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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
2151
Fiduciary Group
Georgia
$854M +$70.2M +9% 9.95% 67.1% 263 11.41% 5.3
Gladstone Capital Management
2152
Gladstone Capital Management
United Kingdom
$853M -$126M -13% 18.8% 304% 18 38.89% 1.2
Penobscot Investment Management
2153
Penobscot Investment Management
Massachusetts
$853M +$117M +16% 11.7% 114% 300 11.33% 5
SC
2154
Sasco Capital
Connecticut
$852M +$77M +10% 7.25% 15.5% 60 15% 2.8
Traphagen Investment Advisors
2155
Traphagen Investment Advisors
New Jersey
$852M +$63.2M +8% 8.21% 65.8% 182 15.38% 2.6
Private Trust Company
2156
Private Trust Company
Ohio
$851M +$93.3M +12% 10.3% 87.7% 2,477 14.37% 2
Quantum Capital Management (New Jersey)
2157
Quantum Capital Management (New Jersey)
New Jersey
$850M +$94.8M +13% 12% 22.7% 32 12.5% 5.2
MMBG Investment Advisors
2158
MMBG Investment Advisors
Florida
$850M +$56.3M +7% 11.6% 118% 162 9.26% 1.7
Technology Crossover Management X
2159
Technology Crossover Management X
California
$849M +$132M +18% 20.1% 73.1% 6 0% 2.5
IQ EQ Fund Management
2160
IQ EQ Fund Management
Ireland
$849M +$362M +74% 12.2% 109% 323 38.7% 2.6
Smith, Moore & Co
2161
Smith, Moore & Co
Missouri
$849M +$91.6M +12% 10.2% 67% 427 14.52% 4.5
HTLF Bank
2162
HTLF Bank
Colorado
$848M – – 10.4% – 240 – 0
Kontiki Capital Management (HK)
2163
Kontiki Capital Management (HK)
Hong Kong
$847M -$68.5M -7% 3.85% 90.6% 8 0% 3.1
Mizuho Bank
2164
Mizuho Bank
Japan
$847M -$185M -18% 11.4% 99.8% 10 50% 2.8
Laird Norton Wetherby Trust Company
2165
Laird Norton Wetherby Trust Company
Washington
$846M +$68.6M +9% 12.9% 88.1% 156 67.95% 1.1
Texas Capital Bank Wealth Management Services
2166
Texas Capital Bank Wealth Management Services
Texas
$846M +$54M +7% 10.7% 81.9% 231 21.21% 2
Stratos Investment Management
2167
Stratos Investment Management
Ohio
$845M +$176M +26% 9.46% 58.2% 190 21.05% 2.5
Northcape Capital
2168
Northcape Capital
Australia
$845M +$184M +28% 16.8% – 32 9.38% 3.3
Hengehold Capital Management
2169
Hengehold Capital Management
Ohio
$844M +$78M +10% 8.96% 54.5% 182 10.99% 4.3
SNS Financial Group
2170
SNS Financial Group
Minnesota
$844M +$86M +11% 9.15% 54.2% 196 10.2% 4.7
Campbell Wealth Management
2171
Campbell Wealth Management
Virginia
$843M +$21.4M +3% 9.6% 11.2% 79 26.58% 2.8
Kovack Advisors
2172
Kovack Advisors
Florida
$842M +$125M +17% 12.1% 118% 622 19.45% 3.3
Charter Oak Capital Management
2173
Charter Oak Capital Management
New Hampshire
$842M +$86.7M +11% 9.46% 39.2% 175 6.29% 2.6
Fort Baker Capital Management
2174
Fort Baker Capital Management
California
$841M -$243M -22% 2.01% 46.3% 108 34.26% 1
TFP
2175
Triple Frond Partners
California
$841M +$52.4M +7% 10.6% 92.9% 11 18.18% 4.8