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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)
First American Trust
2301
First American Trust
California
$320M +$36.9M +13% 4.06% 84.6% 113 15.04% 1.8
Bath Savings Trust
2302
Bath Savings Trust
Maine
$320M +$234K +0.1% 0.52% 57.8% 117 5.98% 2.6
KCM
2303
KSA Capital Management
New Jersey
$320M -$93.2M -23% 33% 109% 40 65% 1
Barings Real Estate Advisers
2304
Barings Real Estate Advisers
Connecticut
$320M +$16.9M +6% 2% 44.2% 44 36.36% 1.5
Stonebridge Capital Advisors
2305
Stonebridge Capital Advisors
Minnesota
$320M +$25M +8% 4.3% 80.1% 168 7.74% 2.1
Narwhal Capital Management
2306
Narwhal Capital Management
Georgia
$319M +$979K +0.3% 1.63% 93.8% 141 11.35% 2.2
Independent Portfolio Consultants
2307
Independent Portfolio Consultants
Florida
$319M +$1.43M +0.4% 5.16% 32.4% 778 15.42% 1.8
Evanston Advisors
2308
Evanston Advisors
Illinois
$319M +$12.4M +4% 4.13% 16% 65 21.54% 1.7
Exane Asset Management
2309
Exane Asset Management
France
$319M +$61.2M +24% 3.88% 74.5% 46 45.65% 0.3
Ferox Capital Management
2310
Ferox Capital Management
United Kingdom
$319M -$38M -11% 0% 2.07% 29 3.45% 1.1
Princeton Portfolio Strategies Group
2311
Princeton Portfolio Strategies Group
New Jersey
$319M +$8.9M +3% 1.26% 83.8% 151 12.58% 2.1
CCM
2312
Clovis Capital Management
New York
$318M +$103M +47% 9.56% 37.4% 27 70.37% 0.5
Colonial Trust Advisors
2313
Colonial Trust Advisors
South Carolina
$318M +$5.78M +2% 2.64% 80% 140 6.43% 2.6
TA
2314
Tamarack Advisers
California
$318M +$57.2M +22% 11.9% 46.5% 46 58.7% 0.3
JCIC Asset Management
2315
JCIC Asset Management
Ontario, Canada
$318M -$17.7M -5% 5.19% – 60 23.33% 2.4
Hilltop Holdings
2316
Hilltop Holdings
Texas
$318M +$3.1M +1% 2.87% 96.7% 317 11.04% 1.8
American Assets Inc
2317
American Assets Inc
California
$317M +$1.23M +0.4% 0.22% 63.2% 11 18.18% 1.5
Freshford Capital Management
2318
Freshford Capital Management
New York
$317M -$23.9M -7% 10.9% 97.3% 31 45.16% 0.9
NewEdge Advisors
2319
NewEdge Advisors
Louisiana
$317M +$75.3M +31% 0.74% 88% 237 40.51% 0.4
Quantum Capital Management (New Jersey)
2320
Quantum Capital Management (New Jersey)
New Jersey
$317M +$12.2M +4% 1.66% 22.7% 37 5.41% 2.3
Chatham Capital Group
2321
Chatham Capital Group
Georgia
$317M -$6.59M -2% 2.52% 97% 140 5% 2.5
Eubel Brady & Suttman Asset Management
2322
Eubel Brady & Suttman Asset Management
Ohio
$317M +$15.8M +5% 4.99% 40.2% 82 8.54% 2.3
Glynn Capital Management
2323
Glynn Capital Management
California
$317M +$9.9M +3% 17.6% 252% 46 10.87% 2.4
Stairway Partners
2324
Stairway Partners
Illinois
$316M +$76.6M +32% 5.55% 48.1% 9 0% 2.9
Bright Rock Capital Management
2325
Bright Rock Capital Management
Massachusetts
$316M +$7.02M +2% 0.18% 53.1% 95 13.68% 2.1