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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)
LGT Capital Partners
1926
LGT Capital Partners
Switzerland
$444M +$102M +30% 2.83% 67.2% 62 37.1% 0.8
Tenor Capital Management
1927
Tenor Capital Management
New York
$444M +$44.7M +11% 0.05% 4.73% 52 13.46% 0.6
Freshford Capital Management
1928
Freshford Capital Management
New York
$444M -$20.4M -4% 9.08% 97.3% 34 50% 0.7
Pine Brook Road Advisors
1929
Pine Brook Road Advisors
New York
$443M -$33.5M -7% 6.71% – 3 0% 1.8
CC
1930
Cornerstone Capital
California
$443M +$41.2M +10% 10.5% 91.2% 79 8.86% 1.9
First Fiduciary Investment Counsel
1931
First Fiduciary Investment Counsel
Ohio
$442M +$26.7M +6% 7.72% 48.1% 38 7.89% 2
Kelly Lawrence W & Associates
1932
Kelly Lawrence W & Associates
California
$442M +$11.3M +3% 8.16% 123% 174 20.11% 1.3
Meiji Yasuda Asset Management
1933
Meiji Yasuda Asset Management
Japan
$441M +$33.1M +8% 7.6% 93.9% 380 19.21% 1.7
Academy Capital Management
1934
Academy Capital Management
Texas
$441M -$64.1M -13% 4.88% 71.2% 51 25.49% 1.5
Arbor Capital Management (Minnesota)
1935
Arbor Capital Management (Minnesota)
Minnesota
$441M -$9.06M -2% 8.09% 97.7% 185 11.35% 1.3
Auxier Asset Management
1936
Auxier Asset Management
Oregon
$441M +$13M +3% 8.29% 71.7% 148 8.78% 2.1
YHB Investment Advisors
1937
YHB Investment Advisors
Connecticut
$441M +$17.7M +4% 7.04% 96.2% 169 11.24% 2
Regis Management Company
1938
Regis Management Company
California
$441M +$99.2M +29% 2.24% 5.33% 99 55.56% 0.9
Pacific Global Investment Management
1939
Pacific Global Investment Management
California
$441M -$8.74M -2% 2.57% 48% 218 6.42% 2.1
BC
1940
BHR Capital
New York
$441M -$245M -36% 4.55% 5.89% 45 37.78% 1.1
Pekin Hardy Strauss
1941
Pekin Hardy Strauss
Illinois
$440M +$2.22M +0.5% 0.78% 102% 174 10.92% 1.8
Clear Harbor Asset Management
1942
Clear Harbor Asset Management
Connecticut
$440M +$3.12M +0.7% 6.48% 98.6% 313 23.96% 1.5
BTR Capital Management
1943
BTR Capital Management
California
$440M +$22.1M +5% 5.86% 35% 180 13.33% 1.7
Gratus Capital
1944
Gratus Capital
Georgia
$440M +$25.5M +6% 6.52% 51.4% 109 27.52% 0.7
Bank Hapoalim BM
1945
Bank Hapoalim BM
Israel
$440M +$9.9M +2% 4.41% 76.6% 173 14.45% 1.3
Strategy Asset Managers
1946
Strategy Asset Managers
California
$440M +$22.9M +5% 6.85% 115% 137 5.11% 1.6
Richard C. Young & Co
1947
Richard C. Young & Co
Rhode Island
$439M +$35.2M +9% 4.39% 137% 85 27.06% 1.5
SFMG Wealth Advisors
1948
SFMG Wealth Advisors
Texas
$439M +$25.3M +6% 5.27% 76.1% 128 25% 1.4
KFS
1949
Kurt F. Somerville
$438M +$45.5M +12% 5.88% 92.9% 132 9.85% 2
Harvey Investment Company
1950
Harvey Investment Company
Kentucky
$437M +$22.6M +5% 5.94% 56.4% 79 2.53% 2.3