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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)
Denali Advisors
1926
Denali Advisors
California
$460M +$23.2M +5% 0.33% 106% 319 26.02% 1
Contravisory Investment Management
1927
Contravisory Investment Management
Massachusetts
$460M -$38.6M -8% 0.89% 135% 204 38.24% 0.7
Cisco Systems
1928
Cisco Systems
California
$459M -$334M -42% 4.36% 210% 3 33.33% 1.5
Hikari Tsushin Inc
1929
Hikari Tsushin Inc
Japan
$459M -$40.2M -8% 1.72% 59.5% 38 10.53% 2
Howe & Rusling
1930
Howe & Rusling
New York
$459M +$12.6M +3% 0.04% 82% 1,156 24.91% 1.1
YHB Investment Advisors
1931
YHB Investment Advisors
Connecticut
$458M +$12.7M +3% 0.26% 96.2% 172 4.65% 1.6
Cooper Investors
1932
Cooper Investors
Australia
$458M -$151M -25% 0.48% 57.5% 30 20% 1.3
Corbyn Investment Management
1933
Corbyn Investment Management
Maryland
$458M +$10.5M +2% 0.3% 71.9% 56 16.07% 1.4
Susquehanna Trust & Investment
1934
Susquehanna Trust & Investment
Pennsylvania
$457M -$15.8M -3% 1.37% – 116 12.93% 1.5
Fulton Breakefield Broenniman
1935
Fulton Breakefield Broenniman
Maryland
$457M +$7.93M +2% 1.7% 68% 135 15.56% 1.7
Chemung Canal Trust
1936
Chemung Canal Trust
New York
$456M -$31.5M -6% 1.98% 80.9% 143 11.89% 1.7
Foster & Motley
1937
Foster & Motley
Ohio
$456M +$180K +0% 1.28% 68.8% 190 15.79% 1.5
Deltec Asset Management
1938
Deltec Asset Management
New York
$455M -$4.06M -0.9% 3.82% 128% 158 17.09% 1.2
Ashford Capital Management
1939
Ashford Capital Management
Delaware
$453M -$37.3M -8% 4.68% 150% 134 16.42% 1.4
KSL Advisors
1940
KSL Advisors
Colorado
$453M -$319M -41% 23.3% – 2 50% 0.5
VCM
1941
V3 Capital Management
Texas
$453M -$91.8M -17% 9.52% 20.5% 27 66.67% 0.4
Incline Global Management
1942
Incline Global Management
New York
$451M +$48.6M +12% 0.58% 40.1% 31 35.48% 0.8
Alexandria Capital
1943
Alexandria Capital
Virginia
$450M +$172M +62% 0.93% 66.8% 680 15.59% 1.5
Steel Grove Capital Advisors
1944
Steel Grove Capital Advisors
Tennessee
$450M +$5.28M +1% 2.47% 106% 213 29.58% 1
Quantitative Systematic Strategies
1945
Quantitative Systematic Strategies
Florida
$450M +$83.8M +23% 0.88% 133% 698 70.92% 0.2
PWM
1946
Patriot Wealth Management
Texas
$449M -$1.02M -0.2% 0.45% 24.3% 68 17.65% 1.5
Strategy Asset Managers
1947
Strategy Asset Managers
California
$448M -$9.6M -2% 0.1% 115% 138 5.8% 1.4
ACM
1948
Anandar Capital Management
New York
$448M +$51.1M +13% 0.08% – 85 64.71% 0.2
CA
1949
Cornerstone Advisors
North Carolina
$448M -$36M -7% 2.36% 108% 254 22.44% 1.4
Halsey Associates
1950
Halsey Associates
Connecticut
$448M -$10.5M -2% 0.83% 63.8% 106 5.66% 1.8