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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)
RCM
2201
Ratan Capital Management
Florida
$350M -$193M -36% 7.68% 616% 14 64.29% 1.3
LIC
2202
Lodestar Investment Counsel
Illinois
$350M +$22.4M +7% 5.14% 45.1% 120 8.33% 1.3
Phillips Financial Management
2203
Phillips Financial Management
Indiana
$349M +$18M +5% 2.69% 45.6% 70 2.86% 1.3
Fairfield, Bush & Co
2204
Fairfield, Bush & Co
Connecticut
$349M +$670K +0.2% 4.69% 112% 182 9.34% 1.1
Fiduciary Financial Services of The Southwest
2205
Fiduciary Financial Services of The Southwest
Texas
$349M -$4.98M -1% 0.85% 39.8% 179 11.73% 1.3
Strategic Investment Management
2206
Strategic Investment Management
Virginia
$349M +$21.1M +6% 2.91% 53.4% 156 69.23% 0.3
Calamos Wealth Management
2207
Calamos Wealth Management
Illinois
$348M +$1.96M +0.6% 4.56% 102% 243 30.86% 0.8
Summit Securities Group
2208
Summit Securities Group
New York
$348M +$2.82M +0.8% 5.36% 136% 948 52.64% 0.5
Waterfront Capital Partners
2209
Waterfront Capital Partners
New York
$348M +$17M +5% 13.3% 88.3% 57 57.89% 0.4
Mather Group
2210
Mather Group
Illinois
$347M +$22M +7% 1.85% 54.1% 30 20% 0.8
Meritech Capital Associates III
2211
Meritech Capital Associates III
California
$347M -$7.37M -2% 6.96% 135% 7 14.29% 1.4
CCMD
2212
Cypress Capital Management (Delaware)
Delaware
$346M +$26.9M +8% 3.73% 25.6% 71 26.76% 0.9
K.J. Harrison & Partners
2213
K.J. Harrison & Partners
Ontario, Canada
$346M -$10.7M -3% 4.41% 140% 187 28.34% 1
Brookmont Capital Management
2214
Brookmont Capital Management
Texas
$346M -$44.9M -11% 2.01% 32.2% 62 33.87% 1
Twele Capital Management
2215
Twele Capital Management
Minnesota
$346M +$10.4M +3% 1.24% 37.1% 62 3.23% 1.4
Emery Howard Portfolio Management
2216
Emery Howard Portfolio Management
California
$346M +$29.6M +9% 2.4% 66.5% 28 0% 1.5
Greenwood Capital Associates
2217
Greenwood Capital Associates
South Carolina
$345M +$19.5M +6% 6.3% 81.3% 181 41.99% 0.7
Vicus Capital
2218
Vicus Capital
Pennsylvania
$345M +$42.5M +14% 2.14% 59.6% 196 29.08% 0.8
Rhenman & Partners Asset Management
2219
Rhenman & Partners Asset Management
Sweden
$345M +$3.48M +1% 17.9% 131% 110 33.64% 0.7
Northwestern Mutual Investment Services
2220
Northwestern Mutual Investment Services
Wisconsin
$345M +$42.8M +14% 1.61% – 171 82.46% 0.2
First Nebraska Trust
2221
First Nebraska Trust
Nebraska
$345M -$4.98M -1% 5.31% 67.9% 111 13.51% 1.2
Regis Management Company
2222
Regis Management Company
California
$345M +$2.34M +0.7% 0.25% 5.33% 62 16.13% 1.1
SPC Financial Inc
2223
SPC Financial Inc
Maryland
$344M -$1.01M -0.3% 5.13% 65.1% 121 24.79% 1.1
Tetrad Corporation
2224
Tetrad Corporation
Nebraska
$342M -$1.1M -0.3% 3.61% 45.6% 12 25% 1.4
Vestor Capital
2225
Vestor Capital
Illinois
$342M +$40.5M +13% 4.36% 188% 114 27.19% 0.9