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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)
Mogy Joel R Investment Counsel
1826
Mogy Joel R Investment Counsel
California
$601M +$18.3M +3% 4.36% 121% 125 3.2% 3.5
Prince Street Capital Management
1827
Prince Street Capital Management
New York
$601M -$14.7M -2% 29.6% 302% 53 49.06% 0.5
Baystate Wealth Management
1828
Baystate Wealth Management
Massachusetts
$600M +$42.8M +8% 3.45% 14.6% 726 15.7% 0.8
Abrams Bison Investments
1829
Abrams Bison Investments
Maryland
$600M +$26.9M +5% 4.34% 170% 5 20% 2.2
Citizens Business Bank
1830
Citizens Business Bank
California
$599M -$4.57M -0.8% 3.8% 108% 297 9.43% 2.7
Dai-ichi Life Holdings
1831
Dai-ichi Life Holdings
Japan
$598M +$29.7M +5% 5.23% – 1 0% 0.3
Welch Group
1832
Welch Group
Alabama
$598M -$1.42M -0.2% 4.18% 73.2% 162 22.84% 3.3
Kepos Capital
1833
Kepos Capital
New York
$598M +$183M +44% 4.59% 21.1% 97 90.72% 0.3
OCMI
1834
Oaktop Capital Management II
New Jersey
$598M +$51.8M +9% 12.8% 451% 21 4.76% 2.9
L & S Advisors
1835
L & S Advisors
California
$598M +$28.2M +5% 7.07% 231% 341 25.51% 0.7
Corsair Capital Management
1836
Corsair Capital Management
New York
$596M +$45.3M +8% 7.91% 435% 88 27.27% 1.8
DT Investment Partners
1837
DT Investment Partners
Pennsylvania
$596M +$77.2M +15% 2.82% 58% 92 31.52% 1.9
TT International
1838
TT International
United Kingdom
$595M +$170M +40% 14.6% – 53 32.08% 0.9
Sentinel Trust
1839
Sentinel Trust
Texas
$595M -$17.1M -3% 2.56% 79.2% 123 19.51% 2.7
Capital Investment Services of America
1840
Capital Investment Services of America
Wisconsin
$595M +$14.6M +3% 3.48% 50.7% 71 5.63% 3.1
Grassi Investment Management
1841
Grassi Investment Management
California
$594M +$26.3M +5% 11.3% 170% 144 12.5% 3.3
ICM
1842
Indaba Capital Management
California
$594M +$150M +34% 2.57% 66.7% 28 53.57% 0.2
Appleton Partners
1843
Appleton Partners
Massachusetts
$594M -$1.4M -0.2% 4.45% 101% 258 12.79% 2.2
Hillsdale Investment Management
1844
Hillsdale Investment Management
Ontario, Canada
$593M +$82M +16% 11.5% 271% 563 34.64% 1.4
IFM Investors
1845
IFM Investors
Australia
$593M +$36.9M +7% 4.98% 147% 493 4.06% 0.6
North Point Portfolio Managers
1846
North Point Portfolio Managers
Ohio
$592M +$19.1M +3% 4.33% 72.8% 87 6.9% 3
Bienville Capital Management
1847
Bienville Capital Management
New York
$592M +$235M +66% 12.4% 36.3% 194 18.04% 1.2
Oakmont Corp
1848
Oakmont Corp
California
$591M +$66.5M +13% 13.9% 70.2% 19 26.32% 1.7
Ninety One North America
1849
Ninety One North America
New York
$591M +$45.9M +8% 10.1% 70.6% 86 22.09% 1.5
First Financial Bank - Trust Division
1850
First Financial Bank - Trust Division
Ohio
$591M +$11.4M +2% 3.61% 68.6% 188 3.19% 3.3