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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)
Smith Hayes Advisers
1876
Smith Hayes Advisers
Nebraska
$480M +$52.5M +12% 5.32% 35.2% 326 16.26% 1.1
IMOV
1877
Investment Management of Virginia
Virginia
$480M -$76.8M -14% 1.46% 93.4% 164 15.85% 1.3
Kelly Lawrence W & Associates
1878
Kelly Lawrence W & Associates
California
$480M +$9.8M +2% 4.54% 123% 140 45% 0.8
OFM
1879
Okumus Fund Management
Cayman Islands
$480M -$52.6M -10% 6.54% 8.26% 14 50% 0.4
Coastline Trust
1880
Coastline Trust
Rhode Island
$479M +$97.3M +25% 4.57% 106% 273 22.34% 1.1
Yorktown Management & Research Company
1881
Yorktown Management & Research Company
Virginia
$479M -$42.5M -8% 0.56% 223% 519 28.9% 1
First Fiduciary Investment Counsel
1882
First Fiduciary Investment Counsel
Ohio
$478M +$36.5M +8% 3.13% 48.1% 44 13.64% 1.2
SCGF III Management
1883
SCGF III Management
California
$477M +$98.8M +26% 27.6% – 3 0% 1.3
Ashmore Group
1884
Ashmore Group
United Kingdom
$477M -$35.3M -7% 5.93% 103% 69 34.78% 0.8
Simon Property Group
1885
Simon Property Group
Indiana
$476M – – 30.7% – 1 – 0
SCM
1886
SIR Capital Management
New York
$476M -$85.1M -15% 12.5% 71.1% 89 75.28% 0.3
Anne Ray Charitable Trust
1887
Anne Ray Charitable Trust
Minnesota
$476M -$48.2M -9% 2.35% 31% 2 50% 0.5
Strategy Asset Managers
1888
Strategy Asset Managers
California
$476M +$18M +4% 5.36% 115% 138 6.52% 1.1
Needham Investment Management
1889
Needham Investment Management
New York
$475M +$23.1M +5% 10.3% 424% 126 11.11% 1.2
MYCIO Wealth Partners
1890
MYCIO Wealth Partners
Pennsylvania
$474M +$46.5M +11% 6.62% 69.3% 737 19% 1.1
Zuckerman Investment Group
1891
Zuckerman Investment Group
Illinois
$473M -$7.05M -1% 4.02% 111% 66 18.18% 1
Richard C. Young & Co
1892
Richard C. Young & Co
Rhode Island
$473M +$5.83M +1% 2.16% 137% 81 22.22% 1
BLB&B Advisors
1893
BLB&B Advisors
Pennsylvania
$473M +$10.6M +2% 3.73% 71.6% 295 9.15% 1.2
Clermont Group
1894
Clermont Group
Cayman Islands
$472M -$52.9M -10% 10.1% – 1 0% 1.5
Bank Hapoalim BM
1895
Bank Hapoalim BM
Israel
$471M +$41M +10% 4.17% 76.6% 174 13.79% 0.8
AH
1896
Allen Holding
New York
$471M -$1.56M -0.3% 0.29% 135% 13 15.38% 1.4
Merion Investment Management
1897
Merion Investment Management
Florida
$470M +$11.5M +3% 2.1% 27.6% 19 36.84% 0.5
First Niagara Bank
1898
First Niagara Bank
New York
$468M -$6.35M -1% 4.9% 38.1% 254 14.17% 1.2
Compass Capital Management
1899
Compass Capital Management
Minnesota
$468M -$51.4M -10% 8.34% 50.8% 58 24.14% 1.4
Main Street Research
1900
Main Street Research
Connecticut
$467M +$17.9M +4% 7.79% 232% 152 25% 1.2