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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)
Mount Lucas Management
1801
Mount Lucas Management
Pennsylvania
$521M -$70.5M -12% 2.69% 109% 126 33.33% 0.6
Thompson Investment Management
1802
Thompson Investment Management
Wisconsin
$521M -$5.46M -1% 0.36% 100% 175 10.29% 1.7
Woodley Farra Manion Portfolio Management
1803
Woodley Farra Manion Portfolio Management
Indiana
$521M -$52.9M -9% 1.81% 68.1% 75 10.67% 1.7
ACM
1804
Astenbeck Capital Management
Connecticut
$521M +$76.4M +17% 2.93% 12.4% 17 23.53% 0.5
Flow Traders U.S.
1805
Flow Traders U.S.
New York
$521M +$41.9M +9% 5.87% 86.5% 273 62.27% 0.4
CL
1806
Croft-Leominster
Maryland
$518M -$25.2M -5% 0.83% 38% 207 20.29% 1.4
Spirit of America Management Corp
1807
Spirit of America Management Corp
New York
$518M +$45.3M +10% 4.46% 113% 352 11.93% 1.1
Pekin Hardy Strauss
1808
Pekin Hardy Strauss
Illinois
$516M -$21.2M -4% 0.62% 102% 167 8.98% 1.5
Providence Equity Partners
1809
Providence Equity Partners
Rhode Island
$516M -$252M -33% 8.29% 12.4% 3 0% 2
First Long Island Investors
1810
First Long Island Investors
New York
$516M +$5.28M +1% 1.25% 85.5% 54 9.26% 1.6
WDA
1811
Wendell David Associates
New Hampshire
$515M -$4.6M -0.9% 0.07% 46% 155 8.39% 1.8
Nexus Investment Management
1812
Nexus Investment Management
Ontario, Canada
$515M +$6.16M +1% 0.13% 77.5% 63 0% 1.9
Boys Arnold & Co
1813
Boys Arnold & Co
North Carolina
$515M -$10.2M -2% 0.65% 11.5% 221 6.79% 1.6
MYCIO Wealth Partners
1814
MYCIO Wealth Partners
Pennsylvania
$515M +$23.2M +5% 2.96% 69.3% 789 15.08% 1.4
Daiwa SB Investments
1815
Daiwa SB Investments
Japan
$514M -$45.2M -8% 1.79% 60.5% 182 21.43% 1
NJ State Employees Deferred Compensation Plan
1816
NJ State Employees Deferred Compensation Plan
New Jersey
$514M -$3.94M -0.8% 1.04% 127% 383 2.35% 1.9
PM Capital
1817
PM Capital
Australia
$512M +$35.6M +7% 2.15% 105% 24 12.5% 0.5
Acropolis Investment Management
1818
Acropolis Investment Management
Missouri
$511M -$24.3M -5% 1.58% 51% 152 18.42% 1.6
Canaan Partners VII
1819
Canaan Partners VII
Connecticut
$511M -$427M -45% 18% 20.7% 4 25% 0.7
IAS
1820
INR Advisory Services
Pennsylvania
$511M -$57.7M -10% 1.3% 21.9% 43 18.6% 1.6
Clear Harbor Asset Management
1821
Clear Harbor Asset Management
Connecticut
$510M -$9.6M -2% 3.13% 98.6% 339 17.99% 1.1
Bank Hapoalim BM
1822
Bank Hapoalim BM
Israel
$510M -$36M -7% 0.95% 76.6% 192 21.88% 1
BDT Capital Partners
1823
BDT Capital Partners
Illinois
$510M -$17.5M -3% 3.31% 25.5% 1 0% 2
Tenor Capital Management
1824
Tenor Capital Management
New York
$509M -$69.4M -12% 0.08% 4.73% 54 18.52% 0.6
Clermont Group
1825
Clermont Group
Cayman Islands
$509M +$130M +34% 30.5% – 1 0% 2