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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)
Auxier Asset Management
1801
Auxier Asset Management
Oregon
$489M +$19.6M +4% 4.91% 71.7% 154 5.19% 0.9
Academy Capital Management
1802
Academy Capital Management
Texas
$489M +$22M +5% 3.85% 71.2% 43 18.6% 0.8
IAS
1803
INR Advisory Services
Pennsylvania
$488M +$40.3M +9% 3.48% 21.9% 56 12.5% 0.9
Delta Asset Management
1804
Delta Asset Management
Tennessee
$488M +$27.2M +6% 3.75% 53.8% 586 7.51% 0.9
Margaret A Cargill Foundation
1805
Margaret A Cargill Foundation
Minnesota
$487M -$5.42M -1% 1.1% 42.6% 1 0% 0.5
Meiji Yasuda Asset Management
1806
Meiji Yasuda Asset Management
Japan
$486M +$23M +5% 5.46% 93.9% 383 20.1% 0.8
Schaper Benz & Wise Investment Counsel
1807
Schaper Benz & Wise Investment Counsel
Wisconsin
$486M +$25M +5% 5.11% 94.2% 94 5.32% 0.9
First Interstate Bank
1808
First Interstate Bank
Montana
$486M +$30.3M +7% 4.38% 48.2% 111 11.71% 0.8
AFS
1809
Aft Forsyth & Sober
Florida
$485M +$259M +115% 4.06% 94.6% 43 6.98% 0.8
Keywise Capital Management
1810
Keywise Capital Management
Cayman Islands
$484M +$67.9M +16% 12.9% 219% 17 52.94% 0.5
Princeton Alpha Management
1811
Princeton Alpha Management
New Jersey
$484M +$162M +50% 2.68% 9.26% 990 72.32% 0.1
Osborn Williams & Donohoe
1812
Osborn Williams & Donohoe
Ohio
$483M +$29.2M +6% 4.42% 23.7% 239 12.13% 0.9
Welch Group
1813
Welch Group
Alabama
$483M +$41.3M +9% 4.79% 73.2% 146 17.12% 0.8
First Niagara Bank
1814
First Niagara Bank
New York
$483M -$18.1M -4% 4.36% 38.1% 237 7.59% 0.9
Central Securities
1815
Central Securities
New York
$482M +$20M +4% 4.89% 90.2% 39 20.51% 0.8
WFI
1816
West Family Investments
California
$482M +$25.6M +6% 7.25% 116% 109 7.34% 0.8
Essex Woodlands Management
1817
Essex Woodlands Management
Texas
$481M +$88M +22% 3.85% 55% 12 16.67% 0.8
DS
1818
Dalal Street
Texas
$481M +$16.7M +4% 3.88% 92.7% 9 11.11% 0.7
Corda Investment Management
1819
Corda Investment Management
Texas
$480M +$73.7M +18% 4.79% 85% 54 14.81% 0.8
Parus Finance (UK)
1820
Parus Finance (UK)
United Kingdom
$480M +$113M +31% 5.34% 199% 27 14.81% 0.9
Needham Investment Management
1821
Needham Investment Management
New York
$479M +$6.27M +1% 4.24% 424% 132 18.18% 0.8
LS Power Partners II
1822
LS Power Partners II
New York
$477M -$71.5M -13% 13.9% 27.3% 2 50% 1
Palisade Asset Management
1823
Palisade Asset Management
Minnesota
$476M +$20.7M +5% 4.26% 61.8% 136 5.88% 0.9
Tiptree Advisors
1824
Tiptree Advisors
New York
$476M +$96.4M +25% 5.27% – 35 34.29% 0.5
Metalmark Management II
1825
Metalmark Management II
New York
$476M +$124M +35% 35.4% 81.7% 1 0% 0.8