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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)
Rockland Trust
1901
Rockland Trust
Massachusetts
$473M -$12.5M -3% 0.1% 61.5% 153 15.69% 1.3
Penn Davis McFarland
1902
Penn Davis McFarland
Texas
$473M +$16.6M +4% 0.53% 100% 34 8.82% 1.4
Spirit of America Management Corp
1903
Spirit of America Management Corp
New York
$473M +$79.2M +20% 0.68% 113% 366 16.67% 0.9
ProVise Management Group
1904
ProVise Management Group
Florida
$472M +$6.2M +1% 1.22% 66.8% 318 12.58% 1.3
Grandeur Peak Global Advisors
1905
Grandeur Peak Global Advisors
Utah
$472M +$26.8M +6% 4.26% 96% 117 21.37% 1.1
White Mountains Insurance Group
1906
White Mountains Insurance Group
New Hampshire
$470M +$8.22M +2% 1.78% 105% 1 0% 1.8
Callan Capital
1907
Callan Capital
California
$470M +$29.3M +7% 11.9% 20.1% 76 14.47% 1.2
Zuckerman Investment Group
1908
Zuckerman Investment Group
Illinois
$470M -$3.42M -0.7% 1.86% 111% 67 32.84% 1.1
Efficient Advisors
1909
Efficient Advisors
Ohio
$470M +$32.6M +7% 2.4% 30.6% 32 9.38% 1.3
Needham Investment Management
1910
Needham Investment Management
New York
$470M -$5.62M -1% 4.87% 424% 124 17.74% 1.4
MPM Asset Management
1911
MPM Asset Management
Massachusetts
$469M +$18.6M +4% 6.66% 5.89% 15 0% 1.2
Broadmark Asset Management
1912
Broadmark Asset Management
California
$468M -$220M -32% 3.07% 39.6% 4 75% 0.4
JDR
1913
Jay D. Rosenbaum
$467M +$15.3M +3% 3.37% 12.9% 45 15.56% 0.2
ASA
1914
Armstrong Shaw Associates
Connecticut
$466M -$86.3M -16% 1.17% 51.2% 42 7.14% 1.5
Johnson Financial Group Inc (Wisconsin)
1915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$466M +$34.8M +8% 2.38% 58.1% 905 17.68% 1.2
Princeton Alpha Management
1916
Princeton Alpha Management
New Jersey
$466M +$111M +31% 1.04% 9.26% 1,032 71.8% 0.2
JMH
1917
J.M. Hartwell
New York
$465M +$36.9M +9% 7.5% 72.2% 109 19.27% 1.2
AH
1918
Allen Holding
New York
$465M -$5.61M -1% 0.74% 135% 11 0% 1.6
Main Street Research
1919
Main Street Research
Connecticut
$465M -$2.03M -0.4% 2.94% 232% 140 9.29% 1.4
CCC
1920
Chelsea Counsel Company
California
$464M -$21.4M -4% 0.62% 106% 148 12.16% 1.3
Parus Finance (UK)
1921
Parus Finance (UK)
United Kingdom
$464M -$27.2M -6% 4.91% 199% 23 21.74% 1.5
DMK
1922
David M. Knott
$464M +$40.1M +9% 15.3% 81% 89 22.47% 1.1
Sensato Investors
1923
Sensato Investors
California
$464M +$126M +37% 3.53% 75.8% 71 57.75% 0.1
First Fiduciary Investment Counsel
1924
First Fiduciary Investment Counsel
Ohio
$464M -$13.9M -3% 2.83% 48.1% 41 4.88% 1.5
Connors Investor Services
1925
Connors Investor Services
Pennsylvania
$464M +$24.7M +6% 1.17% 125% 181 19.89% 1.3