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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)
OFM
1926
Okumus Fund Management
Cayman Islands
$531M +$155M +41% 26.4% 8.26% 14 71.43% 0.4
Goodnow Investment Group
1927
Goodnow Investment Group
Connecticut
$530M -$156M -23% 18.4% 131% 31 32.26% 2.4
Halsey Associates
1928
Halsey Associates
Connecticut
$530M -$32.1M -6% 11.7% 63.8% 112 21.43% 3.6
Hoplite Capital Management
1929
Hoplite Capital Management
New York
$530M -$152M -22% 8.84% 32.9% 25 48% 1
Wellington Shields Capital Management
1930
Wellington Shields Capital Management
New York
$529M -$90.8M -15% 10.7% 137% 322 16.77% 3.5
IR
1931
IAT Reinsurance
New York
$526M -$160M -23% 20.6% 60.2% 137 8.76% 1.9
Index Venture Associates V
1932
Index Venture Associates V
Jersey
$526M -$285M -35% 35.1% 61.2% 4 0% 0.8
Gramercy Funds Management
1933
Gramercy Funds Management
Connecticut
$525M +$7.67M +1% 6.68% 87.6% 19 15.79% 0.7
Brown Advisory Securities
1934
Brown Advisory Securities
Maryland
$524M -$98.6M -16% 12.2% 51% 439 14.58% 3.1
MCF Advisors
1935
MCF Advisors
Kentucky
$523M -$49.2M -9% 10.7% 50.2% 526 16.54% 2.8
Altium Wealth Management
1936
Altium Wealth Management
New York
$523M +$1.54M +0.3% 11.6% 24.9% 313 17.25% 0.7
O'Shares Investment Advisers
1937
O'Shares Investment Advisers
Massachusetts
$523M – – 9.28% 71.8% 329 – 0
JC
1938
JBF Capital
Colorado
$522M -$158M -23% 15.5% 93.6% 188 68.09% 0.8
Blackhill Capital
1939
Blackhill Capital
New Jersey
$522M -$96.3M -16% 13.5% 212% 74 12.16% 4.4
Financial Architects (New Jersey)
1940
Financial Architects (New Jersey)
New Jersey
$522M -$91.9M -15% 11.9% 31.3% 1,592 23.93% 2.1
First Merchants Corp
1941
First Merchants Corp
Indiana
$521M -$88.9M -15% 12% 55.6% 207 6.76% 3.4
SCM
1942
Suffolk Capital Management
New York
$521M -$182M -26% 20% 48.6% 156 38.46% 1.1
AAM
1943
Autus Asset Management
Arizona
$521M -$82.4M -14% 10.9% 26.3% 157 10.19% 4.1
Adams Natural Resources Fund
1944
Adams Natural Resources Fund
Maryland
$520M -$163M -24% 21% 50.6% 62 9.68% 2.2
Citizens Business Bank
1945
Citizens Business Bank
California
$520M -$95.1M -15% 12.9% 108% 288 13.89% 3.5
IHT Wealth Management
1946
IHT Wealth Management
Illinois
$520M +$57.1M +12% 11.4% 74.8% 530 30.19% 1.3
Trek Financial
1947
Trek Financial
Arizona
$519M – – 1.43% 144% 91 – 0
Harvey Investment Company
1948
Harvey Investment Company
Kentucky
$518M -$58.9M -10% 9.97% 56.4% 86 11.63% 4.4
AJ Wealth Strategies
1949
AJ Wealth Strategies
New York
$518M -$22.2M -4% 10.1% 32.2% 117 29.91% 1.4
Bienville Capital Management
1950
Bienville Capital Management
New York
$518M -$775M -60% 5.46% 36.3% 184 40.22% 1.4