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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)
Global Retirement Partners
1926
Global Retirement Partners
California
$653M +$44.6M +7% 6.94% – 1,764 12.41% 1.9
CCMD
1927
Cypress Capital Management (Delaware)
Delaware
$652M +$40.8M +7% 7.22% 25.6% 174 8.62% 2.6
1834 Investment Advisors
1928
1834 Investment Advisors
Wisconsin
$652M -$36.7M -5% 7.22% 68.7% 511 20.16% 2.4
TRUE Private Wealth Advisors
1929
TRUE Private Wealth Advisors
Oregon
$652M +$73.3M +13% 5.93% 89.2% 836 74.88% 0.6
One Capital Management
1930
One Capital Management
California
$651M +$50.4M +8% 6.86% 50.5% 176 9.66% 3.9
Wellington Shields Capital Management
1931
Wellington Shields Capital Management
New York
$651M +$36.2M +6% 5.69% 137% 278 10.43% 4
Tairen Capital
1932
Tairen Capital
Hong Kong
$650M -$29.5M -4% 18.6% 462% 47 61.7% 0.6
Wexford Capital
1933
Wexford Capital
Florida
$649M -$69.3M -10% 6.44% 128% 175 72% 0.5
Randolph Company
1934
Randolph Company
Ohio
$648M +$94.7M +17% 5.91% 127% 41 14.63% 1.7
Harvey Investment Company
1935
Harvey Investment Company
Kentucky
$648M +$44.8M +7% 7.03% 56.4% 89 3.37% 4.7
Thomasville National Bank
1936
Thomasville National Bank
Georgia
$648M +$48.2M +8% 8.68% – 206 7.28% 3.1
Six Columns Capital
1937
Six Columns Capital
Texas
$648M – – 15.8% – 57 – 0
Angelo Gordon & Co
1938
Angelo Gordon & Co
New York
$647M -$136M -17% 2.94% 90.1% 92 42.39% 0.8
Regis Management Company
1939
Regis Management Company
California
$647M +$56M +9% 13.5% 5.33% 70 7.14% 3.7
JC
1940
JBF Capital
Colorado
$647M +$86.2M +15% 10% 93.6% 98 37.76% 1.3
Olstein Capital Management
1941
Olstein Capital Management
New York
$645M +$5.84M +0.9% 8.85% 16.6% 114 5.26% 3.5
Donoghue Forlines
1942
Donoghue Forlines
Massachusetts
$645M -$57.6M -8% 7.29% 199% 217 58.99% 0.4
Capital International Sarl
1943
Capital International Sarl
California
$645M +$64M +11% 13.5% 149% 185 29.19% 2.3
MIM
1944
Marco Investment Management
Georgia
$644M +$58.5M +10% 9.69% 127% 182 9.34% 4.6
Mesirow Financial Investment Management - Fixed Income
1945
Mesirow Financial Investment Management - Fixed Income
Illinois
$644M +$39.7M +7% 10.5% 26.9% 140 25% 1
Barton Investment Management
1946
Barton Investment Management
Pennsylvania
$644M +$47.2M +8% 14.8% 124% 44 18.18% 4.9
SPX Gestao de Recursos
1947
SPX Gestao de Recursos
Brazil
$643M +$54.5M +9% 8.08% 98.1% 51 66.67% 0.5
Lenox Wealth Advisors
1948
Lenox Wealth Advisors
New York
$643M +$42.7M +7% 6.1% 35.7% 867 29.64% 1
CCM Investment Advisers
1949
CCM Investment Advisers
South Carolina
$642M +$33.4M +5% 8.99% 170% 72 12.5% 3.3
OHM
1950
Ordinal Holdings ManageCo
New York
$641M -$14.8M -2% 2.26% 19.5% 1 0% 2