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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)
NewSquare Capital
2301
NewSquare Capital
Pennsylvania
$326M +$28.3M +10% 2.83% 76.5% 353 13.6% 1.1
Stearns Financial Services Group
2302
Stearns Financial Services Group
North Carolina
$324M +$14.9M +5% 1.27% 26.1% 110 5.45% 1.6
Woodmont Investment Counsel
2303
Woodmont Investment Counsel
Tennessee
$324M -$1.54M -0.5% 1.27% 66.8% 177 10.73% 1.4
FundX Investment Group
2304
FundX Investment Group
California
$324M -$9.22M -3% 3.07% 94.6% 30 50% 0.3
First Merchants Corp
2305
First Merchants Corp
Indiana
$324M +$4.46M +1% 1.62% 55.6% 142 7.75% 1.5
FormulaFolio Investments
2306
FormulaFolio Investments
Michigan
$324M +$65.4M +25% 1.6% 41.4% 110 50.91% 0.2
Dalton Investments
2307
Dalton Investments
Nevada
$324M -$74.4M -19% 9.27% 95.1% 50 32% 1.1
Mitchell Capital Management
2308
Mitchell Capital Management
Kansas
$324M +$16.4M +5% 7.2% 219% 39 20.51% 1.3
Vista Capital Partners
2309
Vista Capital Partners
Oregon
$323M +$6.41M +2% 2.11% 61.2% 45 6.67% 1.6
CII
2310
Chapter IV Investors
North Carolina
$323M +$29.8M +10% 9.23% 4.15% 12 8.33% 1.4
Ninety One North America
2311
Ninety One North America
New York
$322M -$18.7M -5% 6.55% 70.6% 99 15.15% 0.2
TFG Asset Management
2312
TFG Asset Management
Cayman Islands
$322M +$68.7M +27% 1.16% 72.1% 23 17.39% 0.5
RCIM
2313
Russell Clark Investment Management
United Kingdom
$322M +$73.3M +29% 6.39% 174% 27 25.93% 1.1
Aristotle Capital Boston
2314
Aristotle Capital Boston
Massachusetts
$321M +$122M +61% 7.83% 72.2% 106 4.72% 0.2
Alpha Cubed Investments
2315
Alpha Cubed Investments
California
$321M +$65.5M +26% 2.29% 126% 186 33.33% 0.7
Ensemble Capital Management
2316
Ensemble Capital Management
California
$320M +$24M +8% 4.06% 36.2% 45 2.22% 1.6
Kemper
2317
Kemper
Illinois
$320M -$6.33M -2% 0.85% 28.6% 64 4.69% 1.5
Wallington Asset Management
2318
Wallington Asset Management
Indiana
$320M +$7.46M +2% 0.76% 108% 109 48.62% 1.6
JLB & Associates
2319
JLB & Associates
Michigan
$320M +$18.8M +6% 4.42% 69.5% 77 7.79% 1.6
Cannell Capital
2320
Cannell Capital
Wyoming
$320M +$17.4M +6% 6.78% 127% 78 26.92% 1.1
Shelter Mutual Insurance
2321
Shelter Mutual Insurance
Missouri
$319M -$52.4M -14% 1.35% 51.2% 45 11.11% 1.7
First National Bank & Trust Co of Newtown
2322
First National Bank & Trust Co of Newtown
Pennsylvania
$319M +$3.46M +1% 0.36% 55.7% 113 1.77% 1.5
TBA
2323
Train Babcock Advisors
New York
$319M +$9.47M +3% 3.06% 41.9% 145 16.55% 1.3
Hutchinson Capital Management
2324
Hutchinson Capital Management
California
$319M -$35.3M -10% 1.64% 52.6% 63 11.11% 1.6
Taylor Wealth Management Partners
2325
Taylor Wealth Management Partners
Massachusetts
$319M – – 4.95% 62% 176 – 0