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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
HTHT
1926
Hemenway Trust Hemenway Trust
New Hampshire
$594M +$51.8M +10% 9.7% 58.4% 136 8.82%
BPIH
1927
Broad Peak Investment Holdings
Singapore
$593M -$199M -25% 3.7% 52.2% 23 56.52%
MTC
1928
McDaniel Terry & Co
Texas
$593M +$48.5M +9% 10.6% 52.9% 70 14.29%
BFG
1929
Beacon Financial Group
Texas
$593M +$882K +0.1% 4.61% 60.3% 195 12.31%
YCM
1930
Yiheng Capital Management
California
$592M -$7.23M -1% 17.2% 63.7% 16 6.25%
WC
1931
Woodstock Corp
Massachusetts
$592M +$48.5M +9% 11.9% 96.1% 166 4.22%
JC
1932
Jacobs & Co
California
$591M +$39.2M +7% 7.41% 92.2% 126 4.76%
SWM
1933
SeaCrest Wealth Management
New York
$591M +$35.9M +6% 6.05% 142% 2,418 8.52%
FNT
1934
First Nebraska Trust
Nebraska
$591M +$124M +27% 8.1% 48% 142 2.11%
FM
1935
Forward Management
California
$591M -$17M -3% 5.05% 36.9% 178 18.54%
PL
1936
Parkwood LLC
Ohio
$590M -$45.7M -7% 4.88% 85.8% 153 70.59%
SFI
1937
Susquehanna Fundamental Investments
Pennsylvania
$589M -$84.9M -13% 3.82% 450 39.78%
NPPM
1938
North Point Portfolio Managers
Ohio
$588M +$8.39M +1% 5.08% 55% 90 16.67%
EP
1939
Edgestream Partners
New Jersey
$587M +$96.4M +20% 2.02% 32.8% 361 59.83%
NSEDCP
1940
NJ State Employees Deferred Compensation Plan
New Jersey
$587M +$27M +5% 6.93% 127% 551 15.97%
BA
1941
Broadview Advisors
Wisconsin
$587M -$39.9M -6% 6% 65.3% 99 20.2%
PFMOSF
1942
Philadelphia Financial Management of San Francisco
California
$586M -$30.8M -5% 6.1% 174% 49 46.94%
FGP
1943
Foyston, Gordon, & Payne
Ontario, Canada
$586M +$43.7M +8% 10.6% 56.9% 63 7.94%
BCM
1944
BTC Capital Management
Iowa
$586M +$163M +39% 5.88% 189 33.86%
BCM
1945
Bowie Capital Management
Texas
$585M +$218M +59% 5.38% 35.8% 38 23.68%
PA
1946
Planning Alternatives
Michigan
$585M +$22.8M +4% 4.61% 50.4% 52 7.69%
PC
1947
PM Capital
Australia
$584M +$33.7M +6% 2.91% 105% 25 12%
ACM
1948
Arosa Capital Management
Florida
$584M -$181M -24% 1.89% 256% 91 56.04%
NM
1949
Newtyn Management
New York
$584M +$49.8M +9% 2.58% 52% 33 48.48%
EA
1950
Efficient Advisors
Ohio
$584M -$3.87M -0.7% 1.2% 30.6% 53 15.09%