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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)
Lathrop Investment Management
2251
Lathrop Investment Management
Arkansas
$316M +$9.9M +3% 1.59% 72.2% 60 3.33% 2.3
TFG Asset Management
2252
TFG Asset Management
Cayman Islands
$315M +$24.9M +9% 5.49% 72.1% 29 20.69% 0.7
LVM Capital Management
2253
LVM Capital Management
Michigan
$315M +$32.2M +11% 4.53% 121% 113 10.62% 2.2
NBW Capital
2254
NBW Capital
Massachusetts
$315M -$11.4M -3% 1.49% 86% 80 6.25% 1.8
Burnham Asset Management
2255
Burnham Asset Management
New York
$315M -$50.8M -14% 1.42% 39.5% 230 13.04% 2.4
Martin & Co
2256
Martin & Co
Tennessee
$315M +$1.13M +0.4% 1.75% 67.8% 117 13.68% 2.3
JWBC
2257
J.W. Burns & Co
New York
$315M -$568K -0.2% 1.08% 95.4% 154 5.84% 2.2
LLC
2258
Latimer Light Capital
New York
$314M +$194M +160% 5.31% 134% 24 45.83% 0.1
Barry Investment Advisors
2259
Barry Investment Advisors
Massachusetts
$314M +$7.01M +2% 0.73% 66.7% 79 13.92% 1
USA Financial Formulas
2260
USA Financial Formulas
Michigan
$314M +$66.9M +27% 4.86% 104% 136 83.82% 0.1
Fidelity National Financial
2261
Fidelity National Financial
Florida
$314M +$15.9M +5% 5.39% 2.54% 21 0% 1.7
First National Bank & Trust Co of Newtown
2262
First National Bank & Trust Co of Newtown
Pennsylvania
$314M +$11.3M +4% 3.46% 55.7% 113 4.42% 2.4
Mariner Independent Advisor Network
2263
Mariner Independent Advisor Network
Kansas
$313M +$164M +110% 2.34% 39.5% 141 70.21% 0.4
PCM
2264
Piermont Capital Management
Missouri
$313M -$1.04M -0.3% 1.33% 33.2% 290 38.97% 0.7
KCP
2265
KDI Capital Partners
North Carolina
$313M -$23.5M -7% 0.69% 77.1% 46 19.57% 1.6
LVW Advisors
2266
LVW Advisors
New York
$313M +$57.6M +23% 1.34% 79.1% 164 18.9% 0.9
Toscafund Asset Management
2267
Toscafund Asset Management
United Kingdom
$313M -$93.2M -23% 6.88% 80.9% 9 11.11% 1.2
Coe Capital Management
2268
Coe Capital Management
Illinois
$313M +$61.3M +24% 2.46% 84.4% 296 50.68% 0.8
Farmers Trust Company
2269
Farmers Trust Company
Ohio
$312M +$14.7M +5% 4.31% 73.5% 144 14.58% 2.1
Argent Trust
2270
Argent Trust
Texas
$312M +$7.62M +3% 1.38% 25.8% 200 9% 0.6
Brookmont Capital Management
2271
Brookmont Capital Management
Texas
$312M -$39.7M -11% 0.9% 32.2% 56 5.36% 2
IMAS
2272
ID Management A/S
Denmark
$312M +$1.81M +0.6% 2.25% – 338 25.15% 0.8
Yakira Capital Management
2273
Yakira Capital Management
Connecticut
$312M -$164M -35% 3.86% 74.1% 150 48% 0.8
VCM
2274
Violich Capital Management
California
$311M +$9.38M +3% 3.01% 111% 98 7.14% 2.3
CCC
2275
Chelsea Counsel Company
California
$311M -$20.6M -6% 5.3% 106% 139 12.23% 2