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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)
Dorsey Asset Management
1926
Dorsey Asset Management
Illinois
$801M -$237M -23% 29.1% 122% 11 9.09% 2.5
Fiduciary Group
1927
Fiduciary Group
Georgia
$801M +$43M +6% 13.1% 67.1% 232 3.45% 4.8
Berry Street Capital Management
1928
Berry Street Capital Management
United Kingdom
$800M -$82.9M -9% 0.79% 331% 103 79.61% 0.2
Alpine Woods Capital Investors
1929
Alpine Woods Capital Investors
New York
$799M -$151M -16% 15.2% 105% 221 14.48% 3.9
Northcape Capital
1930
Northcape Capital
Australia
$799M -$179M -18% 16.1% – 25 8% 3.1
BIC
1931
Beach Investment Counsel
Pennsylvania
$798M -$148M -16% 10% 36% 166 6.63% 4.7
Bayview Asset Management
1932
Bayview Asset Management
Florida
$797M -$259M -25% 11.6% 55.4% 12 16.67% 1.2
WMC
1933
Westwood Management Corporation
Illinois
$795M -$260M -25% 20.9% 44.3% 78 10.26% 4.5
SeaCrest Wealth Management
1934
SeaCrest Wealth Management
New York
$794M -$76.2M -9% 13.7% 153% 1,636 57.4% 1.2
Connors Investor Services
1935
Connors Investor Services
Pennsylvania
$794M -$168M -17% 13.8% 125% 166 6.63% 4.2
Mount Yale Investment Advisors
1936
Mount Yale Investment Advisors
Colorado
$794M -$126M -14% 14.5% 81.9% 512 21.29% 2
Philosophy Capital Management
1937
Philosophy Capital Management
California
$793M -$407M -34% 20.2% 77.5% 45 51.11% 0.3
Edgemoor Investment Advisors
1938
Edgemoor Investment Advisors
Maryland
$793M -$155M -16% 15% 109% 158 6.96% 4.6
Keeley-Teton Advisors
1939
Keeley-Teton Advisors
Illinois
$793M -$163M -17% 12.4% 28.6% 409 8.8% 2.1
Henry H. Armstrong Associates
1940
Henry H. Armstrong Associates
Pennsylvania
$793M -$155M -16% 15.8% 70% 62 1.61% 6
Laird Norton Wetherby Trust Company
1941
Laird Norton Wetherby Trust Company
Washington
$790M -$307M -28% 14.4% 88.1% 202 43.07% 1.3
Bank of the West
1942
Bank of the West
California
$789M -$178M -18% 14.9% 35.4% 226 10.18% 5.8
Howe & Rusling
1943
Howe & Rusling
New York
$789M -$76.5M -9% 10.7% 82% 1,208 21.52% 3.1
LTS One Management
1944
LTS One Management
New York
$788M -$103M -12% 15.7% 67.9% 4 25% 0.5
Amica Mutual Insurance
1945
Amica Mutual Insurance
Rhode Island
$788M -$63.2M -7% 15.1% 80.4% 108 5.56% 4.3
HEC
1946
Hudson Executive Capital
New York
$788M -$462M -37% 26.4% 127% 10 10% 1.9
Segment Wealth Management
1947
Segment Wealth Management
Texas
$788M -$183M -19% 13.3% 102% 266 22.18% 4.3
WDA
1948
Wendell David Associates
New Hampshire
$786M -$112M -12% 10.7% 46% 154 3.9% 6.6
Summit Creek Advisors
1949
Summit Creek Advisors
Minnesota
$785M -$98.6M -11% 11% 68.8% 77 10.39% 3
Empirical Finance
1950
Empirical Finance
Pennsylvania
$785M -$108M -12% 14.6% 124% 509 14.34% 1.8