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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)
Institutional & Family Asset Management
2226
Institutional & Family Asset Management
Colorado
$475M +$29.2M +7% 10.9% 19% 905 13.48% 1.1
AP
2227
Archon Partners
New Jersey
$475M +$73.6M +18% 15.6% 99.5% 61 26.23% 2.7
TD Capital Management
2228
TD Capital Management
Tennessee
$475M +$68.9M +17% 9.53% 40.5% 235 4.26% 3
Hawk Ridge Capital Management
2229
Hawk Ridge Capital Management
California
$474M +$153M +48% 22.2% 84.9% 53 41.51% 0.8
Bath Savings Trust
2230
Bath Savings Trust
Maine
$474M +$71.1M +18% 16.9% 57.8% 125 9.6% 4.1
JLB & Associates
2231
JLB & Associates
Michigan
$474M +$63.9M +16% 15.9% 69.9% 74 6.76% 4.2
Fairholme Capital Management
2232
Fairholme Capital Management
Florida
$473M +$107M +29% 22.6% 36.2% 4 50% 2.3
Globeflex Capital
2233
Globeflex Capital
California
$473M +$53M +13% 16.7% 186% 480 21.04% 1.6
W.R. Berkley Corp
2234
W.R. Berkley Corp
Connecticut
$473M +$14.8M +3% 3.76% 38.7% 116 46.55% 0.5
Krilogy Financial
2235
Krilogy Financial
Missouri
$472M +$110M +30% 11.4% 79% 180 30% 2.2
Penobscot Investment Management
2236
Penobscot Investment Management
Massachusetts
$472M +$55.8M +13% 12.4% 114% 196 8.16% 4.1
Segment Wealth Management
2237
Segment Wealth Management
Texas
$472M +$75.7M +19% 12.9% 108% 210 17.14% 2.7
BIM
2238
Bridgecreek Investment Management
Oklahoma
$472M +$97.2M +26% 20.6% 48.4% 114 11.4% 3
Avior Wealth Management
2239
Avior Wealth Management
Nebraska
$472M +$57.2M +14% 12.7% 71.4% 780 21.03% 2.4
CNA Financial
2240
CNA Financial
Illinois
$471M +$7.92M +2% 13.1% 48.6% 201 16.92% 2.9
Hilltop Holdings
2241
Hilltop Holdings
Texas
$471M +$68M +17% 10.2% 96.7% 413 25.42% 2.4
SCM
2242
Somerset Capital Management
United Kingdom
$470M +$57.5M +14% 13.9% 7.5% 18 5.56% 2.4
G.F.W. Energy X
2243
G.F.W. Energy X
Texas
$470M +$39.5M +9% 35.9% 71.3% 5 40% 1
Oracle Investment Management
2244
Oracle Investment Management
Connecticut
$470M +$148M +46% 57.3% 865% 21 23.81% 3.3
Oslo Pensjonsforsikring
2245
Oslo Pensjonsforsikring
$470M +$69.4M +17% 17.8% 79% 16 0% 1.7
Tufton Capital Management
2246
Tufton Capital Management
Maryland
$470M +$61.9M +15% 12.7% 96.1% 127 9.45% 4
Lunia Capital
2247
Lunia Capital
Texas
$469M +$14.4M +3% 20.8% 115% 43 39.53% 0.6
Fragasso Financial Advisors
2248
Fragasso Financial Advisors
Pennsylvania
$468M +$21.4M +5% 11.1% 73.7% 131 23.66% 2.2
SPC Financial Inc
2249
SPC Financial Inc
Maryland
$467M +$105M +29% 13.5% 65.1% 138 18.12% 2.7
J.M. Forbes & Co
2250
J.M. Forbes & Co
Massachusetts
$467M +$43.5M +10% 12.3% 112% 103 1.94% 4.3