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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)
Pacific Global Investment Management
1601
Pacific Global Investment Management
California
$610M -$69.2M -10% 6.68% 48% 239 11.3% 1.1
Menta Capital
1602
Menta Capital
California
$609M +$68.2M +13% 3.02% 61.2% 762 55.51% 0.3
New York Life Investment Management
1603
New York Life Investment Management
New York
$607M +$16.7M +3% 0.74% 100% 215 14.88% 0.7
Dubuque Bank & Trust
1604
Dubuque Bank & Trust
Iowa
$607M -$27.1M -4% 0.4% 24% 628 15.61% 0.8
SH
1605
Scepter Holdings
Texas
$607M +$211M +53% 1.26% – 125 54.4% 0.4
Montag & Associates
1606
Montag & Associates
Georgia
$606M -$7.14M -1% 0.12% 82.9% 255 11.76% 1
Beacon Trust
1607
Beacon Trust
New Jersey
$605M -$3.43M -0.6% 0.32% 33% 210 8.57% 1
Hirtle Callaghan & Co
1608
Hirtle Callaghan & Co
Pennsylvania
$603M -$117M -16% 1.08% 58.1% 725 33.52% 0.8
Wellington Shields Capital Management
1609
Wellington Shields Capital Management
New York
$603M -$36M -6% 3.31% 137% 391 17.9% 0.9
Goelzer Investment Management
1610
Goelzer Investment Management
Indiana
$602M -$102K -0% 0.06% 97.2% 203 12.32% 1.1
Pine Brook Road Advisors
1611
Pine Brook Road Advisors
New York
$602M +$97.6M +19% 2.32% – 3 33.33% 0.5
Guardian Capital Advisors (Canada)
1612
Guardian Capital Advisors (Canada)
Ontario, Canada
$601M +$29.9M +5% 2.81% 26.1% 184 9.78% 1.1
Investment House LLC
1613
Investment House LLC
California
$601M +$17.3M +3% 3.31% 137% 158 4.43% 1.1
Sand Hill Global Advisors
1614
Sand Hill Global Advisors
California
$601M +$70.6M +13% 0.81% 58.6% 82 6.1% 1.1
Tyrus Capital S.A.M.
1615
Tyrus Capital S.A.M.
Monaco
$601M -$159M -21% 5.75% – 30 76.67% 0.2
Segantii Capital Management
1616
Segantii Capital Management
Hong Kong
$600M +$339M +130% 3.33% 33.1% 23 52.17% 0.4
MGAI
1617
MP Global Advisers III
New York
$599M -$45.2M -7% 7.02% 16.5% 1 0% 1.3
Tirschwell & Loewy
1618
Tirschwell & Loewy
New York
$598M -$18.6M -3% 0.96% 78% 83 2.41% 1.2
CDH
1619
Charles D. Hyman
$598M +$4.34M +0.7% 1.15% 36.8% 158 10.76% 1.1
BOK Financial Private Wealth
1620
BOK Financial Private Wealth
Colorado
$596M -$4.82M -0.8% 1.48% 61.8% 77 1.3% 1.1
RCM
1621
Regiment Capital Management
Massachusetts
$596M +$157M +36% 26.4% – 21 9.52% 0.7
Biglari Capital Corp
1622
Biglari Capital Corp
Texas
$595M +$14.5M +3% 0.65% 72.7% 5 0% 1
First Hawaiian Bank
1623
First Hawaiian Bank
Hawaii
$595M -$3M -0.5% 2.52% 72.7% 130 9.23% 1.1
Decatur Capital Management
1624
Decatur Capital Management
Georgia
$595M +$65M +12% 0.13% 135% 109 33.94% 0.5
EC
1625
EMS Capital
New York
$595M +$88.1M +17% 2.84% 228% 45 62.22% 0.4