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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)
Arcadia Investment Management
2476
Arcadia Investment Management
Michigan
$411M +$80.4M +24% 25.1% 83.5% 301 14.29% 3.9
West Coast Financial
2477
West Coast Financial
California
$411M +$34.6M +9% 22.8% 22.2% 106 12.26% 4.2
Bain Capital Venture Investors
2478
Bain Capital Venture Investors
Massachusetts
$410M +$125M +44% 81% 34.2% 3 0% 2.1
John G. Ullman & Associates
2479
John G. Ullman & Associates
New York
$410M +$32.8M +9% 14.8% 156% 122 27.87% 3.3
Mangrove Partners
2480
Mangrove Partners
Connecticut
$410M -$315M -43% 32.8% 185% 93 61.29% 1
MPAM
2481
Monarch Partners Asset Management
Massachusetts
$410M +$125M +44% 36.7% 136% 217 50.23% 0.8
PM Capital
2482
PM Capital
Australia
$410M +$104M +34% 27.1% 105% 21 23.81% 3.1
Institute for Wealth Management
2483
Institute for Wealth Management
Colorado
$408M +$84.2M +26% 25.1% 137% 451 16.63% 1.4
SCM
2484
SIR Capital Management
New York
$408M +$176M +76% 57.2% 71.1% 55 60% 0.4
Land & Buildings Investment Management
2485
Land & Buildings Investment Management
Connecticut
$408M +$161M +65% 34.8% 53.9% 28 67.86% 0.9
McKinley Carter Wealth Services
2486
McKinley Carter Wealth Services
West Virginia
$408M +$73.7M +22% 23.2% 63.2% 146 16.44% 4
Private Ocean
2487
Private Ocean
California
$408M +$42.2M +12% 12.9% 2.82% 634 24.61% 2.1
CCM
2488
Cohen Capital Management
California
$408M +$67.4M +20% 17.2% 91.5% 141 10.64% 4.6
Foyston, Gordon, & Payne
2489
Foyston, Gordon, & Payne
Ontario, Canada
$407M +$22.3M +6% 14% 57.2% 63 4.76% 3.7
RWWM Inc
2490
RWWM Inc
California
$407M +$91.2M +29% 11.8% 40.6% 14 35.71% 3.5
Think Investments
2491
Think Investments
California
$407M +$135M +50% 63.1% 285% 24 54.17% 1.1
Simcoe Capital Management
2492
Simcoe Capital Management
New York
$406M +$79.6M +24% 24.9% 48.7% 24 50% 0.8
Isthmus Partners
2493
Isthmus Partners
Wisconsin
$406M +$80.3M +25% 26.5% 73.7% 145 9.66% 2.1
Verdence Capital Advisors
2494
Verdence Capital Advisors
Maryland
$406M +$71.6M +21% 20.8% 104% 373 21.72% 1.5
Bpifrance
2495
Bpifrance
France
$405M +$71.5M +21% 27% 53.2% 8 25% 1.3
Aviance Capital Partners
2496
Aviance Capital Partners
Florida
$405M +$87.8M +28% 25.7% 109% 246 19.11% 3.3
III Capital Management
2497
III Capital Management
Florida
$404M +$190M +89% 3.96% 28.7% 78 37.18% 0.2
Silverback Asset Management
2498
Silverback Asset Management
North Carolina
$404M -$65.7M -14% 0.87% 92.1% 60 16.67% 0.6
Private Capital Management (Florida)
2499
Private Capital Management (Florida)
Florida
$404M +$85.3M +27% 25.1% 118% 99 63.64% 1.6
Wallington Asset Management
2500
Wallington Asset Management
Indiana
$404M +$42.7M +12% 20.6% 108% 57 15.79% 4.4