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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)
Blue Pool Management
3376
Blue Pool Management
Hong Kong
$207M -$37.3M -15% 8.73% 72.8% 39 25.64% 0.6
Aull & Monroe Investment Management
3377
Aull & Monroe Investment Management
Alabama
$207M +$12.6M +6% 6.51% 98.3% 135 5.19% 4.1
GII
3378
Gryphon International Investment
Ontario, Canada
$207M +$14.1M +7% 0% 5.67% 22 0% 3.4
U.S. Global Investors (USGI)
3379
U.S. Global Investors (USGI)
Texas
$207M -$12.7M -6% 4.16% 151% 184 48.91% 0.8
Alphadyne Asset Management
3380
Alphadyne Asset Management
New York
$207M -$35.8M -15% 1.51% 159% 33 90.91% 0
Cartica Management
3381
Cartica Management
District of Columbia
$207M +$155M +298% 0.95% 92.9% 1 0% 3.5
WoodTrust Financial
3382
WoodTrust Financial
Wisconsin
$207M +$16.2M +8% 6.5% 80.3% 78 1.28% 0.7
Mitsubishi UFJ Asset Management (UK)
3383
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$207M +$29.5M +17% 8.38% 151% 88 23.86% 0.8
Bar Harbor Trust Services
3384
Bar Harbor Trust Services
Maine
$207M +$23M +13% 7.31% 86.4% 81 7.41% 2.8
Integrated Investment Consultants
3385
Integrated Investment Consultants
Michigan
$206M +$15M +8% 5.91% 70.2% 188 15.96% 2.2
Goodman Financial
3386
Goodman Financial
Texas
$206M -$16.4M -7% 2.34% 52.5% 54 16.67% 1.8
MayTech Global Investments
3387
MayTech Global Investments
New York
$206M +$26.5M +15% 9.97% 158% 48 10.42% 0.6
SH
3388
Scepter Holdings
Texas
$205M -$7.27M -3% 5.84% – 7 14.29% 0.5
RHFI
3389
Reilly Herbert Faulkner III
$205M +$21.6M +12% 9.88% 80.6% 47 6.38% 3.6
PCA
3390
Prospect Capital Advisors
California
$205M -$11.6M -5% 2.92% 202% 31 19.35% 1.4
Pacific Center for Financial Services
3391
Pacific Center for Financial Services
California
$205M +$34.7M +20% 3.75% 60.1% 344 9.01% 1.5
Sound Income Strategies
3392
Sound Income Strategies
Florida
$205M +$33.1M +19% 2.92% 31.4% 937 26.57% 0.6
Piershale Financial Group
3393
Piershale Financial Group
Illinois
$205M +$13.4M +7% 6.54% 82% 31 45.16% 1.3
InterWest Venture Management
3394
InterWest Venture Management
California
$205M -$32M -14% 10.7% 57.6% 12 8.33% 1.5
TL
3395
TowerView LLC
New York
$205M -$10.9M -5% 3.41% 17.9% 26 26.92% 3.5
Riggs Asset Management
3396
Riggs Asset Management
Pennsylvania
$204M -$22.8M -10% 4.43% 207% 270 13.7% 2.7
Mirador Capital Partners
3397
Mirador Capital Partners
California
$204M +$20.7M +11% 4.59% 120% 160 15% 1.4
Eidelman Virant Capital
3398
Eidelman Virant Capital
Missouri
$204M +$42.1M +26% 5.03% 46.2% 129 27.91% 2.5
Moon Capital Management
3399
Moon Capital Management
New York
$204M +$27.6M +16% 9.13% 76.3% 32 50% 1.5
BRC
3400
Bell Rock Capital
Delaware
$204M +$6.2M +3% 7.7% – 467 9.64% 1.4