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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)
Private Vista
2301
Private Vista
Illinois
$433M +$90M +26% 2.16% 10.1% 162 16.05% 0.7
Pacific Ridge Capital Partners
2302
Pacific Ridge Capital Partners
Oregon
$432M +$58.8M +16% 11.4% 149% 151 7.95% 2.9
Hawk Ridge Capital Management
2303
Hawk Ridge Capital Management
California
$432M +$89.3M +26% 15.6% 84.9% 61 45.9% 0.6
Oslo Pensjonsforsikring
2304
Oslo Pensjonsforsikring
$432M +$46.7M +12% 2.55% 79% 16 6.25% 1
CCM
2305
Cohen Capital Management
California
$432M +$6.18M +1% 2.8% 91.5% 147 6.12% 3.5
United Bank (Virginia)
2306
United Bank (Virginia)
Virginia
$431M -$1.33M -0.3% 0.74% 76.1% 133 10.53% 1.3
Essex Woodlands Management
2307
Essex Woodlands Management
Texas
$431M -$26.3M -6% 17.9% 55% 9 11.11% 3.6
Twele Capital Management
2308
Twele Capital Management
Minnesota
$430M -$1.85M -0.4% 0.47% 37.1% 45 4.44% 4.1
Penobscot Investment Management
2309
Penobscot Investment Management
Massachusetts
$430M +$13.2M +3% 2.6% 103% 203 5.42% 3.6
Narwhal Capital Management
2310
Narwhal Capital Management
Georgia
$430M -$1.29M -0.3% 2.29% 93.8% 145 6.9% 3.3
Glendon Capital Management
2311
Glendon Capital Management
California
$430M +$22.1M +5% 4.66% 142% 32 3.13% 1.9
Jackson Wealth Management
2312
Jackson Wealth Management
Florida
$429M +$71.4M +20% 5.99% 72.1% 111 38.74% 1.3
Menta Capital
2313
Menta Capital
California
$429M -$41.8M -9% 8.14% 61.2% 847 54.19% 0.8
AB
2314
Atlas Brown
Kentucky
$429M -$121M -22% 4.98% 115% 147 6.8% 3.4
Berkshire Money Management
2315
Berkshire Money Management
Massachusetts
$429M +$28.2M +7% 3.46% 61.8% 27 14.81% 2.5
Weatherly Asset Management
2316
Weatherly Asset Management
California
$429M +$6.77M +2% 6.85% 116% 197 5.58% 3.4
CWA Asset Management Group
2317
CWA Asset Management Group
Florida
$428M +$22.1M +5% 3.53% – 225 22.67% 1.3
Tairen Capital
2318
Tairen Capital
Hong Kong
$428M +$123M +40% 6.68% 462% 21 61.9% 0.2
Sheets Smith Wealth Management
2319
Sheets Smith Wealth Management
North Carolina
$427M +$11.1M +3% 5.78% 83.4% 344 22.67% 2.5
Zuckerman Investment Group
2320
Zuckerman Investment Group
Illinois
$427M +$35.6M +9% 7.15% 111% 61 13.11% 2.6
Toth Financial Advisory
2321
Toth Financial Advisory
Virginia
$426M +$15.2M +4% 4.19% 90.4% 479 20.88% 1.3
CAM
2322
Centre Asset Management
New York
$426M -$6.61M -2% 7.35% 45.3% 62 35.48% 1.3
Legacy Wealth Management (Tennessee)
2323
Legacy Wealth Management (Tennessee)
Tennessee
$426M +$18M +4% 3.81% 50.4% 14 14.29% 2.8
First American Trust
2324
First American Trust
California
$425M +$13.3M +3% 3.11% 84.6% 145 17.93% 2.4
PAM
2325
Premier Asset Management
Illinois
$425M -$21.4M -5% 2% 104% 137 19.71% 2.7