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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)
Fairfield, Bush & Co
2401
Fairfield, Bush & Co
Connecticut
$280M -$6.08M -2% 1.5% 112% 145 13.1% 2.1
Morgan Dempsey Capital Management
2402
Morgan Dempsey Capital Management
Wisconsin
$279M +$18.5M +7% 5.56% 52.1% 192 20.31% 2.1
Pure Financial Advisors
2403
Pure Financial Advisors
California
$279M +$48.6M +21% 3.01% 47.2% 98 31.63% 1.3
Miracle Mile Advisors
2404
Miracle Mile Advisors
California
$279M +$448K +0.2% 0.73% 56% 66 33.33% 0.6
Intrust Bank
2405
Intrust Bank
Kansas
$279M +$12.1M +5% 1.9% 102% 282 14.18% 1.9
Klingman & Associates
2406
Klingman & Associates
New York
$279M +$11.6M +4% 0.83% 64.9% 432 14.81% 0.9
Krensavage Asset Management
2407
Krensavage Asset Management
New York
$279M -$34.7M -11% 10.4% 124% 22 0% 1.1
Great Point Partners
2408
Great Point Partners
Connecticut
$279M +$40.4M +17% 20.8% 710% 38 47.37% 0.7
Gibson Capital
2409
Gibson Capital
Pennsylvania
$279M -$1.68M -0.6% 3.29% 67.2% 34 17.65% 1.9
WA
2410
Wintergreen Advisers
New Jersey
$279M -$106M -28% 1.5% 25.4% 11 27.27% 1.9
Tortoise Investment Management
2411
Tortoise Investment Management
New York
$278M -$1.08M -0.4% 2.58% 40.2% 460 17.83% 2
Halbert Hargrove Global Advisors
2412
Halbert Hargrove Global Advisors
California
$278M +$45.6M +20% 2.38% 68.2% 101 24.75% 2.2
JNBA Financial Advisors
2413
JNBA Financial Advisors
Minnesota
$278M +$16.9M +6% 3.08% 61.8% 591 13.87% 2
Clearfield Capital Management
2414
Clearfield Capital Management
New York
$278M +$10.6M +4% 1.65% 421% 13 23.08% 0.2
RCM
2415
Rockshelter Capital Management
Pennsylvania
$278M -$23.8M -8% 0.15% 31.2% 35 8.57% 1.5
J.P. Marvel Investment Advisors
2416
J.P. Marvel Investment Advisors
Massachusetts
$278M -$9.7M -3% 1.63% 183% 88 4.55% 2.2
Monarch Capital Management
2417
Monarch Capital Management
Indiana
$277M +$17M +7% 4.74% 77% 105 11.43% 2.3
RC
2418
Reik & Co
New York
$277M +$2.41M +0.9% 5.46% 38.6% 52 9.62% 2.3
GC
2419
Gratia Capital
California
$276M -$269M -49% 7.95% 42.4% 49 61.22% 0.7
CenturyLink Investment Management
2420
CenturyLink Investment Management
Colorado
$276M -$7.64M -3% 1.36% – 298 28.19% 1.5
Adirondack Research & Management
2421
Adirondack Research & Management
New York
$276M -$438K -0.2% 0.83% 47.8% 116 18.97% 1.8
BTS Asset Management
2422
BTS Asset Management
Massachusetts
$276M – – 1.18% 8.8% 6 – 0.8
Well Done LLC
2423
Well Done LLC
Michigan
$276M -$7.29M -3% 2.81% 80.4% 104 35.58% 0.2
Carlson Capital Management
2424
Carlson Capital Management
Minnesota
$276M +$12.4M +5% 1.41% 9.85% 57 1.75% 2.5
Hanseatic Management Services
2425
Hanseatic Management Services
New Mexico
$276M -$12.4M -4% 6.46% – 363 54.55% 0.5