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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)
Richard C. Young & Co
1926
Richard C. Young & Co
Rhode Island
$506M +$31.3M +7% 4.3% 137% 67 10.45% 2.5
Regal Partners
1927
Regal Partners
Australia
$506M +$109M +28% 6.51% 146% 12 16.67% 1.6
Cadinha & Co
1928
Cadinha & Co
Hawaii
$505M -$76.5M -13% 6.12% 132% 130 15.38% 2.4
McGowan Group Asset Management
1929
McGowan Group Asset Management
Texas
$505M +$21.9M +5% 3.36% 69.8% 89 10.11% 1.8
Moneta Group Investment Advisors
1930
Moneta Group Investment Advisors
Missouri
$504M +$16.5M +3% 5.65% 64% 179 17.32% 2
King Street Capital Management
1931
King Street Capital Management
New York
$504M +$88.4M +21% 6.39% 140% 15 40% 0.2
Bardin Hill Management Partners
1932
Bardin Hill Management Partners
New York
$504M +$84.3M +20% 14.1% 214% 39 66.67% 0.2
Pacific Global Investment Management
1933
Pacific Global Investment Management
California
$504M +$11.8M +2% 3.99% 48% 222 7.66% 2.8
Great Point Partners
1934
Great Point Partners
Connecticut
$504M +$16.8M +3% 20.4% 710% 52 61.54% 0.7
Hillsdale Investment Management
1935
Hillsdale Investment Management
Ontario, Canada
$503M +$23.1M +5% 10% 271% 582 36.94% 1.3
Parallel Advisors
1936
Parallel Advisors
California
$503M +$77.2M +18% 6.23% 109% 2,188 23.58% 0.2
1WCM
1937
12 West Capital Management
New York
$503M -$59.8M -11% 12.7% 169% 19 21.05% 1.5
Thomasville National Bank
1938
Thomasville National Bank
Georgia
$503M – – 5% – 234 – 0.8
Abner Herrman & Brock
1939
Abner Herrman & Brock
New Jersey
$503M +$27M +6% 5.1% 156% 131 6.87% 2.2
Mount Lucas Management
1940
Mount Lucas Management
Pennsylvania
$502M -$25.1M -5% 5.53% 109% 173 35.26% 0.6
CCM Investment Advisers
1941
CCM Investment Advisers
South Carolina
$502M +$27.6M +6% 6.67% 170% 98 10.2% 2.4
B. Riley Wealth Advisors
1942
B. Riley Wealth Advisors
Florida
$501M +$9.4M +2% 5.76% 118% 589 20.88% 1.9
REMS
1943
Real Estate Management Services
$501M -$5.84M -1% 3.46% 67.2% 40 25% 2
Partners Capital Investment Group
1944
Partners Capital Investment Group
Massachusetts
$501M +$65.7M +15% 8.84% 47.5% 75 13.33% 1
Howe & Rusling
1945
Howe & Rusling
New York
$500M +$43.9M +10% 7.96% 82% 1,120 16.16% 2.1
Stieven Capital Advisors
1946
Stieven Capital Advisors
Missouri
$498M -$9.9M -2% 0.3% 117% 74 24.32% 2.2
Woodstock Corp
1947
Woodstock Corp
Massachusetts
$496M +$2.85M +0.6% 5.1% 115% 166 6.63% 2.9
Amtrust Financial Services
1948
Amtrust Financial Services
New York
$496M +$22.3M +5% 1.67% 61.9% 118 38.98% 0.2
Northstar Investment Advisors
1949
Northstar Investment Advisors
Colorado
$495M +$48.3M +11% 3.63% 85.8% 119 9.24% 2.3
Clear Harbor Asset Management
1950
Clear Harbor Asset Management
Connecticut
$495M +$20.5M +4% 5.29% 98.6% 278 18.35% 2.2