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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)
Graham Holdings Company
2251
Graham Holdings Company
Virginia
$649M -$147M -18% 20.4% 95.1% 7 28.57% 0.4
Smith, Moore & Co
2252
Smith, Moore & Co
Missouri
$648M -$84.3M -12% 12.7% 67% 433 12.7% 3.9
Callan Capital
2253
Callan Capital
California
$648M -$79.5M -11% 14.7% 20.1% 128 17.19% 3.4
Salomon & Ludwin
2254
Salomon & Ludwin
Virginia
$647M -$43M -6% 14.7% 52.6% 134 15.67% 1.9
Meritech Capital Associates V
2255
Meritech Capital Associates V
California
$646M -$413M -39% 28.7% 133% 7 14.29% 0.9
INVST
2256
INVST
Indiana
$646M +$38.1M +6% 12.1% 78.5% 201 16.42% 1.8
J. Safra Asset Management
2257
J. Safra Asset Management
New York
$644M -$92.1M -13% 12.7% 84.3% 84 32.14% 1
Private Trust Company
2258
Private Trust Company
Ohio
$644M +$3.71M +0.6% 12.2% 87.7% 2,179 84.81% 0.8
Ulysses Management
2259
Ulysses Management
New York
$643M -$191M -23% 20.2% 51.8% 66 37.88% 1.5
Hudson Valley Investment Advisors
2260
Hudson Valley Investment Advisors
New York
$642M -$102M -14% 10.8% 102% 219 7.31% 4.4
WMS Partners
2261
WMS Partners
Maryland
$642M -$87.1M -12% 14.5% 10.8% 293 19.45% 3.3
Cozad Asset Management
2262
Cozad Asset Management
Illinois
$642M -$72.4M -10% 14.8% 132% 370 10.54% 2.4
PrairieView Partners
2263
PrairieView Partners
Minnesota
$642M -$62M -9% 11.3% 34% 505 11.68% 1.8
Keel Point
2264
Keel Point
Alabama
$642M -$25.3M -4% 13.7% 76.4% 294 20.75% 2.5
GM Advisory Group
2265
GM Advisory Group
New York
$641M -$200M -24% 11.8% 53.6% 210 23.33% 2.5
Soleus Capital Management
2266
Soleus Capital Management
Connecticut
$641M -$134M -17% 13.5% 508% 88 44.32% 0.7
Resonant Capital Advisors
2267
Resonant Capital Advisors
Wisconsin
$640M -$34.2M -5% 11% 56.5% 262 24.05% 1.6
Gemmer Asset Management
2268
Gemmer Asset Management
California
$640M -$175M -21% 14.8% 96.8% 1,266 91.39% 5.7
Broad Bay Capital Management
2269
Broad Bay Capital Management
New York
$639M -$148M -19% 19.3% 338% 21 9.52% 1.4
First Heartland Consultants
2270
First Heartland Consultants
Missouri
$638M -$7.2M -1% 11.3% 59.2% 402 27.36% 3
Towle & Co
2271
Towle & Co
Colorado
$638M -$145M -18% 12.5% 172% 79 21.52% 1.1
Yakira Capital Management
2272
Yakira Capital Management
Connecticut
$637M -$63.7M -9% 2.55% 74.1% 584 46.92% 0.6
GFI Investment Counsel
2273
GFI Investment Counsel
Ontario, Canada
$637M -$125M -16% 16.8% 41.8% 20 20% 2.7
Cypress Funds
2274
Cypress Funds
California
$637M -$266M -29% 24.8% 100% 16 6.25% 2.6
Virtue Capital Management
2275
Virtue Capital Management
Tennessee
$636M +$1.38M +0.2% 5.03% 91% 428 44.39% 1.2