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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)
Callahan Advisors
2226
Callahan Advisors
Texas
$287M +$24.6M +9% 8.93% 87.7% 113 7.08% 0.5
Independent Portfolio Consultants
2227
Independent Portfolio Consultants
Florida
$286M +$36.4M +15% 9.1% 32.4% 484 18.8% 0.4
Coe Capital Management
2228
Coe Capital Management
Illinois
$286M +$137M +91% 14.1% 84.4% 231 66.67% 0.2
Glynn Capital Management
2229
Glynn Capital Management
California
$286M -$17.2M -6% 8.89% 252% 55 20% 0.4
Caspian Capital
2230
Caspian Capital
New York
$286M +$81.5M +40% 12.5% – 18 33.33% 0.3
Accredited Investors
2231
Accredited Investors
Minnesota
$286M +$14.8M +5% 6.66% 74% 57 1.75% 0.5
Courage Capital Management
2232
Courage Capital Management
Tennessee
$286M +$65.5M +30% 9.96% 86.5% 44 40.91% 0.4
Kings Point Capital Management
2233
Kings Point Capital Management
New York
$286M +$25.7M +10% 9.67% 80.1% 290 16.55% 0.4
WAM
2234
Westport Asset Management
Connecticut
$285M -$94.3M -25% 8.26% 64.2% 61 13.11% 0.5
Greylock XI
2235
Greylock XI
Massachusetts
$285M -$92.3M -24% 0.04% – 4 75% 0.3
Buckingham Capital Management (Ohio)
2236
Buckingham Capital Management (Ohio)
Ohio
$285M +$38.9M +16% 7.17% 26.3% 171 7.02% 0.5
White Pine Capital
2237
White Pine Capital
Minnesota
$285M -$5.67M -2% 10.5% 143% 254 16.54% 0.4
Waverly Advisors
2238
Waverly Advisors
Alabama
$284M +$88.6M +45% 7.47% 67.6% 877 38.08% 0.2
Canandaigua National Bank & Trust
2239
Canandaigua National Bank & Trust
New York
$284M +$21.1M +8% 10.8% – 181 8.29% 0.5
LHC
2240
Lodge Hill Capital
New York
$284M – – 11.9% 17.9% 29 – 0
MAK Capital One
2241
MAK Capital One
New York
$284M -$163M -37% 6.32% 200% 18 50% 0.3
Farmers Trust Company
2242
Farmers Trust Company
Ohio
$284M +$21.1M +8% 9.43% 73.5% 124 6.45% 0.5
GJCM
2243
Grand Jean Capital Management
California
$284M -$25.2M -8% 8.88% 61.4% 37 18.92% 0.4
PCM
2244
Prime Capital Management
Hong Kong
$283M +$160M +130% 25.3% 579% 11 54.55% 0.3
Regis Management Company
2245
Regis Management Company
California
$283M -$25.9M -8% 4.17% 5.33% 53 18.87% 0.4
MCF Advisors
2246
MCF Advisors
Kentucky
$283M +$101M +56% 7.71% 50.2% 462 25.11% 0.4
AA
2247
Alta Advisers
United Kingdom
$283M -$1.04M -0.4% 0.81% 114% 79 40.51% 0.5
First National Bank & Trust Co of Newtown
2248
First National Bank & Trust Co of Newtown
Pennsylvania
$282M +$14.5M +5% 5.87% 55.7% 106 7.55% 0.5
Penobscot Investment Management
2249
Penobscot Investment Management
Massachusetts
$282M +$27.2M +11% 9.93% 103% 172 6.98% 0.5
Abner Herrman & Brock
2250
Abner Herrman & Brock
New Jersey
$282M +$131M +87% 11.7% 156% 103 15.53% 0.4