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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 Business Financial Services
2351
First Business Financial Services
Wisconsin
$276M +$6.89M +3% 1.61% 74% 78 21.79% 0.7
SAS
2352
Spectrum Advisory Services
Georgia
$276M -$13.3M -5% 2.11% 35.6% 172 4.65% 1.2
South Street Advisors
2353
South Street Advisors
New York
$275M -$78M -22% 1.81% 169% 63 11.11% 1
Essex Woodlands Management
2354
Essex Woodlands Management
Texas
$275M -$206M -43% 23.3% 55% 11 9.09% 1.1
Claar Advisors
2355
Claar Advisors
New York
$274M -$16.6M -6% 2.91% 65.5% 34 47.06% 0.4
CDIA
2356
Capital Directions Investment Advisors
Georgia
$274M +$5.26M +2% 2.83% 7.53% 79 27.85% 1
Everence Capital Management
2357
Everence Capital Management
Indiana
$274M +$4.31M +2% 1.62% 108% 279 5.38% 1.1
CPWM LLC
2358
CPWM LLC
Washington
$274M -$3.88M -1% 2.63% 36.6% 149 12.08% 1
Monroe Bank & Trust
2359
Monroe Bank & Trust
Michigan
$274M -$28.9M -10% 1.93% 24.7% 312 58.97% 1.2
PIM
2360
Partner Investment Management
California
$274M -$226M -45% 4.68% 168% 77 37.66% 0.6
Advisory Services Network
2361
Advisory Services Network
Georgia
$273M +$37.2M +16% 0.05% 105% 287 23.69% 0.6
Oceanic Investment Management
2362
Oceanic Investment Management
Isle Of Man
$273M -$143M -34% 7.43% – 22 45.45% 0.6
Giralda Advisors
2363
Giralda Advisors
New York
$273M +$15.1M +6% 0.37% 36.8% 10 0% 0.9
Jaffetilchin Investment Partners
2364
Jaffetilchin Investment Partners
Florida
$273M -$7.71M -3% 0.68% 88.1% 258 45.74% 0.5
Sageworth Trust
2365
Sageworth Trust
Pennsylvania
$273M -$4.41M -2% 2.44% 64.5% 26 3.85% 1.1
FSC
2366
Fiduciary Services Corp
Georgia
$272M +$5.88M +2% 0.47% – 172 10.47% 1.1
SCC
2367
Second Curve Capital
Pennsylvania
$272M -$61.2M -18% 9.62% 160% 28 17.86% 1
LCM
2368
Leonard Capital Management
Florida
$272M -$23.6M -8% 4.56% – 158 27.22% 0.8
FA
2369
FMA Advisory
Pennsylvania
$272M +$134K +0% 0.74% 46.7% 130 7.69% 1.1
Trigran Investments
2370
Trigran Investments
Illinois
$272M +$32.4M +14% 4.04% 30.2% 25 8% 0.9
Reservoir Operations
2371
Reservoir Operations
New York
$272M -$29.4M -10% 8.22% 12% 33 0% 0.7
CCM
2372
Clovis Capital Management
New York
$271M -$52.3M -16% 6.2% 37.4% 30 53.33% 0.3
WAM
2373
Wood Asset Management
Florida
$271M -$22.7M -8% 0.46% – 64 26.56% 1
Brown Advisory Securities
2374
Brown Advisory Securities
Maryland
$271M -$6.65M -2% 0.47% 51% 332 12.65% 1
Wisconsin Capital Management
2375
Wisconsin Capital Management
Wisconsin
$270M -$2.51M -0.9% 0.13% 153% 121 7.44% 1.1