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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)
Giverny Capital
1751
Giverny Capital
Quebec, Canada
$497M -$3.07M -0.6% 4.56% 69.2% 26 7.69% 0.5
SC XI Management
1752
SC XI Management
California
$496M -$336M -40% 4.08% 117% 3 0% 2.3
Mariner Investment Group
1753
Mariner Investment Group
New York
$496M +$104M +27% 10.8% – 265 46.04% 0.7
BVF Inc
1754
BVF Inc
California
$495M -$71.6M -13% 17.6% 592% 34 32.35% 1.2
Turner Investments
1755
Turner Investments
Pennsylvania
$494M -$52.3M -10% 6.03% 6.36% 338 57.99% 0.7
CCP
1756
Caymus Capital Partners
Texas
$493M +$47.6M +11% 23.5% 57.3% 25 32% 0.9
JBFJ
1757
James B. Fleming Jr
$493M -$72.8M -13% 1.02% – 2 0% 0.8
Schaper Benz & Wise Investment Counsel
1758
Schaper Benz & Wise Investment Counsel
Wisconsin
$493M -$16.1M -3% 3.87% 94.2% 98 6.12% 2
J.V. Bruni & Co
1759
J.V. Bruni & Co
Colorado
$492M -$75.7M -13% 13.3% 97.9% 35 14.29% 1.7
Kirr Marbach & Co
1760
Kirr Marbach & Co
Indiana
$492M -$79.8M -14% 8.81% 121% 65 20% 1.5
Howard Capital Management (New York)
1761
Howard Capital Management (New York)
New York
$492M -$33.8M -6% 6.21% 76.8% 100 8% 2
Stanley-Laman Group
1762
Stanley-Laman Group
Pennsylvania
$491M -$54.3M -10% 10.9% 114% 387 40.83% 0.9
Cape Cod Five Cents Savings Bank
1763
Cape Cod Five Cents Savings Bank
Massachusetts
$490M -$47.2M -9% 6.57% – 193 8.81% 2
Polaris Wealth Advisory Group
1764
Polaris Wealth Advisory Group
California
$489M -$14.2M -3% 2.85% 64% 88 46.59% 0.8
Oracle Investment Management
1765
Oracle Investment Management
Connecticut
$489M -$335M -41% 25% 865% 27 7.41% 1.9
MYCIO Wealth Partners
1766
MYCIO Wealth Partners
Pennsylvania
$488M -$26.2M -5% 5.46% 69.3% 1,027 31.94% 1.2
Heathbridge Capital Management
1767
Heathbridge Capital Management
Ontario, Canada
$488M +$99.4M +26% 9.94% 58.7% 26 3.85% 1.8
Henry H. Armstrong Associates
1768
Henry H. Armstrong Associates
Pennsylvania
$488M +$75M +18% 4.29% 70% 43 13.95% 1.8
MCM
1769
Matarin Capital Management
New York
$488M +$139M +40% 6.96% 73.2% 244 35.66% 0.9
Folger Nolan Fleming Douglas Capital Management
1770
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$488M -$54.9M -10% 10.1% 77.5% 177 8.47% 2
WDA
1771
Wendell David Associates
New Hampshire
$487M -$28.3M -5% 3.31% 46% 153 6.54% 2
Godsey & Gibb Inc
1772
Godsey & Gibb Inc
Virginia
$487M -$76.2M -14% 6.54% 87.5% 57 7.02% 1.9
Princeton Alpha Management
1773
Princeton Alpha Management
New Jersey
$487M -$20.2M -4% 12.4% 9.26% 1,049 69.49% 0.2
North Star Investment Management
1774
North Star Investment Management
Illinois
$487M -$56.9M -10% 8.59% 80.6% 890 10.67% 1.3
WA
1775
Wintergreen Advisers
New Jersey
$486M -$44.5M -8% 0.98% 25.4% 11 9.09% 1.9