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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)
I2I
2551
Insight 2811 Inc
Illinois
$233M -$5.76M -2% 0.8% 30.8% 178 40.45% 0.6
Koch Industries
2552
Koch Industries
Kansas
$233M -$12.1M -5% 11.6% 56.9% 7 14.29% 0.6
Great Point Partners
2553
Great Point Partners
Connecticut
$233M +$8.01M +4% 8.59% 710% 50 48% 0.4
TCM
2554
TriOaks Capital Management
New York
$232M -$275M -54% 0.55% – 78 65.38% 0.4
CANC
2555
Culbertson A N & Co
Virginia
$232M +$2.3M +1% 0.09% 87.5% 80 0% 1.2
Weatherly Asset Management
2556
Weatherly Asset Management
California
$232M -$6.47M -3% 0.69% 116% 216 35.19% 1
MBE
2557
Michael B. Elefante
$232M -$7.63M -3% 0.38% – 158 13.29% 0.9
Institutional Venture Management XII
2558
Institutional Venture Management XII
California
$232M +$47.6M +26% 25.9% – 1 0% 0.5
DCCA
2559
D.C. Capital Advisors
New York
$232M -$23.4M -9% 10.1% 59.9% 22 27.27% 0.8
TFMS
2560
Trust & Fiduciary Management Services
Massachusetts
$231M +$16.2M +8% 7.65% – 45 17.78% 1
AA
2561
Alta Advisers
United Kingdom
$231M -$46M -17% 15.9% 114% 53 0% 1.1
Caledonia Investments plc (UK)
2562
Caledonia Investments plc (UK)
United Kingdom
$231M -$6.32M -3% 6.71% 61.9% 14 14.29% 1.1
PWW
2563
Pettyjohn Wood & White
Virginia
$231M +$2.68M +1% 0.16% 70.9% 126 6.35% 0.9
SFE Investment Counsel
2564
SFE Investment Counsel
California
$231M -$13.9M -6% 2.62% 105% 90 5.56% 1.1
HPCM
2565
High Pointe Capital Management
Illinois
$231M -$43.7M -16% 2.72% 92.4% 185 25.41% 0.8
BW Gestao de Investimentos
2566
BW Gestao de Investimentos
Brazil
$231M +$9.07M +4% 6.74% 95.1% 107 48.6% 0.4
Maj Invest Holding A/S
2567
Maj Invest Holding A/S
Denmark
$230M -$35.6M -13% 2.57% 92.8% 41 39.02% 0.7
NAMP
2568
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$230M -$4.85M -2% 0.39% 90.2% 113 8.85% 1
Noesis Capital Mangement
2569
Noesis Capital Mangement
Florida
$230M +$8.34M +4% 0.03% 128% 112 13.39% 1.1
Waterstone Capital Management
2570
Waterstone Capital Management
Minnesota
$229M +$52M +29% 1.9% 23.4% 24 41.67% 0.7
Exchange Capital Management
2571
Exchange Capital Management
Michigan
$229M +$2.6M +1% 0.69% 57.8% 263 19.39% 0.9
Alexandria Capital
2572
Alexandria Capital
Virginia
$229M -$5.28M -2% 2.79% 66.8% 620 11.13% 1.1
Cowen Prime Advisors
2573
Cowen Prime Advisors
New York
$229M -$26M -10% 7.9% 116% 333 23.12% 0.9
Boyd Watterson Asset Management
2574
Boyd Watterson Asset Management
Ohio
$228M -$2.42M -1% 0.51% 101% 182 8.79% 1.1
CKW Financial Group
2575
CKW Financial Group
Hawaii
$228M +$40.6M +22% 1.92% 62.4% 380 12.37% 0.7