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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)
SIC
1401
Starr International Company
Switzerland
$976M -$132M -12% 8.7% 26.1% 27 14.81% 3.2
M
1402
MOTCO
Texas
$976M -$15.4M -2% 1.35% 63.5% 621 19.32% 3
LMR Partners
1403
LMR Partners
United Kingdom
$974M $0 0% 1.16% 229% 320 0% 0.6
Montag & Associates
1404
Montag & Associates
Georgia
$971M -$62.7M -6% 0.74% 82.9% 307 20.52% 3
Mountain Pacific Investment Advisers
1405
Mountain Pacific Investment Advisers
Idaho
$971M +$20.8M +2% 1.55% 79.5% 119 15.13% 3.7
Neumeier Poma Investment Counsel
1406
Neumeier Poma Investment Counsel
California
$971M -$27.6M -3% 1.2% 229% 45 15.56% 2.2
Reinhart Partners
1407
Reinhart Partners
Wisconsin
$971M -$40.9M -4% 0.54% 110% 111 22.52% 1.8
AG
1408
Aravt Global
New York
$970M -$80.8M -8% 2.33% 83.7% 11 0% 2
Beacon Investment Advisory Services
1409
Beacon Investment Advisory Services
New Jersey
$969M +$22.8M +2% 0.96% 95.8% 266 12.78% 1
WBG
1410
Wharton Business Group
Pennsylvania
$967M +$3.41M +0.4% 0.07% 72.5% 108 8.33% 3.4
Sheaff Brock Investment Advisors
1411
Sheaff Brock Investment Advisors
Indiana
$966M +$195M +25% 1.06% 61.9% 598 18.73% 1.6
Mather Group
1412
Mather Group
Illinois
$965M +$65.1M +7% 0.51% 54.1% 50 28% 1.5
Torray Investment Partners
1413
Torray Investment Partners
Maryland
$964M -$49.9M -5% 1.23% 82.4% 111 8.11% 2.4
Lombard Odier Asset Management (Switzerland)
1414
Lombard Odier Asset Management (Switzerland)
Switzerland
$963M -$66.2M -6% 0.95% 135% 419 34.13% 0.8
Lee, Danner & Bass
1415
Lee, Danner & Bass
Tennessee
$961M -$23.3M -2% 2.69% – 180 5% 3.7
RA
1416
RR Advisors
Texas
$960M +$241M +33% 9.07% 115% 46 15.22% 2
NAYA Capital Management (UK)
1417
NAYA Capital Management (UK)
United Kingdom
$960M +$258M +37% 3.19% 121% 11 36.36% 0.5
BIC
1418
Beach Investment Counsel
Pennsylvania
$960M -$68.6M -7% 3.57% 36% 171 14.04% 3.3
DAM
1419
Davis Asset Management
California
$957M +$44.8M +5% 2.75% 97.3% 26 3.85% 3
QVT Financial
1420
QVT Financial
New York
$953M -$819M -46% 5.72% 267% 67 31.34% 1.5
E.S. Barr & Co
1421
E.S. Barr & Co
Kentucky
$953M -$31.8M -3% 1.68% 73.5% 95 9.47% 3.6
Swiss Re
1422
Swiss Re
Switzerland
$951M -$155M -14% 1.04% – 6 0% 1.9
Sequoia Financial Advisors
1423
Sequoia Financial Advisors
Ohio
$951M +$1.26M +0.1% 0.63% 78.3% 335 15.22% 2
Waratah Capital Advisors
1424
Waratah Capital Advisors
Ontario, Canada
$949M +$87.8M +10% 1.12% 192% 167 62.87% 0.5
HCM
1425
Hahn Capital Management
California
$949M -$113M -11% 0.78% 53.6% 35 5.71% 3.4