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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)
CCM
2351
Calypso Capital Management
New York
$259M -$74.1M -22% 7.47% – 31 61.29% 0.4
Bank OZK
2352
Bank OZK
Arkansas
$259M +$28.4M +12% 12% 112% 113 9.73% 0.3
CBT
2353
Central Bank & Trust
Kentucky
$259M +$35.2M +16% 9.87% 118% 328 10.37% 0.5
Mendon Capital Advisors
2354
Mendon Capital Advisors
Florida
$258M +$47.6M +23% 6.52% – 119 33.61% 0.4
Evensky & Katz
2355
Evensky & Katz
Florida
$258M +$19M +8% 7.5% 57.1% 35 0% 0.5
Stillwater Capital Advisors
2356
Stillwater Capital Advisors
Pennsylvania
$258M +$88.8M +52% 10.9% 121% 68 36.76% 0.3
Stearns Financial Services Group
2357
Stearns Financial Services Group
North Carolina
$257M +$28M +12% 7.92% 26.1% 106 4.72% 0.5
Monroe Bank & Trust
2358
Monroe Bank & Trust
Michigan
$257M +$14.6M +6% 6.74% 24.7% 321 17.45% 0.4
Clarkston Capital Partners
2359
Clarkston Capital Partners
Michigan
$257M +$49.9M +24% 11% 8.43% 117 20.51% 0.4
AAM
2360
Autus Asset Management
Arizona
$256M +$19.2M +8% 8.22% 26.3% 121 11.57% 0.5
Rhenman & Partners Asset Management
2361
Rhenman & Partners Asset Management
Sweden
$256M – – 6.63% 131% 84 – 0
LCM
2362
Leonard Capital Management
Florida
$255M +$3.97M +2% 9.55% – 157 31.85% 0.4
Reservoir Operations
2363
Reservoir Operations
New York
$255M – – 10.3% 12% 30 – 0
Apriem Advisors
2364
Apriem Advisors
California
$255M +$24.8M +11% 6.96% 74.3% 588 14.63% 0.4
TRIM
2365
Thompson Rubinstein Investment Management
Oregon
$255M +$18.7M +8% 8.24% 42.8% 69 2.9% 0.5
Monarch Capital Management
2366
Monarch Capital Management
Indiana
$255M +$16.6M +7% 9.8% 77% 86 0% 0.5
CDIA
2367
Capital Directions Investment Advisors
Georgia
$255M +$26.4M +12% 8.17% 7.53% 64 9.38% 0.5
EGA
2368
Emerging Global Advisors
New York
$255M +$4.33M +2% 3.56% 0.93% 11 36.36% 0.3
Lombard Odier & Cie (Bahamas)
2369
Lombard Odier & Cie (Bahamas)
Bahamas
$255M – – 9.09% – 119 – 0
Bank Pictet & Cie (Europe)
2370
Bank Pictet & Cie (Europe)
Germany
$255M – – 11.2% 119% 118 – 0
HJA
2371
Hugh Johnson Advisors
New York
$255M +$18.5M +8% 8.76% 41.5% 88 18.18% 0.4
ParenteBeard Wealth Management
2372
ParenteBeard Wealth Management
Pennsylvania
$255M +$49.6M +24% 5.49% – 111 16.22% 0.4
Aspiriant Holdings S3
2373
Aspiriant Holdings S3
California
$254M +$17.5M +7% 8.52% – 107 5.61% 0.5
Wisconsin Capital Management
2374
Wisconsin Capital Management
Wisconsin
$254M +$19.3M +8% 11.4% 153% 109 11.93% 0.4
Southeast Asset Advisors
2375
Southeast Asset Advisors
Georgia
$254M +$24.7M +11% 8.32% 91.5% 107 11.21% 0.4