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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)
Marble Harbor Investment Counsel
2201
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 7.55% 80.2% 189 4.76% 4.5
Lenox Wealth Advisors
2202
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 6.44% 35.7% 794 26.07% 1.8
Efficient Advisors
2203
Efficient Advisors
Ohio
$729M +$74M +11% 4.92% 30.6% 60 1.67% 5
Campbell Wealth Management
2204
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 2.52% 11.2% 69 5.8% 1.6
United Bank (Virginia)
2205
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 9.65% 76.1% 186 17.74% 2.4
First Midwest Bank Trust Division
2206
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 9.6% 107% 394 14.72% 4.2
CCMD
2207
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 9.98% 25.6% 176 6.25% 3.3
RPGK
2208
Retirement Planning Group (Kansas)
Kansas
$726M +$35.9M +5% 4.12% 54.7% 65 10.77% 4.2
Technology Crossover Management IX
2209
Technology Crossover Management IX
California
$725M -$11.6M -2% 7.66% 6.24% 4 0% 2.3
American Assets Investment Management
2210
American Assets Investment Management
California
$725M +$110M +18% 12.6% 520% 149 17.45% 3.8
Hodges Capital Management
2211
Hodges Capital Management
Texas
$723M +$88.3M +14% 23.3% 200% 238 26.47% 2.7
NTCM
2212
Nine Ten Capital Management
Illinois
$722M +$57.4M +9% 7.63% 166% 10 10% 2.4
Hengehold Capital Management
2213
Hengehold Capital Management
Ohio
$722M +$49.7M +7% 4.75% 54.5% 159 18.24% 3.2
Oxford Financial Group
2214
Oxford Financial Group
Indiana
$721M +$31M +4% 6.34% 77.2% 242 19.83% 1.3
Weatherly Asset Management
2215
Weatherly Asset Management
California
$721M +$24.8M +4% 2.9% 116% 200 10% 4.9
Freshford Capital Management
2216
Freshford Capital Management
New York
$718M +$29.9M +4% 11.9% 97.3% 23 39.13% 1
Bogart Wealth LLC
2217
Bogart Wealth LLC
Virginia
$718M +$179M +33% 8.05% 60.5% 678 32.01% 1.7
Nalanda India Equity Fund
2218
Nalanda India Equity Fund
Mauritius
$718M +$20M +3% 2.89% 13.6% 2 0% 1.6
J.M. Forbes & Co
2219
J.M. Forbes & Co
Massachusetts
$717M +$37.4M +6% 2.62% 112% 110 5.45% 4.8
Caldwell Trust
2220
Caldwell Trust
Florida
$717M +$56.1M +8% 5.67% 97.5% 735 6.12% 1.2
KAS
2221
Kemnay Advisory Services
New York
$716M -$72.6M -9% 3.5% 167% 116 48.28% 2.4
Emerson Point Capital
2222
Emerson Point Capital
New York
$716M +$109M +18% 6.21% 94.8% 44 22.73% 1.2
AP
2223
Archon Partners
New Jersey
$716M -$29M -4% 3.05% 99.5% 61 26.23% 3.4
Olstein Capital Management
2224
Olstein Capital Management
New York
$715M +$88.9M +14% 17.5% 16.6% 104 11.54% 3.9
SpiderRock Advisors
2225
SpiderRock Advisors
Delaware
$715M +$270M +61% – – 205 0% 1.2