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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)
TFA
2401
Toth Financial Advisory
Virginia
$299M +$1.17M +0.4% 0.17% 90.4% 127 14.96% 1.6
MCAI
2402
Meritech Capital Associates III
California
$299M +$65.1M +28% 7.9% 135% 7 42.86% 1.6
VAM
2403
Visionary Asset Management
Texas
$299M -$19.1M -6% 1.26% 31.9% 123 26.02% 0.9
PBT
2404
Pictet Bank & Trust
Bahamas
$299M +$37.2M +14% 0.85% 66.3% 92 20.65% 1.1
CIM
2405
CenturyLink Investment Management
Colorado
$299M -$4.25M -1% 0.71% – 320 23.75% 1.2
BEAM
2406
Baker Ellis Asset Management
Washington
$298M -$16.8M -5% 2.1% 91.9% 260 3.85% 1.6
Savant Capital
2407
Savant Capital
Illinois
$297M +$14.8M +5% 0.89% 61.2% 219 8.68% 1.6
JPMIA
2408
J.P. Marvel Investment Advisors
Massachusetts
$297M +$3.41M +1% 2.42% 183% 84 3.57% 1.8
SAMNY
2409
Samsung Asset Management (New York)
New York
$297M -$4.01M -1% 0.84% 37.6% 85 25.88% 1.4
Hirtle Callaghan & Co
2410
Hirtle Callaghan & Co
Pennsylvania
$296M +$117M +65% 0.44% 58.1% 179 96.65% 0
EMR
2411
Errol M. Rudman
$296M +$7.52M +3% 6.11% 60.5% 45 6.67% 1.2
FBP
2412
Flippin Bruce & Porter
Virginia
$296M +$6.3M +2% 0.32% 44.4% 77 5.19% 1.8
FPC
2413
Falcon Point Capital
California
$296M +$167M +130% 0.56% 119% 128 17.97% 1.1
RRC
2414
Red Rocks Capital
Colorado
$296M -$82.2M -22% 1.56% – 19 0% 1
HCM
2415
Harvey Capital Management
Florida
$296M +$23.5M +9% 5.22% 147% 94 19.15% 1.2
JWM
2416
Jackson Wealth Management
Florida
$296M -$14.9M -5% 1% 72.1% 128 28.13% 0.4
OFM
2417
Okumus Fund Management
Cayman Islands
$295M -$162M -35% 20.9% 8.26% 12 50% 0.8
CCM
2418
Coliseum Capital Management
Connecticut
$295M -$36.9M -11% 3.1% 41.1% 8 0% 1.3
MBT
2419
Monroe Bank & Trust
Michigan
$295M +$5.19M +2% 0.96% 24.7% 333 9.01% 1
CDIA
2420
Capital Directions Investment Advisors
Georgia
$294M -$8.35M -3% 0.46% 7.53% 79 26.58% 1.8
HBK Sorce Advisory
2421
HBK Sorce Advisory
Pennsylvania
$294M +$673K +0.2% 0.39% 58.2% 230 36.09% 1.3
CIC
2422
Canal Insurance Company
South Carolina
$294M -$2.59M -0.9% 1.24% 103% 92 11.96% 1.7
SBWM
2423
Sunflower Bank Wealth Management
Arizona
$294M -$10.4M -3% 1.19% 33.7% 99 6.06% 1.8
CCCPI
2424
Castle Creek Capital Partners IV
California
$294M +$21.9M +8% 2.67% 47.7% 11 0% 1.7
Dragoneer Investment Group
2425
Dragoneer Investment Group
California
$294M +$77.4M +36% 4.09% 77.3% 18 61.11% 0.2