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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)
ZCG
2326
Zesiger Capital Group
New York
$264M +$17.3M +7% 9.81% – 27 33.33% 0.4
Gibson Capital
2327
Gibson Capital
Pennsylvania
$264M +$10.3M +4% 3.34% 67.2% 16 0% 0.5
Kathryn A. Hall
2328
Kathryn A. Hall
$264M +$7.25M +3% 0.3% 95.2% 11 9.09% 0.4
Modera Wealth Management
2329
Modera Wealth Management
New Jersey
$263M +$54.7M +26% 5.26% 68.2% 84 35.71% 0.3
Argent Trust Company
2330
Argent Trust Company
Louisiana
$263M +$26.9M +11% 9.96% – 148 6.76% 0.4
TPH Asset Management
2331
TPH Asset Management
Texas
$263M +$15M +6% 5.72% 8.46% 131 49.62% 0.3
Mather Group
2332
Mather Group
Illinois
$263M +$21.8M +9% 5.22% 54.1% 27 40.74% 0.3
IP
2333
Interval Partners
New York
$263M – – 7.81% 106% 57 – 0
JLB & Associates
2334
JLB & Associates
Michigan
$263M +$25.4M +11% 11.3% 69.5% 75 2.67% 0.5
Schooner Capital
2335
Schooner Capital
Florida
$262M +$28.8M +12% 12.3% 31.1% 1 0% 0.5
Tyrus Capital S.A.M.
2336
Tyrus Capital S.A.M.
Monaco
$262M -$83.3M -24% 4.06% – 21 80.95% 0.1
Palouse Capital Management
2337
Palouse Capital Management
Washington
$262M +$14.3M +6% 9.01% 67.8% 130 23.08% 0.4
Callan Capital
2338
Callan Capital
California
$262M +$52.1M +25% 6.93% 20.1% 59 30.51% 0.3
Stonerise Capital Management
2339
Stonerise Capital Management
California
$261M +$75.4M +41% 13.9% 0.77% 13 23.08% 0.4
KFS
2340
Kurt F. Somerville
$261M +$10.2M +4% 10.5% 92.9% 109 7.34% 0.5
Waratah Capital Advisors
2341
Waratah Capital Advisors
Ontario, Canada
$261M +$81.7M +46% 12.6% 192% 120 66.67% 0.2
SOL Capital Management
2342
SOL Capital Management
Maryland
$261M +$19.3M +8% 8.88% 56.6% 195 14.87% 0.4
Annex Advisory Services
2343
Annex Advisory Services
Wisconsin
$260M +$45.8M +21% 6.27% 85.8% 104 18.27% 0.5
Dynamo Internacional Gestao de Recursos
2344
Dynamo Internacional Gestao de Recursos
Brazil
$260M +$45.1M +21% 5.21% 34.1% 11 18.18% 0.4
Cowen Prime Advisors
2345
Cowen Prime Advisors
New York
$260M +$3.76M +1% 14.8% 116% 318 22.33% 0.4
Hunter Associates Investment Management
2346
Hunter Associates Investment Management
Pennsylvania
$260M +$19.9M +8% 8.73% 76.1% 169 8.28% 0.5
WA
2347
WealthTrust Axiom
Pennsylvania
$260M +$17M +7% 8.02% 125% 207 15.94% 0.4
Hilton Capital Management
2348
Hilton Capital Management
New York
$260M +$49.1M +23% 6.53% 58.2% 94 23.4% 0.4
CPWM LLC
2349
CPWM LLC
Washington
$259M +$15.5M +6% 5.02% 36.6% 133 21.05% 0.4
RBO & Co
2350
RBO & Co
California
$259M +$26M +11% 9.03% 27.9% 52 5.77% 0.5