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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)
Spectrum Asset Management (Connecticut)
2301
Spectrum Asset Management (Connecticut)
Connecticut
$320M +$53M +20% 0.97% 0.74% 17 0% 1.4
Advisory Services Network
2302
Advisory Services Network
Georgia
$320M +$46.4M +17% 4.18% 105% 1,270 80.24% 0.2
First Merchants Corp
2303
First Merchants Corp
Indiana
$320M +$6.54M +2% 6.07% 55.6% 138 7.25% 1.4
DT Investment Partners
2304
DT Investment Partners
Pennsylvania
$319M +$11.4M +4% 1.91% 58% 88 38.64% 1.2
L & S Advisors
2305
L & S Advisors
California
$319M +$115M +56% 9.52% 231% 91 63.74% 0.5
SC
2306
Selz Capital
New York
$319M +$11.3M +4% 4.91% 10.2% 55 32.73% 1
Beese Fulmer Investment Management
2307
Beese Fulmer Investment Management
Ohio
$319M +$11M +4% 4.64% 124% 162 8.64% 1.3
YCG LLC
2308
YCG LLC
Texas
$319M +$32.6M +11% 6.43% 27% 77 22.08% 1
Lawson Kroeker Investment Management
2309
Lawson Kroeker Investment Management
Nebraska
$318M -$16.3M -5% 2.79% 69.7% 73 4.11% 1.4
Penobscot Investment Management
2310
Penobscot Investment Management
Massachusetts
$318M +$16.7M +6% 5.41% 103% 190 7.37% 1.3
AAM
2311
Autus Asset Management
Arizona
$318M +$19.8M +7% 5.59% 26.3% 122 6.56% 1.3
American Assets Investment Management
2312
American Assets Investment Management
California
$318M +$35.8M +13% 4.16% 507% 110 19.09% 1.2
Altai Capital Management
2313
Altai Capital Management
California
$318M -$8.78M -3% 16.4% 24.9% 9 33.33% 0.6
Beddow Capital Management
2314
Beddow Capital Management
Wyoming
$318M -$22.2M -7% 1.13% 50.7% 47 6.38% 1.4
INCA Investments
2315
INCA Investments
Florida
$317M +$28.9M +10% 7.04% 128% 18 44.44% 0.7
Vista Capital Partners
2316
Vista Capital Partners
Oregon
$317M +$15.2M +5% 5.36% 61.2% 44 6.82% 1.3
VAM
2317
Visionary Asset Management
Texas
$316M -$46.5M -13% 2.62% 31.9% 218 57.34% 0.5
NC
2318
Nokomis Capital
Texas
$316M -$63.3M -17% 0.95% 145% 50 36% 0.8
G2 Investment Partners Management
2319
G2 Investment Partners Management
New York
$316M +$18.9M +6% 25.6% 1,145% 104 48.08% 0.4
SC
2320
Saiers Capital
New York
$316M +$91.1M +40% 3.82% – 356 61.24% 0.4
Welch Capital Partners
2321
Welch Capital Partners
New York
$316M +$11.8M +4% 6.6% 79.2% 41 29.27% 1
Martin & Co
2322
Martin & Co
Tennessee
$316M +$14.1M +5% 4.53% 67.8% 110 6.36% 1.4
CCM
2323
Contrarian Capital Management
Connecticut
$316M +$51.2M +19% 15.5% 29.4% 44 38.64% 0.7
First National Bank & Trust Co of Newtown
2324
First National Bank & Trust Co of Newtown
Pennsylvania
$316M +$15.3M +5% 3.24% 55.7% 120 15.83% 1.3
Private Trust Company
2325
Private Trust Company
Ohio
$315M +$20.8M +7% 4.61% 87.7% 2,027 86.19% 1.3