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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
NM
1901
Newtyn Management
New York
$432M +$37.2M +9% 5.3% 52% 20 35%
MC
1902
Middleton & Co
Massachusetts
$431M -$16.9M -4% 0.53% 63.4% 162 6.79%
SFS
1903
Strategic Financial Services
New York
$430M +$49.4M +13% 2.38% 46.5% 98 7.14%
BCM
1904
BTR Capital Management
California
$430M -$9.8M -2% 1.5% 35% 173 11.56%
PHS
1905
Pekin Hardy Strauss
Illinois
$430M -$10.2M -2% 6.82% 97.9% 175 12%
MCTIC
1906
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M -$15.9M -4% 0.29% 38.8% 93 7.53%
MAM
1907
Mastrapasqua Asset Management
Tennessee
$428M +$21.1M +5% 1.24% 54.9% 153 17.65%
EK
1908
Evensky & Katz
Florida
$428M +$10.3M +2% 1.5% 57.1% 50 4%
ERIM
1909
Eagle Ridge Investment Management
Connecticut
$427M +$10M +2% 3.31% 28.2% 136 22.06%
BI
1910
Bulldog Investors
New Jersey
$427M -$47.4M -10% 0.17% 20.9% 115 42.61%
ZBI
1911
Ziff Brothers Investments
New York
$427M +$66.2M +18% 4.86% 22 59.09%
RMCP
1912
Red Mountain Capital Partners
California
$427M +$46.5M +12% 22.5% 37.4% 8 0%
GWM
1913
Gupta Wealth Management
California
$427M +$33.4M +8% 2.68% 1,384 25.87%
AIP
1914
ARS Investment Partners
New York
$427M +$804K +0.2% 2.18% 260% 93 16.13%
JGUA
1915
John G. Ullman & Associates
New York
$426M -$26.3M -6% 5.31% 108% 120 16.67%
HTI
1916
Hikari Tsushin Inc
Japan
$426M +$37.2M +10% 3.13% 64% 36 11.11%
MTC
1917
McDaniel Terry & Co
Texas
$425M +$41.4M +11% 6.33% 52.9% 50 12%
HSA
1918
HBK Sorce Advisory
Pennsylvania
$425M +$41.7M +11% 0.61% 50.7% 262 23.28%
LNWWM
1919
Laird Norton Wetherby Wealth Management
California
$424M +$7.21M +2% 1.89% 510 14.12%
PAS
1920
Professional Advisory Services
Florida
$423M +$3.79M +0.9% 2.8% 61.8% 60 8.33%
AAM
1921
Auxier Asset Management
Oregon
$422M -$18.9M -4% 0.81% 58.4% 149 7.38%
LRPA
1922
L. Roy Papp & Associates
Arizona
$422M +$13.4M +3% 2.59% 64.3% 155 14.84%
CG
1923
Caprock Group
Idaho
$422M +$247M +141% 0.96% 358 80.45%
BHB
1924
Bank Hapoalim BM
Israel
$422M -$17.8M -4% 0.28% 58.6% 180 18.89%
DLG
1925
Daniel L. Goodwin
$421M +$4.23M +1% 3.21% 72.6% 120 13.33%