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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)
KL
5001
Kokino LLC
Connecticut
$33.2M +$5.78M +21% 21.5% – 6 0% 1.7
Tanaka Capital Management
5002
Tanaka Capital Management
New York
$33.2M +$1.71M +5% 16% – 54 1.85% 3.6
ECP ControlCo
5003
ECP ControlCo
New Jersey
$32.7M +$4.79M +17% 17.1% 42.5% 1 0% 1.5
LSC
5004
Lyon Street Capital
California
$32.5M -$66.9M -67% 23.3% – 59 47.46% 0.7
Deer VII & Co
5005
Deer VII & Co
New York
$31.8M -$4.14M -12% 24% 241% 4 0% 3
MANA Advisors
5006
MANA Advisors
New York
$30.8M +$15.3M +98% 13.7% 7.42% 173 90.75% 0.1
C.V. Starr & Co
5007
C.V. Starr & Co
New York
$30.7M +$12.8M +72% 28.4% – 11 27.27% 2.6
MFM
5008
Mohican Financial Management
Connecticut
$30.7M +$6.42M +26% 0% 0% 34 20.59% 1.1
MetLife
5009
MetLife
New York
$30.2M +$14.8M +96% 13.5% 53.2% 13 7.69% 0.6
Dougherty Wealth Advisers
5010
Dougherty Wealth Advisers
Minnesota
$29.5M -$880K -3% 13.6% 67.5% 226 9.29% 0.3
CP
5011
CPV Partners
Connecticut
$29.4M -$17.8M -38% 12.1% 105% 2 50% 0.3
Cincinnati Indemnity Company
5012
Cincinnati Indemnity Company
Ohio
$29.4M +$3.78M +15% 15.4% 33.1% 11 0% 3.4
First National Bank Sioux Falls
5013
First National Bank Sioux Falls
South Dakota
$29.4M +$3.63M +14% 14.1% 70.3% 57 12.28% 3.8
FIM
5014
FourPoints Investment Managers
France
$29.4M -$231K -0.8% 5.14% – 7 28.57% 0.2
Belfer Management
5015
Belfer Management
New York
$28.9M +$202K +0.7% 0.7% 80.6% 1 0% 3.8
Halbert Hargrove Global Advisors
5016
Halbert Hargrove Global Advisors
California
$28.4M -$406M -93% 11.4% 68.2% 85 63.53% 2.9
SRH Advisors
5017
SRH Advisors
Kansas
$28.2M +$2.05M +8% 9.63% 55.7% 282 9.93% 3.4
DCM
5018
Dynamic Capital Management
Jersey
$27.6M +$19.7M +248% 19.7% 49.7% 70 91.43% 0
Invictus RG
5019
Invictus RG
Bermuda
$26.1M -$2.81M -10% 21% 289% 24 91.67% 0.1
MP
5020
Meghalaya Partners
Connecticut
$26.1M -$95.4M -79% 17.7% – 23 47.83% 0.6
GC
5021
Gratia Capital
California
$26M -$32.5M -56% 17.3% 42.4% 24 50% 0.6
Healthcare Value Capital
5022
Healthcare Value Capital
New Jersey
$26M +$228K +0.9% 3.1% 19% 13 46.15% 0.8
CAZ Investments
5023
CAZ Investments
Texas
$25.8M -$8.55M -25% 8.88% 263% 50 76% 1.1
Shelton Capital Management
5024
Shelton Capital Management
Colorado
$25.4M -$1.44B -98% 14.8% 161% 867 13.96% 3.2
Mesirow Financial Investment Management
5025
Mesirow Financial Investment Management
Illinois
$25.2M +$9.7M +62% 20.4% 70% 72 36.11% 0.8