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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)
ICAS
1926
Investors Capital Advisory Services
Massachusetts
$328M – – 0.3% 24.9% 562 – 0
Blackthorn Investment Group
1927
Blackthorn Investment Group
Kansas
$328M – – 4.01% – 244 – 0
J.H. Whitney Capital Partners
1928
J.H. Whitney Capital Partners
Connecticut
$328M – – 28.5% 95.7% 1 – 0
Bank of Kentucky
1929
Bank of Kentucky
Kentucky
$327M – – 1.68% – 263 – 0
OCM
1930
Oskie Capital Management
New York
$327M – – 9.44% 69.3% 32 – 0
Kanaly Trust
1931
Kanaly Trust
Texas
$326M – – 0.69% 11.6% 84 – 0
TD Ameritrade Trust
1932
TD Ameritrade Trust
Colorado
$325M – – 1.79% 21.7% 44 – 0
CAPTRUST Financial Advisors
1933
CAPTRUST Financial Advisors
North Carolina
$325M – – 0.4% 72.7% 191 – 0
Coastline Trust
1934
Coastline Trust
Rhode Island
$324M – – 1.18% 106% 194 – 0
TradeLink Capital
1935
TradeLink Capital
Illinois
$324M – – 1.02% 73.7% 412 – 0
Diker Management
1936
Diker Management
New York
$323M – – 9.38% 210% 77 – 0
Algert Global
1937
Algert Global
California
$323M – – 10.4% 194% 284 – 0
PCM
1938
Panning Capital Management
New York
$323M – – 9.14% 349% 26 – 0
BTR Capital Management
1939
BTR Capital Management
California
$322M – – 1.95% 35% 140 – 0
White Mountains Insurance Group
1940
White Mountains Insurance Group
New Hampshire
$321M – – 19.2% 105% 2 – 0
YHB Investment Advisors
1941
YHB Investment Advisors
Connecticut
$321M – – 1.94% 96.2% 141 – 0
First Interstate Bank
1942
First Interstate Bank
Montana
$320M – – 2.54% 48.2% 89 – 0
Valentine Capital Asset Management
1943
Valentine Capital Asset Management
California
$320M – – 4.54% – 101 – 0
Northstar Investment Advisors
1944
Northstar Investment Advisors
Colorado
$320M – – 0.2% 85.8% 100 – 0
HCM
1945
Hawkeye Capital Management
Florida
$319M – – 19% – 14 – 0
PH
1946
Pinnacle Holdings
Oklahoma
$319M – – 3.12% 79.6% 193 – 0
Goldentree Asset Management
1947
Goldentree Asset Management
New York
$319M – – 0.92% 27.7% 27 – 0
Chanos & Company
1948
Chanos & Company
New York
$318M – – 3.75% – 24 – 0
Nuance Investments
1949
Nuance Investments
Missouri
$318M – – 2.25% 3.13% 53 – 0
KLCM Advisors
1950
KLCM Advisors
Wisconsin
$317M – – 4.67% 122% 66 – 0