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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)
JLB & Associates
2376
JLB & Associates
Michigan
$301M +$22.1M +8% 9.62% 69.5% 75 0% 1.4
Next Financial Group
2377
Next Financial Group
Texas
$301M -$202M -40% 4.5% 85.4% 2,744 32.65% 0.4
Signature Estate & Investment Advisors
2378
Signature Estate & Investment Advisors
California
$301M +$21M +7% 4.82% 84.4% 93 33.33% 0.8
MKCM
2379
Mount Kellett Capital Management
New York
$301M -$533M -64% 24.3% 20.1% 13 30.77% 1.1
LVM Capital Management
2380
LVM Capital Management
Michigan
$301M -$3.34M -1% 4.33% 121% 125 11.2% 1.2
NCM
2381
Numina Capital Management
New York
$301M – – 4.54% 40.2% 38 – 0
Arosa Capital Management
2382
Arosa Capital Management
Florida
$300M – – 21.7% 536% 37 – 0
Hartline Investment Corp
2383
Hartline Investment Corp
Illinois
$299M +$21.1M +8% 9.17% 201% 118 12.71% 1.3
Samsung Asset Management (New York)
2384
Samsung Asset Management (New York)
New York
$299M -$18.9M -6% 4.8% 38% 86 23.26% 1
Union Square Opportunity
2385
Union Square Opportunity
New York
$298M – – 7.98% – 1 – 0
Jaffetilchin Investment Partners
2386
Jaffetilchin Investment Partners
Florida
$298M +$25.5M +9% 4.58% 88.1% 278 63.31% 0.6
Baker Ellis Asset Management
2387
Baker Ellis Asset Management
Washington
$298M +$8.78M +3% 6.24% 91.9% 269 15.99% 1.3
CDIA
2388
Capital Directions Investment Advisors
Georgia
$297M +$23.2M +8% 2.8% 7.53% 71 2.82% 1.2
Canal Insurance Company
2389
Canal Insurance Company
South Carolina
$297M -$18.1M -6% 2.5% 114% 102 23.53% 1.3
NewSquare Capital
2390
NewSquare Capital
Pennsylvania
$297M +$16M +6% 2.69% 76.5% 355 13.8% 0.9
White Pine Capital
2391
White Pine Capital
Minnesota
$297M +$3.51M +1% 4.19% 143% 235 14.04% 1.2
Vident Investment Advisory
2392
Vident Investment Advisory
Georgia
$297M – – 8.14% 82.6% 544 – 0
HPBT
2393
High Point Bank & Trust
North Carolina
$296M -$4.65M -2% 2.42% 16.5% 452 11.5% 1.3
MDV Management Company
2394
MDV Management Company
California
$296M – – 8% – 5 – 0
Ensemble Capital Management
2395
Ensemble Capital Management
California
$296M +$6.7M +2% 5.48% 36.2% 52 13.46% 1.4
ICM
2396
Indaba Capital Management
California
$295M -$65K -0% 0.87% 66.7% 20 45% 0.5
Monroe Bank & Trust
2397
Monroe Bank & Trust
Michigan
$295M +$21.8M +8% 3.61% 24.7% 322 60.25% 0.6
Stieven Capital Advisors
2398
Stieven Capital Advisors
Missouri
$295M +$27.8M +10% 8.79% 117% 65 13.85% 1.2
Sandhill Capital Partners
2399
Sandhill Capital Partners
New York
$295M +$14.4M +5% 5.85% 64.9% 89 8.99% 1.3
Kopernik Global Investors
2400
Kopernik Global Investors
Florida
$295M -$70.3M -19% 8.49% 128% 24 16.67% 0.8