
KMG Fiduciary Partners
2171
KMG Fiduciary Partners
Ohio
$773M +$75.5M +11% 8.1% 114% 234 7.69% 2.5
Mayflower Financial Advisors
2172
Mayflower Financial Advisors
Massachusetts
$772M +$11.3M +1% 5.01% 68.7% 375 10.4% 1.9
Vantage Investment Partners
2173
Vantage Investment Partners
Missouri
$772M +$40.4M +6% 5.6% 66.8% 73 19.18% 4.5
Leuthold Group
2174
Leuthold Group
Minnesota
$772M +$14.6M +2% 7.95% 126% 234 33.33% 1.8
First Heartland Consultants
2175
First Heartland Consultants
Missouri
$771M +$107M +16% 4.58% 59.2% 406 19.7% 3.3