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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)
Stoneridge Investment Partners
2226
Stoneridge Investment Partners
Pennsylvania
$470M -$48.7M -9% 4.89% 44.2% 144 37.5% 1.4
Tufton Capital Management
2227
Tufton Capital Management
Maryland
$470M +$3.75M +0.8% 8.46% 96.1% 127 6.3% 3.6
Kays Financial Advisory
2228
Kays Financial Advisory
Georgia
$469M +$13.1M +3% 3.96% 23.3% 87 14.94% 2.2
LM
2229
Lasry Marc
$469M +$12.5M +3% 6.97% 14.8% 8 25% 1
AIA Investment Management
2230
AIA Investment Management
Singapore
$469M +$170M +57% 6.09% 63.3% 14 28.57% 0.6
Merriman Wealth Management
2231
Merriman Wealth Management
Washington
$469M +$30.8M +7% 6.24% 18.3% 188 20.21% 1.1
Elite Wealth Management
2232
Elite Wealth Management
Washington
$468M +$188M +67% 8.56% 142% 59 16.95% 2.4
Avior Wealth Management
2233
Avior Wealth Management
Nebraska
$468M +$24.7M +6% 5.45% 71.4% 811 12.33% 2
Mechanics Bank - Trust Department
2234
Mechanics Bank - Trust Department
California
$468M +$30.2M +7% 7.33% 76.8% 162 4.94% 3.5
JLB & Associates
2235
JLB & Associates
Michigan
$467M -$2.79M -0.6% 7.03% 69.5% 73 8.22% 3.8
Cabot Wealth Management
2236
Cabot Wealth Management
Massachusetts
$466M +$17.5M +4% 5.62% 69.3% 133 15.04% 3.1
Falcon Point Capital
2237
Falcon Point Capital
California
$466M -$43.6M -9% 8.77% 119% 125 18.4% 1.9
JCM
2238
JD Capital Management
Connecticut
$466M +$72.4M +18% 0.01% 47.8% 24 41.67% 1.3
MG
2239
Meditor Group
Bermuda
$465M -$46.7M -9% 7.33% 41.1% 6 0% 3
BerganKDV Wealth Management
2240
BerganKDV Wealth Management
Minnesota
$464M +$17.4M +4% 3.43% 27.9% 674 9.2% 0.7
GIM
2241
Greylin Investment Management
Virginia
$464M +$2.12M +0.5% 8.98% 52.1% 86 17.44% 3.3
Algert Global
2242
Algert Global
California
$464M -$17.9M -4% 8.13% 194% 418 40.19% 0.7
Land & Buildings Investment Management
2243
Land & Buildings Investment Management
Connecticut
$464M -$36.2M -7% 1.55% 53.9% 18 44.44% 1.3
Crescent Grove Advisors
2244
Crescent Grove Advisors
Illinois
$463M +$59.5M +15% 3.3% 64.1% 150 10% 1.1
Aisling Capital
2245
Aisling Capital
New York
$463M -$299M -39% 2.82% 386% 9 0% 3.5
Penobscot Investment Management
2246
Penobscot Investment Management
Massachusetts
$463M +$32.7M +8% 7.44% 103% 200 5% 3.8
Forest Hill Capital
2247
Forest Hill Capital
Arkansas
$463M +$80.2M +21% 1.9% 112% 56 12.5% 2.9
IHT Wealth Management
2248
IHT Wealth Management
Illinois
$462M +$71M +18% 5.91% 74.8% 449 14.03% 1.4
Prana Capital Management
2249
Prana Capital Management
Connecticut
$462M +$87M +23% 0.59% 36.6% 56 62.5% 0.3
KPCB DGF Associates
2250
KPCB DGF Associates
California
$462M -$65.2M -12% 24.2% – 5 20% 1.8