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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)
Ancora Advisors
1326
Ancora Advisors
Ohio
$860M +$45.6M +6% 3.92% 74.2% 576 24.65% 0.7
North Star Asset Management
1327
North Star Asset Management
Wisconsin
$858M +$3.19M +0.4% 0.55% 62% 258 7.75% 2.6
GAM
1328
GVO Asset Management
Switzerland
$856M -$9.84M -1% 0.63% 71.2% 23 43.48% 0.8
VFA
1329
Voya Financial Advisors
Connecticut
$855M +$138M +19% 2.75% 44.8% 430 16.74% 0.9
DCM
1330
Dynamic Capital Management
Jersey
$854M +$586M +219% 6.46% 49.7% 528 69.51% 0.2
ACM
1331
Ashe Capital Management
New Jersey
$852M +$75.2M +10% 1.05% 70.7% 13 30.77% 1
Van Lanschot Kempen Investment Management
1332
Van Lanschot Kempen Investment Management
Netherlands
$850M -$28.8M -3% 0.57% 75.9% 155 18.06% 1.6
UM
1333
Ulysses Management
New York
$850M -$76.5M -8% 4.06% 51.8% 57 29.82% 1.6
BIC
1334
Beach Investment Counsel
Pennsylvania
$849M -$28.2M -3% 7.28% 36% 171 11.7% 2.3
DVI
1335
Deccan Value Investors
Connecticut
$847M -$296M -26% 2.39% 66.5% 9 44.44% 1.2
SLF
1336
Sun Life Financial
Ontario, Canada
$846M +$795M +1,544% 1.89% 65.7% 161 26.09% 1.9
NC
1337
Northpointe Capital
Michigan
$846M +$40.8M +5% 6.42% 33% 268 42.16% 1
WBG
1338
Wharton Business Group
Pennsylvania
$845M -$60.2M -7% 1.12% 72.5% 130 10% 2.1
F.L. Putnam Investment Management
1339
F.L. Putnam Investment Management
Massachusetts
$843M +$8.38M +1% 2.86% 95.6% 182 14.84% 1.9
HH
1340
HSG Holding
Hong Kong
$841M +$33.7M +4% 13.4% 2.73% 10 40% 1.4
Bailard
1341
Bailard
California
$840M +$124M +17% 2.59% 105% 336 37.2% 0.4
SIM
1342
Sadoff Investment Management
Wisconsin
$837M +$11.1M +1% 2.66% 49.2% 76 15.79% 1.9
PIM
1343
Paradice Investment Management
Colorado
$836M +$86.3M +12% 4.25% 77.6% 30 6.67% 2.1
Harel Insurance Investments & Financial Services
1344
Harel Insurance Investments & Financial Services
Israel
$836M +$505K +0.1% 1.29% 126% 714 56.3% 0.2
NRS
1345
Neville Rodie & Shaw
New York
$835M +$11.9M +1% 3.41% 125% 270 5.56% 2.5
Salem Investment Counselors
1346
Salem Investment Counselors
North Carolina
$833M +$24.2M +3% 2.38% 181% 271 12.92% 2.2
DY
1347
Dowling & Yahnke
California
$833M +$23M +3% 2.56% 34.8% 278 8.63% 2.5
OA
1348
Oak Associates
Ohio
$833M +$16M +2% 3.13% 152% 173 9.83% 2.2
RC
1349
RGM Capital
Florida
$831M +$35.5M +4% 10.7% 48.6% 21 4.76% 2
Capital International Inc
1350
Capital International Inc
California
$830M -$80.5M -9% 5.35% 132% 152 6.58% 1.8