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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)
First American Trust
2326
First American Trust
California
$383M +$23.5M +7% 4.24% 84.6% 117 10.26% 2.4
Hillman Company
2327
Hillman Company
Pennsylvania
$382M +$69.1M +22% 6.33% 134% 16 31.25% 1.3
Jacobus Wealth Management
2328
Jacobus Wealth Management
Wisconsin
$382M +$11.2M +3% 3.67% 17.2% 209 2.87% 3.3
Toews Corporation
2329
Toews Corporation
New Jersey
$382M +$21.5M +6% 0.47% 22% 13 30.77% 0.8
LaFleur & Godfrey
2330
LaFleur & Godfrey
Michigan
$382M +$1.65M +0.4% 4.43% 85.2% 73 4.11% 3.4
East Coast Asset Management
2331
East Coast Asset Management
Massachusetts
$382M +$16.1M +4% 6.35% 147% 103 6.8% 3.4
Yorktown Management & Research Company
2332
Yorktown Management & Research Company
Virginia
$382M +$67.9M +22% 3.81% 223% 440 45.45% 1.3
YCG LLC
2333
YCG LLC
Texas
$381M -$2.64M -0.7% 2.47% 27% 38 2.63% 3.4
PCM
2334
Perritt Capital Management
Illinois
$380M -$2.44M -0.6% 8.26% 80.9% 240 11.25% 2.7
Laffer Tengler Investments
2335
Laffer Tengler Investments
Tennessee
$379M -$13.7M -3% 3.36% 96.5% 215 5.12% 1.1
Sunriver Management
2336
Sunriver Management
Connecticut
$379M -$70.4M -16% 4.66% 9.27% 23 43.48% 0.7
Arrowgrass Capital Partners
2337
Arrowgrass Capital Partners
United Kingdom
$378M -$168M -31% 1.15% – 28 60.71% 0.6
Quantitative Systematic Strategies
2338
Quantitative Systematic Strategies
Florida
$378M -$15.6M -4% 5.19% 133% 615 59.19% 0.4
Baker Ellis Asset Management
2339
Baker Ellis Asset Management
Washington
$377M +$12.3M +3% 3.55% 91.9% 246 8.94% 3.3
Segment Wealth Management
2340
Segment Wealth Management
Texas
$377M +$13.9M +4% 4.21% 102% 227 16.74% 2.1
Weatherly Asset Management
2341
Weatherly Asset Management
California
$377M +$21.8M +6% 5.48% 116% 191 6.28% 2.9
Wallington Asset Management
2342
Wallington Asset Management
Indiana
$377M +$17.1M +5% 4.31% 108% 63 7.94% 3
Hengehold Capital Management
2343
Hengehold Capital Management
Ohio
$377M +$21M +6% 4.42% 54.5% 111 8.11% 2
AIS
2344
AlphaOne Investment Services
Pennsylvania
$376M +$4.81M +1% 8.22% 77.1% 304 71.38% 0.7
LA
2345
Leonetti & Associates
Illinois
$376M +$21.8M +6% 6.7% 49.5% 45 13.33% 2.1
Oak Hill Capital Management
2346
Oak Hill Capital Management
New York
$375M +$26.3M +8% 7.67% 1.19% 3 0% 1.3
JWBC
2347
J.W. Burns & Co
New York
$375M +$4.04M +1% 4.61% 95.4% 164 5.49% 3.3
Stanley-Laman Group
2348
Stanley-Laman Group
Pennsylvania
$375M +$5.98M +2% 5.61% 114% 221 18.1% 1.3
Crestview Partners III
2349
Crestview Partners III
New York
$374M -$57.6M -13% 13.3% 51.2% 1 0% 0.3
Bath Savings Trust
2350
Bath Savings Trust
Maine
$374M +$13.7M +4% 3.56% 57.8% 127 5.51% 3.2