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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)
Accuvest Global Advisors
1901
Accuvest Global Advisors
Utah
$467M +$163M +54% 0.09% 130% 111 63.06% 0.5
ProVise Management Group
1902
ProVise Management Group
Florida
$466M +$5.7M +1% 4.11% 66.8% 329 19.15% 1.2
Woodford Investment Management
1903
Woodford Investment Management
United Kingdom
$466M – – 11.2% 27.1% 4 – 0
Planning Alternatives
1904
Planning Alternatives
Michigan
$466M +$59.2M +15% 2.35% 69.6% 50 12% 1.1
Steinberg Global Asset Management
1905
Steinberg Global Asset Management
Florida
$464M +$26.1M +6% 3.66% 32.8% 209 22.49% 1.2
Investment Centers of America
1906
Investment Centers of America
North Dakota
$463M -$101M -18% 3% 23.2% 462 21% 1
Paradice Investment Management
1907
Paradice Investment Management
Colorado
$462M +$78M +20% 7.95% 72.2% 29 13.79% 0.9
White Mountains Insurance Group
1908
White Mountains Insurance Group
New Hampshire
$462M -$5.61M -1% 1.2% 105% 1 0% 1.5
Bulldog Investors
1909
Bulldog Investors
New Jersey
$462M -$17M -4% 0.38% 22.5% 97 42.27% 0.8
Bank of Kentucky
1910
Bank of Kentucky
Kentucky
$462M +$8.69M +2% 4.4% – 297 6.4% 1.3
Central Securities
1911
Central Securities
New York
$462M +$2.6M +0.6% 3.58% 90.2% 38 15.79% 1.2
Henry H. Armstrong Associates
1912
Henry H. Armstrong Associates
Pennsylvania
$462M +$25M +6% 7.01% 70% 41 12.2% 1.3
CLA (CliftonLarsonAllen) Wealth Advisors
1913
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$462M -$6.1M -1% 1.13% 45.9% 81 14.81% 1.1
Peconic Partners
1914
Peconic Partners
New York
$460M -$267M -37% 3.24% 300% 57 49.12% 1
AAM
1915
Ardevora Asset Management
United Kingdom
$460M – – 8.44% 39.4% 74 – 0
Bernzott Capital Advisors
1916
Bernzott Capital Advisors
California
$460M +$34.4M +8% 7.4% 46.6% 54 5.56% 1.1
Provident Investment Management
1917
Provident Investment Management
Michigan
$459M +$30M +7% 9.61% 90.8% 55 9.09% 1.3
MPAM
1918
Monarch Partners Asset Management
Massachusetts
$459M +$79.1M +21% 11% 136% 166 43.37% 0.6
MHP
1919
Manatuck Hill Partners
Connecticut
$458M +$22.7M +5% 13.5% 556% 124 52.42% 0.7
L. Roy Papp & Associates
1920
L. Roy Papp & Associates
Arizona
$458M +$25.9M +6% 7.01% 80.1% 146 8.9% 1.3
Lombard Odier Asset Management (Europe)
1921
Lombard Odier Asset Management (Europe)
United Kingdom
$457M -$957M -68% 4.44% 79.7% 203 88.18% 0.1
Segantii Capital Management
1922
Segantii Capital Management
Hong Kong
$457M -$143M -24% 4.62% 33.1% 24 37.5% 0.5
Jay A. Fishman Ltd
1923
Jay A. Fishman Ltd
Michigan
$457M +$3.13M +0.7% 2.94% 105% 94 8.51% 1.3
Fulton Breakefield Broenniman
1924
Fulton Breakefield Broenniman
Maryland
$457M +$29.5M +7% 5.14% 68% 140 10.71% 1.3
Penn Davis McFarland
1925
Penn Davis McFarland
Texas
$456M -$3.57M -0.8% 3.65% 100% 31 3.23% 1.3