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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)
McDaniel Terry & Co
1901
McDaniel Terry & Co
Texas
$467M +$22M +5% 5.15% 57.9% 66 6.06% 2.1
Kopernik Global Investors
1902
Kopernik Global Investors
Florida
$467M -$98M -17% 5.25% 128% 24 12.5% 1.9
Kelly Lawrence W & Associates
1903
Kelly Lawrence W & Associates
California
$467M +$34.2M +8% 6.84% 123% 190 11.05% 1.8
Planning Alternatives
1904
Planning Alternatives
Michigan
$467M +$7.42M +2% 3.6% 69.6% 52 3.85% 2.5
Speece Thorson Capital Group
1905
Speece Thorson Capital Group
Minnesota
$466M +$5.1M +1% 0.6% 34.2% 45 4.44% 2.7
Cypress Funds
1906
Cypress Funds
California
$466M +$42.3M +10% 10.7% 100% 35 51.43% 0.5
Anson Funds Management
1907
Anson Funds Management
Texas
$465M -$59.2M -11% 2.6% 2,010% 78 53.85% 0.7
Howe & Rusling
1908
Howe & Rusling
New York
$464M +$9.8M +2% 3.62% 82% 1,212 30.94% 1.7
CC
1909
Cornerstone Capital
California
$463M +$4.17M +0.9% 2.02% 91.2% 76 5.26% 2.6
CC
1910
Carbonado Capital
New York
$463M +$70.2M +18% 4.6% 62.2% 15 26.67% 0.5
Richard C. Young & Co
1911
Richard C. Young & Co
Rhode Island
$463M +$11.5M +3% 1.39% 137% 65 4.62% 2.2
Mizuho Asset Management
1912
Mizuho Asset Management
Japan
$462M -$92.5M -17% 2.82% 41.7% 682 3.81% 2.6
Baystate Wealth Management
1913
Baystate Wealth Management
Massachusetts
$462M +$18.6M +4% 4.21% 14.6% 60 15% 2
Halsey Associates
1914
Halsey Associates
Connecticut
$462M +$12.2M +3% 7.5% 63.8% 107 7.48% 2.6
Boothbay Fund Management
1915
Boothbay Fund Management
New York
$461M +$202M +78% 8.34% 328% 891 65.77% 0.3
1834 Investment Advisors
1916
1834 Investment Advisors
Wisconsin
$461M -$80K -0% 2.65% 68.7% 180 11.67% 2.3
Central Securities
1917
Central Securities
New York
$460M +$30.5M +7% 9.01% 90.2% 39 7.69% 2.1
RiverPark Advisors
1918
RiverPark Advisors
New York
$460M +$256M +125% 9.53% 87.5% 57 5.26% 1.9
Yorktown Management & Research Company
1919
Yorktown Management & Research Company
Virginia
$459M +$19.5M +4% 4.01% 223% 348 29.31% 1.7
KFS
1920
Kurt F. Somerville
$459M +$14M +3% 3.4% 92.9% 118 11.02% 2.6
GII
1921
Gryphon International Investment
Ontario, Canada
$458M +$26.1M +6% 0.13% 5.67% 24 12.5% 2.1
Clear Harbor Asset Management
1922
Clear Harbor Asset Management
Connecticut
$458M -$1.78M -0.4% 5.23% 98.6% 283 18.73% 1.9
Foster Dykema Cabot & Co
1923
Foster Dykema Cabot & Co
Massachusetts
$458M +$29.5M +7% 2.22% 34% 119 28.57% 1.8
Beacon Investment Advisory Services
1924
Beacon Investment Advisory Services
New Jersey
$458M -$2.11M -0.5% 3.39% 95.8% 74 9.46% 1
Yale University
1925
Yale University
Connecticut
$457M +$71.3M +19% 5.97% 33.7% 9 44.44% 0.3