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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)
SG Capital Management
2201
SG Capital Management
Illinois
$351M -$56.3M -14% 13.5% 250% 96 78.13% 0.2
CC
2202
Cognios Capital
Kansas
$350M +$35.9M +11% 0.82% 28.5% 115 17.39% 1.3
TCOT
2203
Trust Company of Toledo
Ohio
$350M +$2.57M +0.7% 1.03% 109% 186 9.68% 2.6
JFS Wealth Advisors
2204
JFS Wealth Advisors
Pennsylvania
$350M -$12.1M -3% 2.39% 54.8% 538 14.87% 1.7
AL
2205
Agran Libbie
California
$350M -$50.5M -13% 4.17% 27.5% 128 17.97% 2.6
Winslow Evans & Crocker
2206
Winslow Evans & Crocker
Massachusetts
$349M +$14.5M +4% 4.68% 76.2% 1,347 8.76% 2.2
Tompkins Financial
2207
Tompkins Financial
New York
$349M +$11M +3% 4.08% 84.4% 545 32.11% 2.3
Sage Financial Group
2208
Sage Financial Group
Pennsylvania
$349M +$33M +10% 3.21% 62% 45 4.44% 1.9
Woodmont Investment Counsel
2209
Woodmont Investment Counsel
Tennessee
$349M +$14.2M +4% 2.6% 66.8% 763 76.28% 0.6
Old Mutual Customised Solutions
2210
Old Mutual Customised Solutions
South Africa
$348M -$49.2M -12% 4.57% 49.7% 734 4.63% 2.9
NBW Capital
2211
NBW Capital
Massachusetts
$348M +$22.3M +7% 6.21% 86% 82 18.29% 2
Sheffield Asset Management
2212
Sheffield Asset Management
Illinois
$348M +$11.5M +3% 4.55% 24.5% 15 26.67% 0.9
BDT Capital Partners
2213
BDT Capital Partners
Illinois
$347M +$54.9M +19% 18.8% 25.5% 1 0% 3.3
Oberweis Asset Management
2214
Oberweis Asset Management
Illinois
$347M +$10.9M +3% 18.4% 485% 202 49.01% 1.1
AGM
2215
Alpine Global Management
New York
$347M +$129M +59% 5.09% 149% 256 91.02% 0.2
LaFleur & Godfrey
2216
LaFleur & Godfrey
Michigan
$347M +$8.98M +3% 5.15% 85.2% 73 4.11% 2.7
PAM
2217
PineView Asset Management
Connecticut
$346M +$109M +46% 2.18% – 36 58.33% 0.3
Canandaigua National Bank & Trust
2218
Canandaigua National Bank & Trust
New York
$346M -$5.34M -2% 1.24% – 208 6.73% 2.6
Algert Global
2219
Algert Global
California
$346M +$99.2M +40% 16.6% 194% 492 55.28% 0.6
MHAM
2220
Monroe Hall Asset Management
New York
$345M -$13.7M -4% 3.89% – 26 57.69% 0.6
SNS Financial Group
2221
SNS Financial Group
Minnesota
$345M -$53.2M -13% 3.85% 54.2% 141 17.73% 1.6
Equitec Specialists
2222
Equitec Specialists
Illinois
$344M -$190M -36% 4.32% 65.4% 132 48.48% 0.5
First Heartland Consultants
2223
First Heartland Consultants
Missouri
$344M -$568M -62% 3.24% 59.2% 339 15.63% 1.7
Omni Partners
2224
Omni Partners
United Kingdom
$344M +$79.7M +30% 27.1% 412% 42 88.1% 0.1
Perella Weinberg Partners Capital Management
2225
Perella Weinberg Partners Capital Management
New York
$344M +$141M +69% 5.95% 1.52% 91 60.44% 0.3