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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)
Private Vista
2201
Private Vista
Illinois
$430M -$58.3M -12% 9.28% 10.1% 162 14.81% 1.2
CMG
2202
Cavalry Management Group
California
$429M +$75.9M +21% 8.37% 59.6% 28 60.71% 0.3
CWA Asset Management Group
2203
CWA Asset Management Group
Florida
$429M -$23.3M -5% 10.6% – 235 25.96% 1.6
Winslow Asset Management
2204
Winslow Asset Management
Ohio
$429M -$120M -22% 15.2% 89.9% 96 12.5% 4.3
Passport Capital
2205
Passport Capital
California
$429M +$381M +796% 17.1% 40.2% 12 83.33% 0.1
Stonebridge Capital Advisors
2206
Stonebridge Capital Advisors
Minnesota
$429M -$68.3M -14% 12.1% 80.1% 187 13.37% 3.4
Overbrook Management Corp
2207
Overbrook Management Corp
New York
$428M -$99.4M -19% 12.8% 157% 80 18.75% 3.2
BerganKDV Wealth Management
2208
BerganKDV Wealth Management
Minnesota
$427M -$37.1M -8% 8.6% 27.9% 734 18.53% 0.8
Vista Capital Partners
2209
Vista Capital Partners
Oregon
$427M -$60.4M -12% 13.3% 61.2% 58 13.79% 3.9
Thompson Investment Management
2210
Thompson Investment Management
Wisconsin
$426M -$135M -24% 16.6% 100% 180 9.44% 3.9
Fort LP
2211
Fort LP
Maryland
$425M -$22.9M -5% 11.8% 56.8% 530 36.79% 0.5
IFG Advisory
2212
IFG Advisory
Georgia
$424M -$108M -20% 10.9% 70.1% 387 23% 0.9
MCP
2213
Moab Capital Partners
New York
$424M -$32.6M -7% 12.9% 89.3% 41 53.66% 1.2
Emery Howard Portfolio Management
2214
Emery Howard Portfolio Management
California
$424M -$63.1M -13% 13.4% 66.5% 34 5.88% 4.8
Cat Rock Capital Management
2215
Cat Rock Capital Management
Connecticut
$423M +$5M +1% 20.4% 66.7% 11 54.55% 0.9
J.M. Forbes & Co
2216
J.M. Forbes & Co
Massachusetts
$423M -$47.1M -10% 9.67% 112% 111 12.61% 4
Weatherly Asset Management
2217
Weatherly Asset Management
California
$422M -$65M -13% 12.4% 116% 194 10.31% 3.8
Private Trust Company
2218
Private Trust Company
Ohio
$421M -$69.1M -14% 11.8% 87.7% 386 13.21% 3.4
Mandatum Life Insurance Company
2219
Mandatum Life Insurance Company
Finland
$421M -$106M -20% 12.9% 95.9% 146 8.22% 2.5
Globeflex Capital
2220
Globeflex Capital
California
$420M -$88.6M -17% 16.3% 186% 474 17.51% 1.5
Opera Trading Capital
2221
Opera Trading Capital
France
$419M -$111M -21% 0.33% 11.4% 196 65.31% 0.6
Northcape Capital
2222
Northcape Capital
Australia
$418M +$60M +17% 6.54% – 17 35.29% 1.3
American Assets Capital Advisers
2223
American Assets Capital Advisers
California
$418M -$74.3M -15% 13.1% 73.5% 27 14.81% 2.3
GIM
2224
Greylin Investment Management
Virginia
$417M -$46.8M -10% 13.2% 52.1% 87 26.44% 3.2
Alpine Woods Capital Investors
2225
Alpine Woods Capital Investors
New York
$417M -$69.8M -14% 14.8% 105% 311 29.26% 2.6