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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)
Summit Securities Group
2351
Summit Securities Group
New York
$347M -$113M -24% 9.68% 136% 438 73.74% 0.2
Energy Capital Partners III
2352
Energy Capital Partners III
New Jersey
$347M +$246M +243% 4.99% – 2 0% 0.3
EA
2353
Echinus Advisors
New York
$347M +$38.6M +13% 3.89% 91.4% 9 0% 1.8
ARK Investment Management
2354
ARK Investment Management
Florida
$347M +$72M +26% 18.5% 251% 109 11.01% 0.2
Bruderman Asset Management
2355
Bruderman Asset Management
New York
$346M +$14.4M +4% 5.61% 31.7% 371 70.08% 1.8
First Wilshire Securities Management
2356
First Wilshire Securities Management
California
$346M -$3.2M -0.9% 0.81% 135% 130 6.15% 2.6
PagnatoKarp Partners
2357
PagnatoKarp Partners
Virginia
$346M +$12.8M +4% 3.86% 2.06% 133 24.81% 0.2
Ropes Wealth Advisors
2358
Ropes Wealth Advisors
Massachusetts
$346M +$27.3M +9% 4.86% 71% 588 21.09% 1.2
PCM
2359
Prime Capital Management
Hong Kong
$346M +$191M +124% 57.2% 579% 6 16.67% 1.3
Chicago Capital Management
2360
Chicago Capital Management
Illinois
$346M +$17.2M +5% 14.6% 270% 54 75.93% 0.1
Pure Financial Advisors
2361
Pure Financial Advisors
California
$346M +$11.9M +4% 3.81% 47.2% 105 5.71% 2
Hikari Tsushin Inc
2362
Hikari Tsushin Inc
Japan
$345M +$15.6M +5% 4.15% 59.5% 29 6.9% 2.8
Oakworth Capital
2363
Oakworth Capital
Alabama
$345M +$41.3M +14% 6.51% 64.3% 699 9.73% 2.1
12th Street Asset Management Company
2364
12th Street Asset Management Company
Tennessee
$345M +$14.6M +4% 2.69% 106% 21 9.52% 1.6
LA
2365
Leonetti & Associates
Illinois
$344M +$4.72M +1% 7.29% 49.5% 43 27.91% 1.8
Woodmont Investment Counsel
2366
Woodmont Investment Counsel
Tennessee
$344M -$3.72M -1% 4.32% 66.8% 187 3.74% 2.8
Barton Investment Management
2367
Barton Investment Management
Pennsylvania
$344M +$43.3M +14% 14% 80.3% 43 4.65% 3
Buckingham Strategic Wealth
2368
Buckingham Strategic Wealth
Missouri
$344M +$33.3M +11% 6.44% 16.3% 273 19.41% 2
Rubric Capital Management (New York)
2369
Rubric Capital Management (New York)
New York
$344M +$52.5M +18% 9% 251% 54 64.81% 0.1
Lathrop Investment Management
2370
Lathrop Investment Management
Arkansas
$344M +$11.7M +4% 3.58% 72.2% 64 6.25% 2.9
Penn Davis McFarland
2371
Penn Davis McFarland
Texas
$343M -$21.2M -6% 5.05% 86.8% 45 15.56% 1.8
SAS
2372
Sarbit Advisory Services
Manitoba, Canada
$343M -$496K -0.1% 6.62% 29.3% 11 18.18% 1.5
Plancorp LLC
2373
Plancorp LLC
Missouri
$343M -$8.47M -2% 4.54% 67.3% 176 10.23% 0.7
Crestview Partners II
2374
Crestview Partners II
New York
$342M +$2.56M +0.8% 2.22% 157% 3 0% 2.6
Bath Savings Trust
2375
Bath Savings Trust
Maine
$342M +$17.8M +5% 6.29% 57.8% 121 7.44% 3