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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)
Great Point Partners
1901
Great Point Partners
Connecticut
$487M +$94.7M +24% 4.54% 710% 43 37.21% 0.9
NAM
1902
Netols Asset Management
Wisconsin
$486M +$34.2M +8% 14.8% 41.7% 71 8.45% 2.5
Princeton Alpha Management
1903
Princeton Alpha Management
New Jersey
$486M -$48.6M -9% 2.58% 9.26% 1,016 63.58% 0.3
MCTIC
1904
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$485M +$38.9M +9% 5.31% 38.8% 94 11.7% 2.7
Planning Alternatives
1905
Planning Alternatives
Michigan
$484M +$17.6M +4% 1.57% 69.6% 52 3.85% 2.6
Kirr Marbach & Co
1906
Kirr Marbach & Co
Indiana
$484M -$19.1M -4% 8.44% 121% 79 15.19% 1.8
Sonora Investment Management
1907
Sonora Investment Management
Arizona
$484M +$6.57M +1% 2.23% 32.8% 967 14.68% 1
RK Capital Management (Colorado)
1908
RK Capital Management (Colorado)
Colorado
$483M -$31.8M -6% 11.8% 89% 57 22.81% 1.5
McGowan Group Asset Management
1909
McGowan Group Asset Management
Texas
$483M -$30.1M -6% 1.96% 69.8% 90 10% 1.6
Dai-ichi Life Holdings
1910
Dai-ichi Life Holdings
Japan
$483M -$2.8B -85% 5.28% – 561 99.82% 3.5
McDaniel Terry & Co
1911
McDaniel Terry & Co
Texas
$482M +$14.6M +3% 3.1% 57.9% 64 4.69% 2.3
Henry H. Armstrong Associates
1912
Henry H. Armstrong Associates
Pennsylvania
$482M -$38.8M -7% 4.01% 70% 52 11.54% 2.5
Eagle Ridge Investment Management
1913
Eagle Ridge Investment Management
Connecticut
$481M +$31.2M +7% 4.16% 28.2% 151 20.53% 1.4
SkyBridge Capital II
1914
SkyBridge Capital II
New York
$481M +$40.7M +9% 2.88% – 32 12.5% 0.7
Hillsdale Investment Management
1915
Hillsdale Investment Management
Ontario, Canada
$480M +$103M +27% 7.89% 271% 600 38.17% 1.2
Smith Salley Wealth Management
1916
Smith Salley Wealth Management
North Carolina
$480M +$29.3M +6% 3.98% 106% 162 7.41% 2.3
YHB Investment Advisors
1917
YHB Investment Advisors
Connecticut
$480M +$66M +16% 3.18% 96.2% 175 6.86% 2.5
Colrain Capital
1918
Colrain Capital
Massachusetts
$477M +$34.8M +8% 7.1% – 104 24.04% 2.1
John G. Ullman & Associates
1919
John G. Ullman & Associates
New York
$477M -$8.91M -2% 3.27% 156% 125 11.2% 2.3
Winslow Asset Management
1920
Winslow Asset Management
Ohio
$477M +$23M +5% 6.27% 89.9% 95 4.21% 3
Cambridge Associates
1921
Cambridge Associates
Massachusetts
$476M +$1.92M +0.4% 0.69% 50.1% 32 18.75% 1.5
Aegon USA Investment Management
1922
Aegon USA Investment Management
Iowa
$476M -$20.8M -4% 1.73% 39.9% 42 14.29% 1.5
Abner Herrman & Brock
1923
Abner Herrman & Brock
New Jersey
$476M +$35.3M +8% 8.69% 156% 132 10.61% 2
Edinburgh Partners
1924
Edinburgh Partners
United Kingdom
$475M -$62.1M -12% 6.09% 39.2% 42 9.52% 2.4
PGCM
1925
Prescott Group Capital Management
Oklahoma
$475M +$6.55M +1% 3.91% 148% 197 45.18% 1.6