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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)
Shepherd Financial Partners
2451
Shepherd Financial Partners
Massachusetts
$598M +$45.6M +8% 5.96% 88.4% 182 8.79% 2.9
Alaska Wealth Advisors
2452
Alaska Wealth Advisors
Alaska
$598M +$40.4M +7% 3.79% 44.3% 112 45.54% 1.4
Diameter Capital Partners
2453
Diameter Capital Partners
New York
$597M -$46.3M -7% 3.67% 378% 29 55.17% 0.9
Lubert-Adler Management Company
2454
Lubert-Adler Management Company
Pennsylvania
$596M -$613M -51% 0.18% 40.5% 3 0% 1.8
Suncoast Equity Management
2455
Suncoast Equity Management
Florida
$595M +$50.7M +9% 10.6% 96.1% 67 16.42% 2.7
OCMI
2456
Oaktop Capital Management II
New Jersey
$595M +$36.3M +7% 9.88% 451% 15 0% 6.4
Hendershot Investments
2457
Hendershot Investments
Virginia
$595M +$2.12M +0.4% 4.93% 50.5% 145 2.76% 4
TA Associates
2458
TA Associates
Massachusetts
$595M -$123M -17% 16.7% – 2 0% 1.6
Stratos Investment Management
2459
Stratos Investment Management
Ohio
$594M +$34.6M +6% 5.2% 58.2% 177 14.12% 2.3
Mechanics Bank - Trust Department
2460
Mechanics Bank - Trust Department
California
$594M +$15.8M +3% 5.79% 76.8% 174 5.17% 6.2
Canandaigua National Bank & Trust
2461
Canandaigua National Bank & Trust
New York
$594M – – 3.44% – 256 – 5.8
Signet Financial Management
2462
Signet Financial Management
New Jersey
$594M +$33.9M +6% 6.24% 65.2% 275 10.55% 2.2
Southern Farm Bureau Life Insurance
2463
Southern Farm Bureau Life Insurance
Mississippi
$593M -$30.5M -5% 6.85% 52.3% 19 36.84% 1.5
Thompson Investment Management
2464
Thompson Investment Management
Wisconsin
$591M +$46.5M +9% 7.59% 100% 411 56.2% 2.5
Progeny 3 Inc
2465
Progeny 3 Inc
Washington
$590M +$14M +2% 2.07% 96.8% 23 4.35% 1.5
Wedgewood Partners
2466
Wedgewood Partners
Missouri
$590M +$45.3M +8% 16.5% 78.1% 42 11.9% 4.5
Stewart & Patten Company
2467
Stewart & Patten Company
California
$590M +$14.9M +3% 3.4% 27.5% 95 7.37% 6.4
Continuum Advisory
2468
Continuum Advisory
Idaho
$589M +$35M +6% 5.74% 77% 449 14.7% 1.9
Abbrea Capital
2469
Abbrea Capital
California
$589M +$34.6M +6% 8.87% 38% 229 3.93% 4.3
Cevian Capital II
2470
Cevian Capital II
Jersey
$588M +$106M +22% 21.9% 105% 1 0% 5
JWBC
2471
J.W. Burns & Co
New York
$588M +$40.1M +7% 7.97% 95.4% 179 5.03% 6.6
VCM
2472
Violich Capital Management
California
$587M +$23.6M +4% 6.67% 111% 108 3.7% 6.1
Quent Capital
2473
Quent Capital
New York
$586M +$39M +7% 8.41% 78.1% 1,361 5.14% 1.1
Third Avenue Management
2474
Third Avenue Management
New York
$585M +$10.3M +2% 2.91% 113% 56 5.36% 4.8
Knightsbridge Asset Management
2475
Knightsbridge Asset Management
California
$585M +$57M +11% 10.1% 150% 158 29.75% 1.7