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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)
BIM
3926
Beach Investment Management
Pennsylvania
$71.1M +$2.77M +4% 6.76% 18.9% 57 35.09% 0.9
HRT Financial
3927
HRT Financial
New York
$71.1M – – 1.55% 182% 64 – 0
Cartica Management
3928
Cartica Management
District of Columbia
$71.1M -$81.8M -54% 35.5% 92.9% 3 33.33% 0.9
HM
3929
Harvest Management
New York
$70.9M -$35.7M -34% 16.2% 610% 99 66.67% 0.4
Triangle Peak Partners
3930
Triangle Peak Partners
California
$70.5M -$27.8M -28% 5.07% – 42 35.71% 0.8
GC
3931
Gruss & Co
Florida
$70.4M -$10.2M -13% 1.99% 163% 59 52.54% 0.9
Lombard Odier & Cie (Canada)
3932
Lombard Odier & Cie (Canada)
Quebec, Canada
$70.3M -$84.1M -54% 1.16% 19.2% 165 32.73% 0.9
Moon Capital Management (Tennessee)
3933
Moon Capital Management (Tennessee)
Tennessee
$70.2M +$9.9M +16% 1.07% 15.7% 45 26.67% 0.9
Merriman Wealth Management
3934
Merriman Wealth Management
Washington
$69.9M -$7.27M -9% 3.73% 18.3% 52 44.23% 0.4
Cape Ann Savings Bank
3935
Cape Ann Savings Bank
Massachusetts
$69.5M +$2.13M +3% 4.31% 72.7% 72 6.94% 1.3
Zions Trust National Association
3936
Zions Trust National Association
Utah
$69.4M -$2.52M -4% 0.69% – 237 32.07% 1.3
ACM
3937
Argonaut Capital Management
New York
$69.3M -$4.41M -6% 8.48% – 33 48.48% 0.6
Summit Rock Advisors
3938
Summit Rock Advisors
New York
$69.1M +$13.5M +24% 0.66% – 3 0% 1.5
CL
3939
CFS LLC
Oklahoma
$68.8M -$50.1M -42% 3.04% 12.5% 119 64.71% 1.2
CMANY
3940
Capital Management Associates (New York)
New York
$68.3M +$1.89M +3% 6.67% 205% 146 15.07% 1.1
ACMM
3941
American Capital Mortgage Management
Maryland
$68.3M +$2.28M +3% 4.03% – 2 50% 0.5
PP
3942
Pension Partners
New York
$68.1M -$46.2M -40% 7.09% – 22 86.36% 0.3
TMC
3943
Trellus Management Company
Florida
$68.1M -$49.4M -42% 4.1% 268% 134 55.97% 0.8
Foresite Capital Management I
3944
Foresite Capital Management I
California
$67.9M -$36.5M -35% 15.2% 40.7% 8 25% 0.9
New England Professional Planning Group
3945
New England Professional Planning Group
Rhode Island
$67.8M – – 0.14% 59% 42 – 0
Burren Capital Advisors
3946
Burren Capital Advisors
Gibraltar
$67.6M -$38.7M -36% 9.46% – 29 82.76% 0.2
Security National Bank of So Dak
3947
Security National Bank of So Dak
Iowa
$67.5M +$6.95M +11% 4.27% 67.7% 73 10.96% 1.3
Founders Fund IV Management
3948
Founders Fund IV Management
California
$66.8M – – 10.3% – 1 – 0
AH Equity Partners III
3949
AH Equity Partners III
California
$66.8M – – 1.4% 42.6% 2 – 0
Mayfield XII Management
3950
Mayfield XII Management
California
$66.4M – – 37.6% – 1 – 0