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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)
SFG
2351
Sather Financial Group
Texas
$401M +$35.4M +10% 10% 70% 67 5.97% 2.1
Oak Hill Capital Management
2352
Oak Hill Capital Management
New York
$400M +$25.1M +7% 6.48% 1.19% 4 50% 1.3
Koshinski Asset Management
2353
Koshinski Asset Management
Illinois
$400M +$94.7M +31% 5.99% 76.5% 439 23.92% 1.4
Berkshire Money Management
2354
Berkshire Money Management
Massachusetts
$399M +$16.3M +4% 5.84% 61.8% 24 4.17% 2.3
GC
2355
Gratia Capital
California
$399M +$146M +58% 15.5% 42.4% 61 62.3% 0.4
Mark Asset Management
2356
Mark Asset Management
New York
$399M -$60.4M -13% 9.73% 325% 61 32.79% 2
Laffer Tengler Investments
2357
Laffer Tengler Investments
Tennessee
$399M +$20.2M +5% 5.44% 96.5% 213 4.69% 1.3
Zuckerman Investment Group
2358
Zuckerman Investment Group
Illinois
$399M -$8.42M -2% 4.76% 111% 55 9.09% 2.4
12th Street Asset Management Company
2359
12th Street Asset Management Company
Tennessee
$399M +$12.3M +3% 8.93% 106% 23 26.09% 1.6
TA Associates
2360
TA Associates
Massachusetts
$398M +$163M +69% 69.4% – 1 0% 2.3
Crescent Grove Advisors
2361
Crescent Grove Advisors
Illinois
$398M +$7.99M +2% 2.49% 64.1% 154 12.34% 0.4
RBO & Co
2362
RBO & Co
California
$398M +$13.9M +4% 7.24% 27.9% 56 10.71% 3.3
Bath Savings Trust
2363
Bath Savings Trust
Maine
$398M +$23.6M +6% 6.64% 57.8% 126 5.56% 3.3
Calton & Associates
2364
Calton & Associates
Florida
$397M – – 4.88% 73.9% 1,551 – 0
Baker Ellis Asset Management
2365
Baker Ellis Asset Management
Washington
$397M +$20.1M +5% 6.11% 91.9% 253 11.86% 3.3
Northcape Capital
2366
Northcape Capital
Australia
$397M +$33.8M +9% 9.4% – 12 0% 0.9
Claar Advisors
2367
Claar Advisors
New York
$397M +$13.8M +4% 3.87% 65.5% 44 47.73% 0.7
MCP
2368
Moab Capital Partners
New York
$397M -$83.5M -17% 1% 89.3% 37 48.65% 1.2
Biondo Investment Advisors
2369
Biondo Investment Advisors
Pennsylvania
$396M +$32.2M +9% 6.84% 83.4% 104 18.27% 2.4
Kovack Advisors
2370
Kovack Advisors
Florida
$396M +$94.2M +31% 5.67% 118% 524 42.56% 1.1
NWAM LLC
2371
NWAM LLC
Washington
$395M +$10.1M +3% 4.73% 112% 343 10.5% 2.1
American Assets Capital Advisers
2372
American Assets Capital Advisers
California
$394M +$140M +55% 10.8% 73.5% 33 21.21% 1.9
JWBC
2373
J.W. Burns & Co
New York
$394M +$19.7M +5% 6.43% 95.4% 165 7.27% 3.4
Flagship Pioneering
2374
Flagship Pioneering
Massachusetts
$394M +$95.3M +32% 18.1% 13.3% 6 50% 0.8
Jackson Wealth Management
2375
Jackson Wealth Management
Florida
$394M +$24.8M +7% 5.9% 72.1% 99 23.23% 1.1