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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)
SGH
3001
Sivik Global Healthcare
Connecticut
$271M +$85.9M +46% 18% 83.8% 68 42.65% 1.3
TC
3002
Tavio Capital
New York
$271M +$30.6M +13% 14.5% 81.4% 16 25% 0.8
MCG
3003
McCollum Christoferson Group
New York
$271M +$34.3M +14% 14.2% 59.4% 72 12.5% 1.1
Searchlight Capital Partners
3004
Searchlight Capital Partners
New York
$271M -$93.8M -26% 14.3% 38.5% 7 28.57% 0.8
IBT
3005
International Biotechnology Trust
United Kingdom
$271M +$110M +68% 27% 11.1% 66 37.88% 1
JGP Global Gestao de Recursos
3006
JGP Global Gestao de Recursos
Brazil
$271M +$188M +229% 21.6% 261% 70 27.14% 0.3
Income Research & Management
3007
Income Research & Management
Massachusetts
$270M -$31.1M -10% 0.09% 1.19% 28 14.29% 2.8
United Fire Group
3008
United Fire Group
Iowa
$269M +$22.7M +9% 10.7% 27.4% 119 5.04% 4.8
Rikoon Group
3009
Rikoon Group
New Mexico
$269M +$27.3M +11% 11.7% 63.3% 208 10.58% 1.9
Capital Investment Advisory Services
3010
Capital Investment Advisory Services
North Carolina
$268M +$34.4M +15% 9.13% 75.7% 1,337 12.64% 0.5
Asia Research & Capital Management
3011
Asia Research & Capital Management
Hong Kong
$268M +$34.8M +15% 7.44% – 6 33.33% 0.6
Firsthand Capital Management
3012
Firsthand Capital Management
California
$268M +$110M +69% 30.7% 265% 54 22.22% 2.6
Matthew 25 Management Corp
3013
Matthew 25 Management Corp
Pennsylvania
$268M +$22.6M +9% 15.3% 141% 18 0% 4
Human Investing
3014
Human Investing
Oregon
$268M +$27.8M +12% 12.5% 56.9% 447 29.75% 0.2
PWAP
3015
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$268M +$36.9M +16% 13.4% 58.5% 133 6.77% 4.2
Icon Wealth Partners
3016
Icon Wealth Partners
Texas
$268M +$60.4M +29% 14.6% – 917 76.34% 0.3
Gould Asset Management
3017
Gould Asset Management
California
$267M +$26.9M +11% 9.86% 42.8% 140 12.14% 3.1
PH
3018
Pinnacle Holdings
Oklahoma
$267M +$25M +10% 12.7% 79.6% 209 10.05% 3.5
AAM
3019
AR Asset Management
California
$267M +$34.2M +15% 12% 64.9% 117 5.98% 4.5
BFSG LLC
3020
BFSG LLC
California
$267M +$46.9M +21% 10.9% 90.7% 134 33.58% 1.2
PL
3021
Polianta Ltd
Jersey
$267M +$66M +33% 12.7% 31.6% 94 68.09% 0.4
PCM
3022
Perritt Capital Management
Illinois
$267M +$4.95M +2% 14.8% 80.9% 249 20.08% 3.3
Beacon Pointe Advisors
3023
Beacon Pointe Advisors
California
$267M +$102M +62% 12.6% 76.7% 184 16.85% 0.2
Bronte Capital Management
3024
Bronte Capital Management
Australia
$266M +$15.8M +6% 6.3% 123% 12 25% 0.2
SevenBridge Financial Group
3025
SevenBridge Financial Group
Pennsylvania
$266M +$103M +63% 12.8% 93.2% 639 7.51% 2.2