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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)
Cutler Investment Counsel
2376
Cutler Investment Counsel
Oregon
$294M +$14.1M +5% 5.71% 56.2% 66 7.58% 2
PCM
2377
Proxima Capital Management
New York
$294M -$107M -27% 0.43% 20.7% 45 28.89% 0.9
Brown Advisory Securities
2378
Brown Advisory Securities
Maryland
$293M +$16.1M +6% 7.45% 51% 328 15.24% 1.7
CDIA
2379
Capital Directions Investment Advisors
Georgia
$293M +$14.1M +5% 3.67% 7.53% 76 18.42% 1.8
Advisor Partners
2380
Advisor Partners
California
$293M +$54.8M +23% 7.71% 63.8% 363 17.63% 1.5
Perella Weinberg Partners Capital Management
2381
Perella Weinberg Partners Capital Management
New York
$293M +$60.7M +26% 4.39% 1.52% 73 60.27% 0.3
CFMC
2382
Curbstone Financial Management Corp
New Hampshire
$292M +$155M +112% 4.51% 69.6% 164 11.59% 1.4
MRM
2383
Michael R. Murphy
$292M +$536K +0.2% 6.33% 93.9% 28 42.86% 0.6
Baker Ellis Asset Management
2384
Baker Ellis Asset Management
Washington
$291M +$10.9M +4% 6.29% 91.9% 252 7.14% 2
Impax Asset Management (AIFM)
2385
Impax Asset Management (AIFM)
United Kingdom
$291M +$30.5M +12% 7.89% 40.5% 27 3.7% 0.9
Aviance Capital Partners
2386
Aviance Capital Partners
Florida
$291M +$47.5M +20% 5.48% 98.2% 203 15.27% 1.8
Rho Capital Partners
2387
Rho Capital Partners
New York
$291M -$10.2M -3% 1.88% – 9 11.11% 1.6
Wallington Asset Management
2388
Wallington Asset Management
Indiana
$291M +$12.5M +4% 7.09% 108% 61 8.2% 2
TFG Asset Management
2389
TFG Asset Management
Cayman Islands
$290M +$82.7M +40% 2.24% 72.1% 30 30% 0.7
Avoro Capital Advisors
2390
Avoro Capital Advisors
New York
$290M -$94.4M -25% 4.23% 512% 35 22.86% 0.6
Travelers Companies
2391
Travelers Companies
Minnesota
$290M -$9.8M -3% 2.44% – 37 21.62% 1.5
KLC
2392
Knowledge Leaders Capital
Colorado
$290M +$26.4M +10% 11.9% 51.6% 35 28.57% 0.9
PL Capital Advisors
2393
PL Capital Advisors
Florida
$290M +$15.1M +6% 9.56% 100% 42 21.43% 1.8
Lawson Kroeker Investment Management
2394
Lawson Kroeker Investment Management
Nebraska
$289M -$8.75M -3% 3.49% 69.7% 81 9.88% 2
Glade Brook Capital Partners
2395
Glade Brook Capital Partners
Connecticut
$289M +$3.84M +1% 18% – 11 36.36% 0.8
SCM
2396
SeaStone Capital Management
New York
$289M -$17M -6% 4.63% 17.6% 28 57.14% 0.7
Cubic Asset Management
2397
Cubic Asset Management
Massachusetts
$289M +$6.71M +2% 5.13% 40.5% 168 13.69% 1.9
Beach Point Capital Management
2398
Beach Point Capital Management
California
$288M -$80.4M -22% 4.94% 84.1% 25 32% 1.1
Narwhal Capital Management
2399
Narwhal Capital Management
Georgia
$288M +$20.1M +8% 6.53% 93.8% 138 13.77% 1.8
Hanseatic Management Services
2400
Hanseatic Management Services
New Mexico
$288M -$34M -11% 11.4% – 460 60% 0.4