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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)
USA Financial Formulas
2226
USA Financial Formulas
Michigan
$420M +$5.08M +1% 10.1% 104% 360 71.67% 0.2
Mechanics Bank - Trust Department
2227
Mechanics Bank - Trust Department
California
$419M +$549K +0.1% 3.6% 76.8% 168 8.33% 2.7
CKW Financial Group
2228
CKW Financial Group
Hawaii
$419M +$37.2M +10% 4.34% 62.4% 186 12.37% 2.9
BCM
2229
Bayesian Capital Management
New York
$419M +$148M +54% 10.1% 107% 735 83.4% 0.1
LVM Capital Management
2230
LVM Capital Management
Michigan
$419M +$26.6M +7% 5.78% 121% 121 6.61% 2.9
NewSquare Capital
2231
NewSquare Capital
Pennsylvania
$418M +$6.01M +1% 3.04% 76.5% 343 11.95% 2.3
Twele Capital Management
2232
Twele Capital Management
Minnesota
$417M +$16M +4% 2% 37.1% 44 2.27% 3.5
Ecofin Advisors
2233
Ecofin Advisors
United Kingdom
$417M -$1.55M -0.4% 7.09% 77% 38 21.05% 1.5
Evanston Advisors
2234
Evanston Advisors
Illinois
$416M +$9.15M +2% 1.93% 16% 79 30.38% 1.6
Edinburgh Partners
2235
Edinburgh Partners
United Kingdom
$415M +$56.8M +16% 21.5% 39.2% 32 46.88% 2.8
Vista Capital Partners
2236
Vista Capital Partners
Oregon
$415M +$18.7M +5% 3.39% 61.2% 54 7.41% 3
MRCM
2237
M&R Capital Management
New Jersey
$414M +$12.8M +3% 3.39% 52.6% 588 5.61% 1.8
AR
2238
Argyll Research
Delaware
$414M -$31.4M -7% 4.05% 0.8% 5 0% 2.9
Hussman Strategic Advisors
2239
Hussman Strategic Advisors
Maryland
$413M -$38.3M -8% 4.1% 41.6% 231 30.74% 1.3
CCM
2240
Cohen Capital Management
California
$413M +$11.4M +3% 2.24% 91.5% 146 10.96% 3.1
DS
2241
Dalal Street
Texas
$413M +$8.18M +2% 44.1% 92.7% 6 16.67% 1.9
Calixto Global Investors
2242
Calixto Global Investors
Florida
$413M +$32.7M +9% 13.7% 180% 15 46.67% 0.9
Brightworth
2243
Brightworth
Georgia
$412M +$231M +128% 4.91% 21.7% 133 72.18% 0.3
First Heartland Consultants
2244
First Heartland Consultants
Missouri
$411M +$25.3M +7% 4.51% 59.2% 359 13.37% 2.1
SAM
2245
Senzar Asset Management
New York
$410M +$3.58M +0.9% 4.75% 0.75% 40 72.5% 0.6
JLB & Associates
2246
JLB & Associates
Michigan
$409M +$15.5M +4% 5.86% 69.5% 74 6.76% 3.5
BP
2247
Banbury Partners
North Carolina
$409M -$13M -3% 4.77% 138% 17 23.53% 0.9
Essex Financial Services
2248
Essex Financial Services
Connecticut
$407M -$67.1M -14% 4.4% 87.7% 365 26.58% 2.9
Zuckerman Investment Group
2249
Zuckerman Investment Group
Illinois
$407M +$33M +9% 7.24% 111% 53 5.66% 2.3
Land & Buildings Investment Management
2250
Land & Buildings Investment Management
Connecticut
$407M +$18.7M +5% 0.65% 53.9% 15 40% 1