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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)
Carlson Capital Management
2501
Carlson Capital Management
Minnesota
$263M +$19.3M +8% 4.14% 9.85% 57 1.75% 2.2
Stadium Capital Management
2502
Stadium Capital Management
Connecticut
$263M -$9.46M -3% 9.71% 10.9% 13 30.77% 1.6
Hillsdale Investment Management
2503
Hillsdale Investment Management
Ontario, Canada
$263M -$33.2M -11% 4.08% 271% 651 49.46% 1
Edmond de Rothschild (Suisse)
2504
Edmond de Rothschild (Suisse)
Switzerland
$263M -$33.9M -11% 3.49% – 469 24.95% 0.4
MAA
2505
Mraz Amerine & Associates
California
$262M +$9.6M +4% 2.97% 69.8% 154 9.09% 2
Battery Partners IX
2506
Battery Partners IX
Massachusetts
$262M -$6.16M -2% 22.9% 322% 4 0% 1.2
Madison International Realty Holdings
2507
Madison International Realty Holdings
New York
$262M +$30M +13% 5.89% – 5 40% 0.5
HJA
2508
Hugh Johnson Advisors
New York
$262M +$14.9M +6% 4.88% 41.5% 91 5.49% 1.9
Fragasso Financial Advisors
2509
Fragasso Financial Advisors
Pennsylvania
$262M +$5.88M +2% 3.51% 73.7% 63 17.46% 0.8
TBA
2510
Train Babcock Advisors
New York
$262M -$20.1M -7% 6.52% 41.9% 125 11.2% 2
WPL
2511
WINDACRE PARTNERSHIP LLC
Texas
$261M +$70.6M +37% 6.36% 98.4% 6 0% 0.7
JNBA Financial Advisors
2512
JNBA Financial Advisors
Minnesota
$261M +$26.3M +11% 3.31% 61.8% 585 13.85% 1.9
Morgan Dempsey Capital Management
2513
Morgan Dempsey Capital Management
Wisconsin
$261M -$21.7M -8% 7.49% 52.1% 193 19.69% 1.8
Quotient Investors
2514
Quotient Investors
New York
$261M -$193M -42% 5.49% 24.9% 271 43.91% 1
Monarch Capital Management
2515
Monarch Capital Management
Indiana
$260M +$15M +6% 7.83% 77% 99 2.02% 2.2
VBCP
2516
Vollero Beach Capital Partners
New York
$260M -$318M -55% 0.9% 75.8% 115 68.7% 0.3
Nelson Capital Management
2517
Nelson Capital Management
California
$260M -$1.12M -0.4% 5.29% 121% 294 22.11% 1.7
GCM
2518
Gabalex Capital Management
New York
$260M +$2.96M +1% 4.11% 24.9% 18 16.67% 1.1
Miller Investment Management
2519
Miller Investment Management
Pennsylvania
$260M +$12.4M +5% 5.83% 60.2% 63 4.76% 2
Tiedemann Advisors
2520
Tiedemann Advisors
New York
$259M +$130M +100% 4.12% 31.5% 63 42.86% 0.8
BL
2521
Bolton LP
Connecticut
$259M -$412M -61% 10.7% – 137 54.74% 0.6
LCM
2522
Lonestar Capital Management
California
$259M +$67.6M +35% 12.7% 260% 21 52.38% 0.8
Mint Tower Capital Management
2523
Mint Tower Capital Management
Netherlands
$259M – – 1.3% 40% 14 – 0
American Economic Planning Group
2524
American Economic Planning Group
New Jersey
$259M +$30.7M +13% 3% 25.9% 51 23.53% 1.4
OIA
2525
Optimum Investment Advisors
Illinois
$259M +$11M +4% 4.27% 125% 299 16.39% 1.9