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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)
Opus Capital Group
2301
Opus Capital Group
Ohio
$445M +$36.1M +9% 4.3% 49.7% 240 13.75% 2.1
CHA
2302
Cedar Hill Associates
Illinois
$445M -$36.3M -8% 5.57% 21% 157 31.85% 2.5
NWAM LLC
2303
NWAM LLC
Washington
$445M +$22.7M +5% 6.05% 112% 371 15.09% 2.4
Stearns Financial Services Group
2304
Stearns Financial Services Group
North Carolina
$444M +$44.3M +11% 4.94% 26.1% 181 32.04% 2.9
CCM
2305
Cohen Capital Management
California
$444M +$12.2M +3% 5.91% 91.5% 151 9.93% 3.6
Maple Capital Management
2306
Maple Capital Management
Vermont
$444M +$38.7M +10% 9.21% 100% 144 11.81% 3.3
KSCM
2307
Key Square Capital Management
Connecticut
$443M -$34.1M -7% 3.41% 50.2% 38 84.21% 0.1
Shepherd Financial Partners
2308
Shepherd Financial Partners
Massachusetts
$443M -$1.82M -0.4% 6.44% 78% 128 0.78% 1.3
Global Retirement Partners
2309
Global Retirement Partners
California
$442M +$46.9M +12% 6.16% – 1,615 8.67% 1.3
RK Capital Management (Colorado)
2310
RK Capital Management (Colorado)
Colorado
$442M -$11.1M -2% 3.77% 89% 60 31.67% 1.6
SCM
2311
Somerset Capital Management
United Kingdom
$442M -$1.04M -0.2% 1.9% 7.5% 18 22.22% 1.9
3AM
2312
3D Asset Management
Connecticut
$442M +$23.7M +6% 2.06% 0.82% 61 6.56% 3.3
Krilogy Financial
2313
Krilogy Financial
Missouri
$441M +$44.7M +11% 4.02% 79% 857 80.63% 0.4
Bain Capital Life Sciences Investors
2314
Bain Capital Life Sciences Investors
Massachusetts
$441M +$121M +38% 22.7% 507% 6 16.67% 0.5
Duncker Streett & Co
2315
Duncker Streett & Co
Missouri
$440M +$37.1M +9% 7.54% 90.9% 619 5.49% 4
RI
2316
RPTC Inc
Wyoming
$440M -$6.1M -1% 1.23% 66.4% 15 13.33% 0.9
FAS Wealth Partners
2317
FAS Wealth Partners
Kansas
$439M +$67.4M +18% 4.31% 72.3% 178 5.06% 2.9
BC
2318
Blackstart Capital
New York
$439M +$29.9M +7% 1.79% 9% 36 30.56% 0.6
Twele Capital Management
2319
Twele Capital Management
Minnesota
$439M +$8.56M +2% 1.6% 37.1% 46 6.52% 4.5
Smith, Moore & Co
2320
Smith, Moore & Co
Missouri
$439M +$40M +10% 4.95% 67% 366 10.66% 2.2
LVM Capital Management
2321
LVM Capital Management
Michigan
$438M +$23.2M +6% 7.75% 121% 118 9.32% 3.6
VCM
2322
Violich Capital Management
California
$438M +$40.3M +10% 9.62% 111% 125 9.6% 3.6
IBM Retirement Fund
2323
IBM Retirement Fund
New York
$437M -$41.6M -9% 8.45% 54.4% 488 9.22% 3.6
Anchor Investment Management
2324
Anchor Investment Management
South Carolina
$437M +$31M +8% 6.92% 75.1% 845 5.56% 2
Beryl Capital Management
2325
Beryl Capital Management
California
$436M +$118M +37% 10.5% 3,932% 59 83.05% 0.1