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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)
Simmons First Trust
2176
Simmons First Trust
Arkansas
$300M +$42M +16% 7.22% – 126 18.25% 0.4
Emery Howard Portfolio Management
2177
Emery Howard Portfolio Management
California
$300M +$27.3M +10% 6.61% 66.5% 30 10% 0.5
Lucas Capital Management
2178
Lucas Capital Management
New Jersey
$300M +$6.54M +2% 2.31% 44.5% 163 22.7% 0.4
Gavea Investimentos
2179
Gavea Investimentos
Brazil
$300M -$39.2M -12% 10.5% 60.3% 3 66.67% 0.1
Welch Capital Partners
2180
Welch Capital Partners
New York
$298M +$6.44M +2% 9.85% 79.2% 46 30.43% 0.4
Prospera Financial Services
2181
Prospera Financial Services
Texas
$297M +$33.8M +13% 8.29% 97.4% 311 39.55% 0.3
AC
2182
Amiya Capital
United Kingdom
$297M -$331M -53% 16.9% – 38 65.79% 0.3
Gardner Lewis Asset Management
2183
Gardner Lewis Asset Management
Pennsylvania
$297M -$72M -20% 12% 240% 135 60.74% 0.3
Nottingham Advisors
2184
Nottingham Advisors
New York
$297M +$22.8M +8% 6.03% 44.3% 61 22.95% 0.4
Benjamin F. Edwards & Company
2185
Benjamin F. Edwards & Company
Missouri
$297M +$26.5M +10% 6.47% 19.7% 1,005 20.4% 0.4
First American Trust
2186
First American Trust
California
$296M +$18.1M +7% 11.1% 84.6% 137 13.87% 0.5
Baltimore-Washington Financial Advisors
2187
Baltimore-Washington Financial Advisors
Maryland
$296M +$43.2M +17% 8.73% 80.6% 341 44.57% 0.3
Essex Financial Services
2188
Essex Financial Services
Connecticut
$296M -$22.6M -7% 8.92% 87.7% 301 19.93% 0.4
NTV Asset Management
2189
NTV Asset Management
West Virginia
$295M +$9.4M +3% 7.85% 110% 203 7.88% 0.5
Pacific Alternative Asset Management Company (PAAMCO)
2190
Pacific Alternative Asset Management Company (PAAMCO)
California
$294M +$107M +57% 9.89% 87.2% 127 92.91% 0
NM
2191
Newtyn Management
New York
$294M +$39.9M +16% 17% 52% 19 31.58% 0.4
Payden & Rygel
2192
Payden & Rygel
California
$294M +$13M +5% 6.3% 103% 271 12.18% 0.5
Mitchell Capital Management
2193
Mitchell Capital Management
Kansas
$293M -$8.91M -3% 11.1% 219% 39 15.38% 0.4
Biondo Investment Advisors
2194
Biondo Investment Advisors
Pennsylvania
$293M +$29.3M +11% 11.3% 83.4% 99 7.07% 0.4
Winslow Evans & Crocker
2195
Winslow Evans & Crocker
Massachusetts
$293M – – 9.74% 76.2% 1,427 – 0
SAM
2196
Shamrock Asset Management
Texas
$292M +$45.9M +19% 7.55% 31% 107 26.17% 0.4
Private Capital Advisors
2197
Private Capital Advisors
Connecticut
$292M +$16.8M +6% 11.1% 132% 120 17.5% 0.4
Martin & Co
2198
Martin & Co
Tennessee
$292M +$13.6M +5% 8.69% 67.8% 110 1.82% 0.5
Progressive Investment Management
2199
Progressive Investment Management
Oregon
$292M +$22.5M +8% 12.2% 126% 61 26.23% 0.4
Horan Capital Management
2200
Horan Capital Management
Maryland
$292M +$28.7M +11% 9.04% 69.2% 35 5.71% 0.5