We are live on ! Find out more

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)
Howard Hughes Medical Institute
1901
Howard Hughes Medical Institute
Maryland
$472M -$265M -36% 1.07% 70.9% 191 31.94% 0.9
LBMC Investment Advisors
1902
LBMC Investment Advisors
Tennessee
$471M +$23.8M +5% 1.36% 52.8% 60 6.67% 1.6
PCM
1903
Prime Capital Management
Hong Kong
$471M +$32.2M +7% 31.8% 579% 13 30.77% 0.9
WFI
1904
West Family Investments
California
$471M -$16.6M -3% 3.72% 116% 118 9.32% 1.5
Neumeier Poma Investment Counsel
1905
Neumeier Poma Investment Counsel
California
$470M +$13.9M +3% 3.56% 229% 45 20% 1.3
ProVise Management Group
1906
ProVise Management Group
Florida
$470M -$2.69M -0.6% 1.45% 66.8% 317 11.67% 1.6
SC
1907
Seawolf Capital
New York
$470M -$44.2M -9% 5.49% 25.7% 74 67.57% 0.5
JMH
1908
J.M. Hartwell
New York
$468M +$2.83M +0.6% 3.69% 72.2% 118 25.42% 1.3
Red Mountain Capital Partners
1909
Red Mountain Capital Partners
California
$466M +$77.3M +20% 0.86% 37.4% 14 50% 1.2
AH
1910
Allen Holding
New York
$466M +$985K +0.2% 0.94% 135% 11 0% 1.9
Bernzott Capital Advisors
1911
Bernzott Capital Advisors
California
$466M +$15.1M +3% 1.29% 46.6% 53 11.32% 1.4
First Financial Bank - Trust Division
1912
First Financial Bank - Trust Division
Ohio
$465M -$20.5M -4% 0.99% 68.6% 178 3.37% 1.8
MCG
1913
Meru Capital Group
New York
$464M +$25M +6% 1.98% – 69 47.83% 0.7
BPM
1914
Bowling Portfolio Management
Ohio
$462M +$7.43M +2% 1.51% 45.7% 176 28.98% 1.1
ASA
1915
Armstrong Shaw Associates
Connecticut
$462M -$4.06M -0.9% 0.2% 51.2% 42 4.76% 1.7
Muhlenkamp & Co
1916
Muhlenkamp & Co
Pennsylvania
$462M -$12.7M -3% 3.11% 107% 82 30.49% 1.1
First Fiduciary Investment Counsel
1917
First Fiduciary Investment Counsel
Ohio
$462M -$1.98M -0.4% 1.17% 48.1% 43 11.63% 1.6
BRCA
1918
Birch Run Capital Advisors
Texas
$462M +$39.1M +9% 12.2% 8.22% 19 0% 1.8
Monarch Alternative Capital
1919
Monarch Alternative Capital
New York
$461M +$45.5M +11% 3.86% 497% 8 25% 1.5
Middleton & Co
1920
Middleton & Co
Massachusetts
$461M +$3.89M +0.9% 1.5% 69.7% 157 3.18% 1.7
Needham Investment Management
1921
Needham Investment Management
New York
$461M -$8.28M -2% 0.41% 424% 119 17.65% 1.5
SignatureFD
1922
SignatureFD
Georgia
$461M +$48.8M +12% 0.31% 73.6% 1,205 22.9% 1
Bristol Gate Capital Partners
1923
Bristol Gate Capital Partners
Ontario, Canada
$461M +$278M +152% 0.79% 79.2% 25 36% 0.4
State of Alaska Department of Revenue
1924
State of Alaska Department of Revenue
Alaska
$461M -$37.6M -8% 7.48% 131% 231 3.46% 1.5
Beacon Financial Group
1925
Beacon Financial Group
Texas
$461M +$10.1M +2% 1.64% 66.6% 182 17.03% 1.2