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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)
Mitsubishi UFJ Securities
5051
Mitsubishi UFJ Securities
Japan
$17.5M +$4.19M +31% 21.1% 81.1% 148 39.86% 1.9
RGT Wealth Advisors
5052
RGT Wealth Advisors
Texas
$17.4M +$560K +3% 8.78% 9.35% 22 40.91% 1.5
Napier Park Global Capital (US)
5053
Napier Park Global Capital (US)
New York
$17.2M -$3.87M -18% 18.2% 237% 26 88.46% 0.2
Transamerica Financial Advisors
5054
Transamerica Financial Advisors
Florida
$17M -$373M -96% 11% 77.1% 517 81.24% 3.9
ICP
5055
IBIS Capital Partners
United Kingdom
$16.9M -$10.9M -39% 13% 35.1% 11 36.36% 2
Burren Capital Advisors
5056
Burren Capital Advisors
Gibraltar
$16.4M +$13.5M +471% 33.3% – 10 100% 0
Pacific Grove Capital
5057
Pacific Grove Capital
California
$15.2M -$4.14M -21% 7.53% 9.9% 8 62.5% 1
ACM
5058
Ariose Capital Management
Hong Kong
$15M -$32.9M -69% 30.6% 1,745% 6 100% 0
AGUR Provident & Training Funds Management
5059
AGUR Provident & Training Funds Management
Israel
$13.1M -$8.63M -40% 16.8% – 8 50% 2.6
M Financial Asset Management
5060
M Financial Asset Management
Oregon
$13.1M +$6.39M +95% 10.8% 7.58% 7 0% 1.3
VL
5061
Vorpal LLC
Tennessee
$12.1M +$1.87M +18% 18.3% 39.7% 1 0% 0.3
Woodard & Company Asset Management Group
5062
Woodard & Company Asset Management Group
North Carolina
$11.9M +$2.01M +20% 12.5% 84.8% 27 25.93% 0.9
Trafelet Capital Management
5063
Trafelet Capital Management
New York
$11.8M -$4.73M -29% 20.3% 101% 6 33.33% 2.6
CCONH
5064
Crosby Company of New Hampshire
New Hampshire
$11.7M +$978K +9% 8.69% – 1 0% 1.3
RGNCM
5065
R.G. Niederhoffer Capital Management
New York
$11M – – 16.6% – 19 – 0.1
OPL
5066
Orland Properties Ltd
British Virgin Islands
$10M +$3.06M +44% 44.1% 77.6% 1 0% 0.5
MRG
5067
Milestone Resources Group
British Virgin Islands
$9.8M -$1.06B -99% 16.1% 95% 14 92.86% 1.3
Penn Mutual Asset Management
5068
Penn Mutual Asset Management
Pennsylvania
$8.73M -$64.4M -88% 9.91% 32% 22 13.64% 0.4
RG
5069
Raynor Geoffrey
$8.36M -$4.85M -37% 12.1% 31% 5 0% 1.3
TA
5070
Thor Advisors
New York
$8.07M – – 14.6% – 221 – 0
Odey Holdings (Switzerland)
5071
Odey Holdings (Switzerland)
Switzerland
$7.98M +$6.55M +458% 13.4% 104% 29 51.72% 1.4
BA
5072
Belvedere Advisors
California
$7.75M – – 8.44% – 43 – 0
Johns Hopkins University
5073
Johns Hopkins University
Maryland
$7.19M -$101M -93% 14% 30.6% 2 50% 0.3
TG
5074
TLP Group
Illinois
$7.18M -$20M -74% 15.9% 42.7% 51 80.39% 1
Lyxor Asset Management
5075
Lyxor Asset Management
New York
$7.17M +$2.21M +45% 16.7% – 5 60% 0.1