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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)
Cooper Investors
1701
Cooper Investors
Australia
$627M +$66.6M +12% 9.53% 57.5% 36 5.56% 1.6
Lowe Brockenbrough & Co
1702
Lowe Brockenbrough & Co
Virginia
$627M +$28.9M +5% 5.42% 78.8% 200 7.5% 2.9
HMI Capital Management
1703
HMI Capital Management
California
$626M -$14M -2% 11.4% 5.95% 9 11.11% 2.4
Atwood & Palmer
1704
Atwood & Palmer
Missouri
$626M +$69.8M +13% 5.61% 90% 359 24.23% 2.3
PWM
1705
Patriot Wealth Management
Texas
$625M +$96.4M +18% 4.51% 24.3% 72 16.67% 2.4
CK
1706
Cohen Klingenstein
New York
$625M +$39.4M +7% 7.68% 99.1% 163 3.07% 3.3
Crosslink Capital
1707
Crosslink Capital
California
$624M +$421K +0.1% 7.08% 135% 36 27.78% 1.9
Matrix VIII US Management
1708
Matrix VIII US Management
Massachusetts
$624M -$33.3M -5% 5.07% – 1 0% 0.8
GFWEX
1709
G.F.W. Energy XI
Texas
$624M -$108M -15% 14.8% – 1 0% 0.3
Bragg Financial Advisors
1710
Bragg Financial Advisors
North Carolina
$624M +$17.1M +3% 4.71% 101% 264 9.47% 3
DLD Asset Management
1711
DLD Asset Management
New York
$623M +$318M +104% 0.96% 10.3% 112 66.07% 0.1
ProVise Management Group
1712
ProVise Management Group
Florida
$623M +$34.9M +6% 4.97% 66.8% 336 8.93% 2.5
Main Management
1713
Main Management
California
$622M +$43.2M +7% 6.36% 64.1% 46 10.87% 2.3
Reilly Financial Advisors
1714
Reilly Financial Advisors
California
$621M +$43M +7% 5.96% 99% 998 19.34% 1.6
Wellington Shields Capital Management
1715
Wellington Shields Capital Management
New York
$620M +$17M +3% 2.78% 137% 355 16.62% 2.4
NAM
1716
North American Management
Massachusetts
$619M +$20.2M +3% 5.68% 61.7% 134 5.97% 2.8
Tirschwell & Loewy
1717
Tirschwell & Loewy
New York
$618M +$59.2M +11% 10.6% 78% 81 7.41% 3.2
DCM
1718
Dynamic Capital Management
Jersey
$617M -$319M -34% 9.22% 49.7% 478 67.99% 0.3
Park Presidio Capital
1719
Park Presidio Capital
California
$616M -$38.7M -6% 6.87% 94.1% 22 40.91% 0.9
Capula Management
1720
Capula Management
Cayman Islands
$616M +$432M +234% 4.62% 90.7% 14 78.57% 0.1
Oxbow Advisors
1721
Oxbow Advisors
Texas
$616M -$185M -23% 4.34% 66.3% 294 30.95% 2
Cobalt Capital Management
1722
Cobalt Capital Management
New Jersey
$615M -$34.5M -5% 0.28% 235% 56 42.86% 0.6
PAM
1723
Private Asset Management
California
$614M +$14.4M +2% 3.31% 38.2% 158 11.39% 2.8
Grandeur Peak Global Advisors
1724
Grandeur Peak Global Advisors
Utah
$612M +$66.5M +12% 6.2% 96% 107 16.82% 1.9
Tyrus Capital S.A.M.
1725
Tyrus Capital S.A.M.
Monaco
$611M +$212M +53% 4.2% – 37 81.08% 0.2