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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)
SCC
1701
Second Curve Capital
Pennsylvania
$445M +$45.7M +11% 15.9% 160% 35 31.43% 0.2
Davide Leone & Partners Investment Company
1702
Davide Leone & Partners Investment Company
United Kingdom
$445M -$108M -20% 2.42% 64.1% 19 42.11% 0.2
River Global Investors
1703
River Global Investors
United Kingdom
$445M -$173M -28% 10.3% 49.7% 88 28.41% 0.2
JMH
1704
J.M. Hartwell
New York
$445M +$32.5M +8% 9.36% 72.2% 109 24.77% 0.2
Compass Capital Management
1705
Compass Capital Management
Minnesota
$444M +$33.4M +8% 4.89% 50.8% 59 20.34% 0.2
Bulldog Investors
1706
Bulldog Investors
New Jersey
$444M -$13.4M -3% 2.22% 22.5% 107 48.6% 0.2
Granite Investment Advisors
1707
Granite Investment Advisors
New Hampshire
$444M +$10.1M +2% 4.71% 55.6% 94 6.38% 0.2
Meiji Yasuda Asset Management
1708
Meiji Yasuda Asset Management
Japan
$443M +$18.1M +4% 6.23% 93.9% 363 16.8% 0.2
Philadelphia International Advisors
1709
Philadelphia International Advisors
Pennsylvania
$442M -$2.21M -0.5% 4.44% – 87 13.79% 0.2
Richard C. Young & Co
1710
Richard C. Young & Co
Rhode Island
$441M +$38.6M +10% 2.89% 137% 68 19.12% 0.2
OIM
1711
Opus Investment Management
Massachusetts
$441M +$21.7M +5% 2.93% 52.8% 77 9.09% 0.2
Natixis Investment Managers International
1712
Natixis Investment Managers International
France
$439M +$11.8M +3% 4.08% 34.7% 142 23.24% 0.2
Halcyon Offshore Asset Management
1713
Halcyon Offshore Asset Management
New York
$439M -$38.2M -8% 11.7% – 85 47.06% 0.2
MFM
1714
Mohican Financial Management
Connecticut
$439M -$1.42M -0.3% 0.21% 0% 65 27.69% 0.2
Dialectic Capital Management
1715
Dialectic Capital Management
Connecticut
$438M -$249M -36% 6.98% 91.5% 270 73.7% 0.1
KLS Professional Advisors Group
1716
KLS Professional Advisors Group
New York
$437M +$32.4M +8% 6.44% 38% 2 0% 0.3
Spark Investment Management
1717
Spark Investment Management
New York
$437M +$63.9M +17% 17.2% 459% 660 46.36% 0.2
Smithfield Trust
1718
Smithfield Trust
Pennsylvania
$437M +$18.7M +4% 5.35% 50% 798 15.79% 0.2
Oakmont Corp
1719
Oakmont Corp
California
$436M +$98.6M +29% 11% 70.2% 22 31.82% 0.2
Towle & Co
1720
Towle & Co
Colorado
$436M +$28.7M +7% 14.3% 172% 40 12.5% 0.2
Mogy Joel R Investment Counsel
1721
Mogy Joel R Investment Counsel
California
$436M +$24.2M +6% 4.45% 121% 141 4.26% 0.2
Courier Capital
1722
Courier Capital
New York
$436M +$34.2M +9% 5.23% 70.8% 295 15.93% 0.2
MIM
1723
Marco Investment Management
Georgia
$435M +$89.9M +26% 5.35% 127% 183 27.32% 0.2
SC
1724
SRB Corp
Massachusetts
$435M +$1.7M +0.4% 0.37% 87.3% 14 0% 0.3
Arrow Investment Advisors
1725
Arrow Investment Advisors
Maryland
$434M -$29.7M -6% 5.03% 36.3% 63 15.87% 0.2