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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)
FPFS
2226
First Personal Financial Services
North Carolina
$343M +$50.4M +17% 3.76% 31.5% 882 16.78% 0.7
Jacobus Wealth Management
2227
Jacobus Wealth Management
Wisconsin
$343M +$15.6M +5% 3.58% 17.2% 227 10.13% 2.6
Brown Advisory Securities
2228
Brown Advisory Securities
Maryland
$343M +$22.4M +7% 4.42% 51.2% 327 9.79% 2.1
Stillwater Capital Advisors
2229
Stillwater Capital Advisors
Pennsylvania
$343M +$7.9M +2% 4.23% 121% 80 8.75% 2
Feinberg Stephen
2230
Feinberg Stephen
$342M +$28.8M +9% 13.9% 54.3% 6 16.67% 1.9
Seven Eight Capital
2231
Seven Eight Capital
New York
$342M +$51.1M +18% 6.96% 13.6% 675 71.85% 0.3
EOCM
2232
Energy Opportunities Capital Management
Texas
$342M +$9.8M +3% 4.86% 211% 54 9.26% 1.8
TAM
2233
Taylor Asset Management
Ontario, Canada
$341M -$9.31M -3% 10.5% 12.9% 35 34.29% 1.3
Toth Financial Advisory
2234
Toth Financial Advisory
Virginia
$341M +$12.8M +4% 2.79% 90.4% 131 18.32% 2.3
Abdiel Capital Advisors
2235
Abdiel Capital Advisors
New York
$340M +$98.2M +41% 33.1% 43.7% 6 0% 0.7
Crestwood Capital Management
2236
Crestwood Capital Management
New York
$339M -$59.2M -15% 7.77% 203% 32 43.75% 1.1
Lenox Wealth Advisors
2237
Lenox Wealth Advisors
New York
$339M -$1.43M -0.4% 4.18% 35.7% 230 20.87% 1.7
MDP Global Investors II
2238
MDP Global Investors II
Illinois
$338M +$24.9M +8% 7.94% – 1 0% 0.3
DS
2239
Dalal Street
Texas
$338M +$41.9M +14% 15.2% 92.7% 8 12.5% 1.1
Everence Capital Management
2240
Everence Capital Management
Indiana
$337M +$11.1M +3% 4.96% 108% 311 6.11% 2.3
Impax Asset Management (AIFM)
2241
Impax Asset Management (AIFM)
United Kingdom
$336M +$27M +9% 9.76% 40.5% 26 11.54% 1.5
Apriem Advisors
2242
Apriem Advisors
California
$336M +$27.9M +9% 1.65% 74.3% 749 25.77% 1.9
Bruderman Asset Management
2243
Bruderman Asset Management
New York
$335M +$15.5M +5% 0.49% 31.7% 411 15.33% 1.2
Arrowgrass Capital Partners
2244
Arrowgrass Capital Partners
United Kingdom
$335M +$67M +25% 8.6% – 43 86.05% 0.3
BIM
2245
Bridgecreek Investment Management
Oklahoma
$334M +$8.84M +3% 5.25% 48.4% 103 15.53% 2.2
Matthew 25 Management Corp
2246
Matthew 25 Management Corp
Pennsylvania
$334M -$22.6M -6% 6.01% 141% 19 0% 2.5
First Wilshire Securities Management
2247
First Wilshire Securities Management
California
$334M +$22.8M +7% 12.1% 135% 123 8.13% 2.4
RBO & Co
2248
RBO & Co
California
$333M -$6.29M -2% 0.39% 27.9% 55 10.91% 2.6
TD Capital Management
2249
TD Capital Management
Tennessee
$333M +$13.2M +4% 2.14% 40.5% 195 25.64% 2.2
Lagoda Investment Management
2250
Lagoda Investment Management
New York
$333M +$64.3M +24% 17.8% 250% 29 3.45% 1.4