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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)
KFS
1926
Kurt F. Somerville
$438M +$232K +0.1% 3.17% 92.9% 126 12.7% 2.3
AGM
1927
Alpine Global Management
New York
$438M +$126M +40% 5.55% 149% 237 81.86% 0.2
1834 Investment Advisors
1928
1834 Investment Advisors
Wisconsin
$438M +$12M +3% 1.36% 68.7% 187 14.44% 1.8
Evergreen Capital Management
1929
Evergreen Capital Management
Washington
$436M +$18.7M +4% 1.48% 77.2% 95 14.74% 1.8
HEC
1930
Hudson Executive Capital
New York
$434M +$117M +37% 14.9% 127% 12 41.67% 0.1
BTC Capital Management
1931
BTC Capital Management
Iowa
$434M +$6.4M +1% 0.13% – 179 15.08% 1.1
CCT
1932
Chemung Canal Trust
New York
$434M +$149K +0% 2.84% 80.9% 133 14.29% 2.3
IGM
1933
Incline Global Management
New York
$433M -$54.6M -11% 2.22% 40.1% 27 33.33% 0.6
B. Riley Wealth Advisors
1934
B. Riley Wealth Advisors
Florida
$432M -$61.5M -12% 2.71% 118% 647 26.12% 1.4
NM
1935
Newtyn Management
New York
$432M +$37.2M +9% 5.3% 52% 20 35% 0.4
Middleton & Co
1936
Middleton & Co
Massachusetts
$431M -$16.9M -4% 0.53% 69.7% 162 6.79% 2.1
Strategic Financial Services
1937
Strategic Financial Services
New York
$430M +$49.4M +13% 2.38% 58.7% 98 7.14% 2.3
BTR Capital Management
1938
BTR Capital Management
California
$430M -$9.8M -2% 1.5% 35% 173 11.56% 2
MN Services Vermogensbeheer
1939
MN Services Vermogensbeheer
Netherlands
$430M – – 2% 149% 672 – 0
Pekin Hardy Strauss
1940
Pekin Hardy Strauss
Illinois
$430M -$10.2M -2% 6.82% 102% 175 12% 2
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M -$15.9M -4% 0.29% 38.8% 93 7.53% 2.2
MAM
1942
Mastrapasqua Asset Management
Tennessee
$428M +$21.1M +5% 1.24% 54.9% 153 17.65% 1
Evensky & Katz
1943
Evensky & Katz
Florida
$428M +$10.3M +2% 1.5% 57.1% 50 4% 2.2
Eagle Ridge Investment Management
1944
Eagle Ridge Investment Management
Connecticut
$427M +$10M +2% 3.31% 28.2% 136 22.06% 1
BI
1945
Bulldog Investors
New Jersey
$427M -$47.4M -10% 0.17% 22.5% 115 42.61% 0.9
ZBI
1946
Ziff Brothers Investments
New York
$427M +$66.2M +18% 4.86% – 22 59.09% 0.4
RMCP
1947
Red Mountain Capital Partners
California
$427M +$46.5M +12% 22.5% 37.4% 8 0% 2.2
GWM
1948
Gupta Wealth Management
California
$427M +$33.4M +8% 2.68% – 1,384 25.87% 0.8
ARS Investment Partners
1949
ARS Investment Partners
New York
$427M +$804K +0.2% 2.18% 260% 93 16.13% 1.7
John G. Ullman & Associates
1950
John G. Ullman & Associates
New York
$426M -$26.3M -6% 5.31% 156% 120 16.67% 2.1