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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)
Alaska Permanent Capital Management
2201
Alaska Permanent Capital Management
Alaska
$361M +$19.9M +6% 2.83% 42.8% 26 3.85% 1.4
AAM
2202
Autus Asset Management
Arizona
$360M +$42.6M +13% 3.02% 26.3% 132 11.36% 1.4
KLCM Advisors
2203
KLCM Advisors
Wisconsin
$360M -$27.4M -7% 2.34% 122% 86 20.93% 1.3
First Reserve GP XII
2204
First Reserve GP XII
Connecticut
$358M -$128M -26% 15.9% – 5 20% 0.9
WA
2205
WFG Advisors
Texas
$358M -$136M -28% 1.53% 21.3% 2,303 24.66% 1.4
U.S. Global Investors (USGI)
2206
U.S. Global Investors (USGI)
Texas
$358M -$14.7M -4% 3.54% 151% 424 50% 0.4
TAM
2207
Telemark Asset Management
Massachusetts
$358M +$18.8M +6% 8.86% 329% 34 32.35% 1
SRCM
2208
Sterling Ridge Capital Management
New York
$358M +$105M +41% 4.62% – 95 80% 0.1
Arcadia Investment Management
2209
Arcadia Investment Management
Michigan
$357M +$2.83M +0.8% 5.3% 83.5% 104 4.81% 1.5
CPWM LLC
2210
CPWM LLC
Washington
$357M +$6.68M +2% 4.14% 36.6% 177 11.3% 1.2
WBH Advisory
2211
WBH Advisory
Maryland
$356M +$91.2M +34% 2.62% 57.6% 222 10.36% 1.5
FJ Capital Management
2212
FJ Capital Management
Virginia
$356M +$28.5M +9% 2.57% 97.9% 92 17.39% 0.9
Oberweis Asset Management
2213
Oberweis Asset Management
Illinois
$356M +$21.1M +6% 19.8% 485% 208 57.69% 0.6
CCM
2214
Clovis Capital Management
New York
$356M -$1.81M -0.5% 10.3% 37.4% 32 65.63% 0.3
Park Presidio Capital
2215
Park Presidio Capital
California
$355M +$33.5M +10% 2.75% 94.1% 16 25% 0.2
Horan Capital Management
2216
Horan Capital Management
Maryland
$354M +$64.4M +22% 1.62% 69.2% 59 44.07% 0.9
SCP
2217
Scoria Capital Partners
Connecticut
$354M +$133M +60% 4.92% – 202 76.24% 0.1
Equitec Specialists
2218
Equitec Specialists
Illinois
$354M -$33.4M -9% 0.07% 65.4% 135 40% 0.2
Kelso & Company
2219
Kelso & Company
New York
$354M -$8.5M -2% 2.35% – 1 0% 1.3
Lexington Partners VI Holdings Sub
2220
Lexington Partners VI Holdings Sub
New York
$354M -$52.6M -13% 1.72% – 1 0% 1.8
Winslow Evans & Crocker
2221
Winslow Evans & Crocker
Massachusetts
$353M +$2.61M +0.7% 4.13% 76.2% 1,340 8.51% 1.1
AA
2222
Ancient Art
Texas
$353M -$31.3M -8% 9.77% 168% 21 28.57% 0.9
Twele Capital Management
2223
Twele Capital Management
Minnesota
$353M +$6.87M +2% 1.65% 37.1% 63 4.76% 1.6
Junto Capital Management
2224
Junto Capital Management
New York
$353M +$26.9M +8% 8.28% 122% 27 70.37% 0.1
Vantage Investment Advisors
2225
Vantage Investment Advisors
Pennsylvania
$352M +$175M +99% 1.98% 56.3% 934 22.16% 0.9