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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)
Munro Partners
1926
Munro Partners
Australia
$606M +$22.7M +4% 1.67% 350% 34 35.29% 0.6
Front Barnett Associates
1927
Front Barnett Associates
Illinois
$604M +$8.19M +1% 2.13% 40.5% 122 5.74% 5
Navellier & Associates
1928
Navellier & Associates
Nevada
$604M -$42.7M -7% 0.59% 361% 309 24.92% 1.4
Mesirow Financial Investment Management - Fixed Income
1929
Mesirow Financial Investment Management - Fixed Income
Illinois
$604M -$41.3M -6% 1.44% 26.9% 142 30.28% 1
Harvey Investment Company
1930
Harvey Investment Company
Kentucky
$604M +$10M +2% 1.27% 56.4% 89 7.87% 4.4
AA
1931
Ancient Art
Texas
$603M -$27.4M -4% 1.93% 168% 19 21.05% 1.6
Endurance Wealth Management
1932
Endurance Wealth Management
Rhode Island
$603M -$33.3M -5% 1.02% 59% 557 15.62% 3.5
Modera Wealth Management
1933
Modera Wealth Management
New Jersey
$602M +$54M +10% 0.14% 68.2% 150 8% 3.4
First Nebraska Trust
1934
First Nebraska Trust
Nebraska
$601M +$29.1M +5% 5.29% 67.9% 148 2.7% 4.1
W.R. Berkley Corp
1935
W.R. Berkley Corp
Connecticut
$601M +$17.6M +3% 1.53% 38.7% 142 46.48% 0.6
One Capital Management
1936
One Capital Management
California
$600M +$12.8M +2% 0.22% 50.5% 177 4.52% 3.5
Tokio Marine Asset Management
1937
Tokio Marine Asset Management
Japan
$600M +$27.7M +5% 1.14% 129% 248 20.56% 3.2
Indus Capital Partners
1938
Indus Capital Partners
New York
$600M -$12.1M -2% 2.67% 117% 45 37.78% 1.2
Lenox Wealth Advisors
1939
Lenox Wealth Advisors
New York
$600M +$27.1M +5% 0.4% 35.7% 670 40.75% 1.1
Northstar Investment Advisors
1940
Northstar Investment Advisors
Colorado
$600M +$58.4M +11% 2.86% 85.8% 149 30.87% 3
Kelly Lawrence W & Associates
1941
Kelly Lawrence W & Associates
California
$600M +$13.6M +2% 2.25% 123% 138 5.8% 3.9
Estabrook Capital Management
1942
Estabrook Capital Management
New York
$600M -$11.1M -2% 1.14% 87.2% 348 10.92% 4.8
Thomasville National Bank
1943
Thomasville National Bank
Georgia
$600M +$22.2M +4% 2.49% – 207 10.14% 2.9
Discovery Capital Management
1944
Discovery Capital Management
Connecticut
$598M -$450M -43% 0.59% 871% 53 77.36% 0.3
BPM
1945
Bowling Portfolio Management
Ohio
$597M -$14.4M -2% 1.57% 45.7% 405 42.72% 1.8
Barton Investment Management
1946
Barton Investment Management
Pennsylvania
$597M -$72.5M -11% 8.59% 80.3% 40 5% 5.4
Summit Creek Advisors
1947
Summit Creek Advisors
Minnesota
$596M +$525K +0.1% 4.6% 68.8% 69 23.19% 2
KG Funds Management
1948
KG Funds Management
New York
$595M +$65.5M +12% 0.75% 45.8% 8 0% 2.2
Mendon Capital Advisors
1949
Mendon Capital Advisors
Florida
$593M -$45.1M -7% 0.96% – 84 35.71% 2.1
Sector Gamma AS
1950
Sector Gamma AS
Norway
$592M -$30.3M -5% 2.29% 35.3% 37 16.22% 2