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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)
VAM
2326
Visionary Asset Management
Texas
$318M +$1.87M +0.6% 0.3% 31.9% 195 52.82% 0.7
Schooner Capital
2327
Schooner Capital
Florida
$317M -$35.9M -10% 5.49% 31.1% 2 0% 1.4
ZC
2328
Zelman Capital
Ohio
$317M +$164M +107% 12.6% – 39 48.72% 0.2
ACK Asset Management
2329
ACK Asset Management
Connecticut
$317M +$39.2M +14% 15.6% 132% 54 72.22% 0.5
OIA
2330
Optimum Investment Advisors
Illinois
$316M +$4.56M +1% 2.45% 125% 1,131 23.52% 1.1
Penobscot Investment Management
2331
Penobscot Investment Management
Massachusetts
$316M -$2.14M -0.7% 0.04% 103% 191 5.76% 1.5
MIG Capital
2332
MIG Capital
California
$315M -$10.5M -3% 3.82% 118% 31 32.26% 1
Baker Ellis Asset Management
2333
Baker Ellis Asset Management
Washington
$315M +$16.9M +6% 2.72% 91.9% 265 12.08% 1.4
Bremer Trust National Association
2334
Bremer Trust National Association
Minnesota
$314M +$2.31M +0.7% 1.29% 31.2% 234 12.39% 1.3
CPH
2335
C Partners Holding
Switzerland
$313M +$4.43M +1% 1.5% 25.6% 53 20.75% 0.2
West Face Capital
2336
West Face Capital
Ontario, Canada
$313M -$100M -24% 17% 10.9% 9 33.33% 0.8
American Assets Investment Management
2337
American Assets Investment Management
California
$313M -$4.8M -2% 0.59% 507% 113 7.96% 1.3
CCP
2338
Caymus Capital Partners
Texas
$312M +$112M +56% 5.28% 57.3% 23 39.13% 0.8
Martin & Co
2339
Martin & Co
Tennessee
$312M -$3.79M -1% 0.52% 67.8% 108 2.78% 1.6
Cubic Asset Management
2340
Cubic Asset Management
Massachusetts
$312M +$1.85M +0.6% 0.25% 40.5% 163 8.59% 1.4
Next Financial Group
2341
Next Financial Group
Texas
$312M +$10.7M +4% 3.47% 85.4% 2,101 12.47% 0.6
Halbert Hargrove Global Advisors
2342
Halbert Hargrove Global Advisors
California
$312M +$111M +55% 2.58% 68.2% 182 28.02% 0.9
Annex Advisory Services
2343
Annex Advisory Services
Wisconsin
$311M -$9.9M -3% 2.44% 85.8% 124 27.42% 1.1
Jackson Wealth Management
2344
Jackson Wealth Management
Florida
$310M +$3.9M +1% 1.91% 72.1% 148 44.59% 0.2
Cutler Investment Counsel
2345
Cutler Investment Counsel
Oregon
$310M +$6.06M +2% 0.14% 56.2% 63 6.35% 1.5
Stieven Capital Advisors
2346
Stieven Capital Advisors
Missouri
$310M +$14.6M +5% 0.88% 117% 67 17.91% 1.3
TCM
2347
Tradition Capital Management
New Jersey
$309M -$5.73M -2% 0.24% 43.5% 137 6.57% 1.5
RC
2348
Reik & Co
New York
$309M -$5.84M -2% 1.46% 38.6% 55 5.45% 1.5
Mechanics Bank - Trust Department
2349
Mechanics Bank - Trust Department
California
$309M -$12.8M -4% 0.6% 76.8% 138 5.8% 1.6
HITE Hedge Asset Management
2350
HITE Hedge Asset Management
Massachusetts
$309M +$46.1M +18% 2.85% 54.4% 82 39.02% 0.7