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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)
VCM
2326
Violich Capital Management
California
$286M -$20.6M -7% 5.02% 111% 103 9.71% 1.9
ZC
2327
Zelman Capital
Ohio
$285M -$116M -29% 2.84% – 38 50% 0.5
Glade Brook Capital Partners
2328
Glade Brook Capital Partners
Connecticut
$285M +$13.6M +5% 2.25% – 9 22.22% 0.8
Fiduciary Financial Services of The Southwest
2329
Fiduciary Financial Services of The Southwest
Texas
$285M -$38.9M -12% 9.27% 39.8% 172 16.86% 1.9
PVG Asset Management
2330
PVG Asset Management
Colorado
$285M -$24.1M -8% 7% – 80 45% 0.4
MCP
2331
Moab Capital Partners
New York
$284M -$49.7M -15% 5.88% 89.3% 57 45.61% 0.7
Monarch Alternative Capital
2332
Monarch Alternative Capital
New York
$284M -$178M -38% 17.2% 497% 8 25% 1.5
Buckingham Strategic Wealth
2333
Buckingham Strategic Wealth
Missouri
$284M -$21.4M -7% 5.28% 16.3% 242 19.01% 1.5
KSL Advisors
2334
KSL Advisors
Colorado
$283M -$170M -37% 2.46% – 2 50% 0.4
Bath Savings Trust
2335
Bath Savings Trust
Maine
$283M -$9.5M -3% 2.49% 57.8% 117 10.26% 1.9
TLCM
2336
Tiger Legatus Capital Management
New York
$283M +$2.75M +1% 7.46% 19.1% 19 42.11% 1.1
Lenox Wealth Advisors
2337
Lenox Wealth Advisors
New York
$283M +$49.1M +21% 9.09% 35.7% 412 27.91% 1
Morgan Dempsey Capital Management
2338
Morgan Dempsey Capital Management
Wisconsin
$283M -$79.7M -22% 8.55% 52.1% 174 10.34% 1.8
KLCM Advisors
2339
KLCM Advisors
Wisconsin
$283M -$114M -29% 13.9% 122% 142 52.11% 1.5
Greenwood Capital Associates
2340
Greenwood Capital Associates
South Carolina
$282M -$48.7M -15% 5.78% 81.3% 204 48.53% 0.9
TBA
2341
Train Babcock Advisors
New York
$282M -$34.8M -11% 9.57% 41.9% 137 16.06% 1.8
Cubic Asset Management
2342
Cubic Asset Management
Massachusetts
$282M -$32M -10% 10.3% 40.5% 170 12.35% 1.7
FBP
2343
Flippin Bruce & Porter
Virginia
$282M -$14.1M -5% 10.7% 44.4% 80 8.75% 1.9
ZBI
2344
Ziff Brothers Investments
New York
$282M +$166M +143% 8.43% – 15 60% 0.2
RC
2345
Reik & Co
New York
$281M -$27.9M -9% 2.39% 38.6% 54 14.81% 2
InterOcean Capital
2346
InterOcean Capital
Illinois
$281M -$42.5M -13% 6.01% 32.1% 172 22.67% 1.4
Ferox Capital Management
2347
Ferox Capital Management
United Kingdom
$281M +$32.2M +13% 0% 2.07% 34 0% 0.6
Allworth Financial
2348
Allworth Financial
California
$281M +$839K +0.3% 7.49% 53.3% 680 8.24% 0.6
Sage Financial Group
2349
Sage Financial Group
Pennsylvania
$281M +$67.8M +32% 9.49% 62% 44 4.55% 1.2
Baker Ellis Asset Management
2350
Baker Ellis Asset Management
Washington
$281M -$17.5M -6% 5.46% 91.9% 264 10.61% 1.8