We are live on ! Find out more

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)
LaFleur & Godfrey
2176
LaFleur & Godfrey
Michigan
$335M -$26.9M -7% 5.69% 85.2% 84 16.67% 1.8
Tensile Capital Management
2177
Tensile Capital Management
California
$334M -$29.7M -8% 10.4% 47.7% 19 15.79% 1.1
CCM
2178
Cohen Capital Management
California
$334M -$54M -14% 8.65% 91.5% 136 11.03% 2
Private Trust Company
2179
Private Trust Company
Ohio
$334M -$15M -4% 6.06% 87.7% 348 18.39% 1.7
Marathon Asset Management (New York)
2180
Marathon Asset Management (New York)
New York
$334M -$6.93M -2% 15.7% 490% 36 58.33% 0.4
Advisory Services Network
2181
Advisory Services Network
Georgia
$331M -$7.76M -2% 5.31% 105% 1,698 19.2% 0.7
ICRM
2182
Insight Capital Research & Management
California
$331M -$47.5M -13% 1.35% 287% 126 51.59% 0.5
American Assets Investment Management
2183
American Assets Investment Management
California
$331M -$3.69M -1% 7.2% 507% 130 18.46% 1.6
BDT Capital Partners
2184
BDT Capital Partners
Illinois
$331M -$179M -35% 35.2% 25.5% 1 0% 2.3
Sonora Investment Management
2185
Sonora Investment Management
Arizona
$331M – – 4.17% 32.8% 1,177 – 0
YCG LLC
2186
YCG LLC
Texas
$330M -$5.94M -2% 5.66% 27% 64 10.94% 1.9
Mission Wealth Management
2187
Mission Wealth Management
California
$330M +$38.1M +13% 7.75% 92.1% 161 30.43% 0.2
KPCB DGF Associates
2188
KPCB DGF Associates
California
$330M -$105M -24% 21.6% – 5 20% 1.1
HC
2189
HHG & Company
Connecticut
$330M -$16.9M -5% 4.16% 22% 136 9.56% 1.7
Foresite Capital Management II
2190
Foresite Capital Management II
California
$329M +$44.4M +16% 15.7% 66.2% 31 35.48% 0.3
3AM
2191
3D Asset Management
Connecticut
$329M -$4.12M -1% 6.93% 0.82% 44 2.27% 1.9
Woodmont Investment Counsel
2192
Woodmont Investment Counsel
Tennessee
$328M -$16.8M -5% 7.76% 66.8% 608 16.94% 0.7
Wealth Enhancement Advisory Services
2193
Wealth Enhancement Advisory Services
Minnesota
$328M +$4.18M +1% 5.99% 85.5% 121 9.92% 0.6
Itau USA Asset Management
2194
Itau USA Asset Management
New York
$328M -$32M -9% 12.8% 15.8% 37 27.03% 1.3
AAM
2195
Autus Asset Management
Arizona
$327M -$30.6M -9% 5.71% 26.3% 141 12.06% 1.8
Arcadia Investment Management
2196
Arcadia Investment Management
Michigan
$327M -$57.5M -15% 7.67% 83.5% 230 15.65% 1.1
Accel X Associates
2197
Accel X Associates
California
$327M +$98.3M +43% 4.11% – 4 25% 0.6
TAM
2198
Telemark Asset Management
Massachusetts
$327M -$51.9M -14% 0.11% 329% 34 47.06% 1.1
TD Capital Management
2199
TD Capital Management
Tennessee
$327M -$67.1M -17% 5.81% 40.5% 169 11.83% 1.8
Berkshire Money Management
2200
Berkshire Money Management
Massachusetts
$326M -$14M -4% 7.34% 61.8% 20 15% 1.5