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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
MHIC
2201
Marble Harbor Investment Counsel
Massachusetts
$731M +$51.7M +8% 7.55% 66.7% 189 4.76%
LWA
2202
Lenox Wealth Advisors
New York
$729M +$26.2M +4% 6.44% 35.7% 794 26.07%
EA
2203
Efficient Advisors
Ohio
$729M +$74M +11% 4.92% 30.6% 60 1.67%
CWM
2204
Campbell Wealth Management
Virginia
$729M +$43.5M +6% 2.52% 11.2% 69 5.8%
UBV
2205
United Bank (Virginia)
Virginia
$728M +$59.5M +9% 9.65% 76.1% 186 17.74%
FMBTD
2206
First Midwest Bank Trust Division
Illinois
$727M +$37.2M +5% 9.6% 107% 394 14.72%
CCMD
2207
Cypress Capital Management (Delaware)
Delaware
$727M -$7.03M -1% 9.98% 25.6% 176 6.25%
RPGK
2208
Retirement Planning Group (Kansas)
Kansas
$726M +$35.9M +5% 4.12% 49.7% 65 10.77%
TCMI
2209
Technology Crossover Management IX
California
$725M -$11.6M -2% 7.66% 13% 4 0%
AAIM
2210
American Assets Investment Management
California
$725M +$110M +18% 12.6% 507% 149 17.45%
HCM
2211
Hodges Capital Management
Texas
$723M +$88.3M +14% 23.3% 200% 238 26.47%
NTCM
2212
Nine Ten Capital Management
Illinois
$722M +$57.4M +9% 7.63% 166% 10 10%
HCM
2213
Hengehold Capital Management
Ohio
$722M +$49.7M +7% 4.74% 48.1% 159 18.24%
OFG
2214
Oxford Financial Group
Indiana
$721M +$31M +4% 6.34% 77.2% 242 19.83%
WAM
2215
Weatherly Asset Management
California
$721M +$24.8M +4% 2.9% 108% 200 10%
FCM
2216
Freshford Capital Management
New York
$718M +$29.9M +4% 11.9% 97.3% 23 39.13%
BWL
2217
Bogart Wealth LLC
Virginia
$718M +$179M +33% 8.05% 60.5% 678 32.01%
NIEF
2218
Nalanda India Equity Fund
Mauritius
$718M +$20M +3% 2.89% 30.2% 2 0%
JMFC
2219
J.M. Forbes & Co
Massachusetts
$717M +$37.4M +6% 2.62% 95.1% 110 5.45%
CT
2220
Caldwell Trust
Florida
$717M +$56.1M +8% 5.67% 87% 735 6.12%
KAS
2221
Kemnay Advisory Services
New York
$716M -$72.6M -9% 3.5% 167% 116 48.28%
EPC
2222
Emerson Point Capital
New York
$716M +$109M +18% 6.21% 94.8% 44 22.73%
AP
2223
Archon Partners
New Jersey
$716M -$29M -4% 3.05% 86% 61 26.23%
OCM
2224
Olstein Capital Management
New York
$715M +$88.9M +14% 17.5% 16.6% 104 11.54%
SA
2225
SpiderRock Advisors
Delaware
$715M +$270M +61% 205 0%