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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
MBTD
2201
Mechanics Bank - Trust Department
California
$468M +$30.2M +7% 7.33% 67.2% 162 4.94%
JA
2202
JLB & Associates
Michigan
$467M -$2.79M -0.6% 7.03% 57.7% 73 8.22%
CWM
2203
Cabot Wealth Management
Massachusetts
$466M +$17.5M +4% 5.62% 55.6% 133 15.04%
FPC
2204
Falcon Point Capital
California
$466M -$43.6M -9% 8.77% 119% 125 18.4%
JCM
2205
JD Capital Management
Connecticut
$466M +$72.4M +18% 0.01% 47.8% 24 41.67%
MG
2206
Meditor Group
Bermuda
$465M -$46.7M -9% 7.33% 41.1% 6 0%
BWM
2207
BerganKDV Wealth Management
Minnesota
$464M +$17.4M +4% 3.43% 27.9% 674 9.2%
GIM
2208
Greylin Investment Management
Virginia
$464M +$2.12M +0.5% 8.98% 52.1% 86 17.44%
AG
2209
Algert Global
California
$464M -$17.9M -4% 8.13% 141% 418 40.19%
LBIM
2210
Land & Buildings Investment Management
Connecticut
$464M -$36.2M -7% 1.55% 42.7% 18 44.44%
CGA
2211
Crescent Grove Advisors
Illinois
$463M +$59.5M +15% 3.3% 51.2% 150 10%
AC
2212
Aisling Capital
New York
$463M -$299M -39% 2.82% 386% 9 0%
PIM
2213
Penobscot Investment Management
Massachusetts
$463M +$32.7M +8% 7.44% 103% 200 5%
FHC
2214
Forest Hill Capital
Arkansas
$463M +$80.2M +21% 1.9% 138% 56 12.5%
IWM
2215
IHT Wealth Management
Illinois
$462M +$71M +18% 5.91% 63% 449 14.03%
PCM
2216
Prana Capital Management
Connecticut
$462M +$87M +23% 0.59% 32.3% 56 62.5%
KDA
2217
KPCB DGF Associates
California
$462M -$65.2M -12% 24.2% 5 20%
ST
2218
Sentinel Trust
Texas
$461M +$13.8M +3% 3.81% 79.2% 120 20%
VCM
2219
V3 Capital Management
Texas
$461M -$14.4M -3% 0.99% 20.5% 20 55%
3C
2220
361 Capital
Colorado
$461M +$19.6M +4% 9.82% 118% 435 56.09%
EIM
2221
Elephas Investment Management
Hong Kong
$459M -$519M -53% 12.2% 422% 23 69.57%
ZIG
2222
Zuckerman Investment Group
Illinois
$459M +$32.5M +8% 4.95% 115% 61 4.92%
GCA
2223
Greenwood Capital Associates
South Carolina
$459M +$25M +6% 7.93% 68.5% 233 37.34%
SWM
2224
Segment Wealth Management
Texas
$459M +$35M +8% 6.91% 102% 237 21.52%
BST
2225
Bath Savings Trust
Maine
$458M +$33.7M +8% 10.7% 47.3% 122 5.74%