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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)
Suncoast Equity Management
2426
Suncoast Equity Management
Florida
$380M +$17.8M +5% 3.59% 82.9% 38 13.16% 2.1
Merriman Wealth Management
2427
Merriman Wealth Management
Washington
$379M -$30.4M -7% 0.43% 18.3% 219 42.92% 0.8
AIA International
2428
AIA International
Hong Kong
$379M +$1.95M +0.5% 2.41% 47.9% 11 0% 0.3
TCOT
2429
Trust Company of Toledo
Ohio
$379M -$23.5M -6% 1.15% 109% 199 7.04% 3.7
JFS Wealth Advisors
2430
JFS Wealth Advisors
Pennsylvania
$379M -$29.4M -7% 2.39% 54.8% 592 14.53% 2.3
AR
2431
Argyll Research
Delaware
$379M -$67.6M -15% 12% 0.8% 5 0% 3.4
WFI
2432
West Family Investments
California
$378M -$11M -3% 5.44% 116% 99 24.24% 3
Greenhouse Funds
2433
Greenhouse Funds
Maryland
$378M +$24M +7% 1.67% 90.7% 41 36.59% 0.7
Eos Management LP
2434
Eos Management LP
New York
$378M +$78.2M +26% 27% 149% 24 12.5% 3.5
MV Capital Management
2435
MV Capital Management
Maryland
$378M +$10.4M +3% 0.7% 67.6% 376 11.7% 2.2
MG
2436
Magnolia Group
Nebraska
$378M -$44.7M -11% 20% 9.52% 9 11.11% 1
Wallington Asset Management
2437
Wallington Asset Management
Indiana
$378M -$11.5M -3% 1.22% 108% 59 1.69% 3.4
CDAM (UK)
2438
CDAM (UK)
United Kingdom
$377M -$64.7M -15% 8.27% 7.89% 12 16.67% 0.3
Adelphi Capital
2439
Adelphi Capital
United Kingdom
$377M +$196M +108% 6.43% – 3 33.33% 2.2
Halbert Hargrove Global Advisors
2440
Halbert Hargrove Global Advisors
California
$377M -$4.8M -1% 1.19% 68.2% 78 16.67% 3.1
Barber Financial Group
2441
Barber Financial Group
Kansas
$377M -$16.6M -4% 1.48% 39% 147 29.93% 0.7
Edge Wealth Management
2442
Edge Wealth Management
New York
$377M +$23.7M +7% 1.35% 75.3% 596 15.77% 2.3
VCM
2443
Violich Capital Management
California
$374M -$19.1M -5% 2.39% 111% 121 11.57% 3.2
Smith, Moore & Co
2444
Smith, Moore & Co
Missouri
$373M +$2.2M +0.6% 1.92% 67% 342 16.67% 1.9
Mark Asset Management
2445
Mark Asset Management
New York
$373M -$26M -7% 6.38% 325% 58 31.03% 2
Pacific Ridge Capital Partners
2446
Pacific Ridge Capital Partners
Oregon
$373M -$5.32M -1% 1% 149% 148 6.76% 2.8
Tekne Capital Management
2447
Tekne Capital Management
New York
$373M -$122M -25% 6.25% 516% 17 52.94% 1.2
BP
2448
Banbury Partners
North Carolina
$373M -$34.6M -8% 0.81% 138% 20 15% 0.9
BTG Pactual Global Asset Management
2449
BTG Pactual Global Asset Management
Bermuda
$372M +$99.3M +36% 0.37% 88.9% 85 64.71% 0.5
IHT Wealth Management
2450
IHT Wealth Management
Illinois
$372M -$5.31M -1% 0.95% 74.8% 1,829 12.52% 0.9