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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)
Lenox Wealth Advisors
2201
Lenox Wealth Advisors
New York
$334M +$19.4M +6% 0.98% 35.7% 525 54.48% 1.3
CK
2202
Carnick & Kubik
Colorado
$334M +$178M +114% 1.99% 45.1% 1,015 86.8% 0.2
TCOT
2203
Trust Company of Toledo
Ohio
$333M +$6.89M +2% 1.88% 109% 174 6.32% 2.4
Legacy Wealth Management (Tennessee)
2204
Legacy Wealth Management (Tennessee)
Tennessee
$333M -$24M -7% 1.06% 50.4% 11 36.36% 2.1
MRCM
2205
M&R Capital Management
New Jersey
$332M -$14.1M -4% 0.7% 52.6% 195 9.74% 2.3
Winslow Evans & Crocker
2206
Winslow Evans & Crocker
Massachusetts
$332M -$17.4M -5% 1.88% 76.2% 1,388 8.72% 1.9
CCM
2207
Cohen Capital Management
California
$331M $0 0% 0.41% 91.5% 123 0% 2.4
Thomasville National Bank
2208
Thomasville National Bank
Georgia
$331M +$49M +17% 2.46% – 153 14.38% 1.7
Pensionfund Sabic
2209
Pensionfund Sabic
Netherlands
$331M -$4.51M -1% 4.8% 63.6% 233 32.62% 0.6
Woodmont Investment Counsel
2210
Woodmont Investment Counsel
Tennessee
$331M -$9.01M -3% 2.23% 66.8% 577 9.53% 1.1
Baltimore-Washington Financial Advisors
2211
Baltimore-Washington Financial Advisors
Maryland
$330M +$10M +3% 0.85% 80.6% 97 23.71% 2.1
Stadium Capital Management
2212
Stadium Capital Management
Connecticut
$330M +$66.2M +25% 4.94% 10.9% 12 16.67% 1.8
Savant Capital
2213
Savant Capital
Illinois
$329M +$8.68M +3% 1.75% 61.2% 246 14.63% 1.9
SC
2214
Selz Capital
New York
$329M -$16.8M -5% 2.93% 10.2% 49 22.45% 1.6
LaFleur & Godfrey
2215
LaFleur & Godfrey
Michigan
$329M -$8.42M -2% 0.4% 85.2% 76 10.53% 2.3
Guinness Asset Management
2216
Guinness Asset Management
United Kingdom
$329M +$84.3M +35% 2.12% 73.9% 87 8.05% 1.9
Berkshire Money Management
2217
Berkshire Money Management
Massachusetts
$328M +$46.2K +0% 1.46% 61.8% 28 25% 1.2
Alpha Cubed Investments
2218
Alpha Cubed Investments
California
$328M -$55.5M -14% 1.23% 126% 191 25.13% 1.2
Trigran Investments
2219
Trigran Investments
Illinois
$328M -$15.8M -5% 1.84% 30.2% 21 19.05% 2
Oak Management Corp
2220
Oak Management Corp
Connecticut
$327M +$6.94M +2% 5.61% 96.4% 9 0% 0.3
Cutler Investment Counsel
2221
Cutler Investment Counsel
Oregon
$327M +$33.1M +11% 2.69% 56.2% 78 23.08% 1.8
Shelter Mutual Insurance
2222
Shelter Mutual Insurance
Missouri
$326M +$4.3M +1% 3.53% 51.2% 47 14.89% 2.4
Vista Capital Partners
2223
Vista Capital Partners
Oregon
$325M +$6.54M +2% 1.29% 61.2% 45 8.89% 2.5
Sheets Smith Wealth Management
2224
Sheets Smith Wealth Management
North Carolina
$325M -$5.46M -2% 2.24% 83.4% 275 30.18% 1.7
ICRM
2225
Insight Capital Research & Management
California
$323M -$20.7M -6% 5.49% 287% 123 47.97% 0.5