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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)
Emery Howard Portfolio Management
2201
Emery Howard Portfolio Management
California
$537M +$43.7M +9% 7.03% 66.5% 34 2.94% 5.5
First Reserve GP XI
2202
First Reserve GP XI
Connecticut
$536M -$99M -16% 15.6% 26.4% 1 0% 6
Signet Financial Management
2203
Signet Financial Management
New Jersey
$536M +$24.9M +5% 8.73% 65.2% 260 9.62% 2.6
Brightworth
2204
Brightworth
Georgia
$536M +$54.4M +11% 7.92% 21.7% 100 16% 2
Bluescape Energy Partners
2205
Bluescape Energy Partners
Texas
$535M +$125M +31% 1.85% 57.9% 3 33.33% 0.8
Hilltop Holdings
2206
Hilltop Holdings
Texas
$535M +$7.94M +2% 5.04% 96.7% 450 20.44% 2.6
QVR
2207
QVR
California
$534M -$301M -36% 8.08% – 62 46.77% 0.5
Twele Capital Management
2208
Twele Capital Management
Minnesota
$534M +$27.8M +5% 3.81% 37.1% 46 0% 5.3
Vista Capital Partners
2209
Vista Capital Partners
Oregon
$534M +$30M +6% 6.93% 61.2% 67 10.45% 3.9
Globeflex Capital
2210
Globeflex Capital
California
$534M +$76.4M +17% 14% 186% 568 16.55% 1.6
SCM
2211
SIR Capital Management
New York
$534M +$127M +31% 7.7% 71.1% 54 50% 0.5
Wesleyan Assurance Society
2212
Wesleyan Assurance Society
United Kingdom
$534M +$33.7M +7% 8.84% 102% 87 1.15% 0.7
Southern Wealth Management
2213
Southern Wealth Management
Texas
$533M – – 2.6% 50% 57 – 0
AIA Investment Management (HK)
2214
AIA Investment Management (HK)
Hong Kong
$533M – – 23.9% – 9 – 0
Penobscot Investment Management
2215
Penobscot Investment Management
Massachusetts
$533M +$30.5M +6% 7.35% 114% 202 8.42% 4.5
KFS
2216
Kurt F. Somerville
$533M +$27M +5% 7.54% 92.9% 103 8.74% 4.7
Oracle Investment Management
2217
Oracle Investment Management
Connecticut
$533M +$126M +31% 33.9% 865% 23 21.74% 3.6
Foyston, Gordon, & Payne
2218
Foyston, Gordon, & Payne
Ontario, Canada
$531M +$28.4M +6% 6.61% 57.2% 62 4.84% 4
Granite Investment Advisors
2219
Granite Investment Advisors
New Hampshire
$531M +$21.2M +4% 8.15% 55.6% 175 11.43% 3.3
BFSG LLC
2220
BFSG LLC
California
$530M +$78.9M +17% 6.64% 81.9% 216 25.46% 1.2
10-15 Associates
2221
10-15 Associates
New York
$530M +$43.9M +9% 6.63% 33% 105 10.48% 3.3
CCM
2222
Composite Capital Management
Hong Kong
$529M – – 27.4% – 4 – 0
State of New Jersey Common Pension Fund E
2223
State of New Jersey Common Pension Fund E
New Jersey
$529M +$78.1M +17% 13.1% 26.4% 2 50% 0.1
TrustCore Financial Services
2224
TrustCore Financial Services
Tennessee
$529M +$62M +13% 8.38% 28.3% 1,017 14.16% 1.1
F3Logic
2225
F3Logic
Minnesota
$528M +$91.2M +21% 5.57% 11.8% 156 12.82% 1.1