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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)
Steel Grove Capital Advisors
1951
Steel Grove Capital Advisors
Tennessee
$403M +$7.28M +2% 1.89% 106% 149 20.13% 0.6
Meritech Capital Associates III
1952
Meritech Capital Associates III
California
$403M -$165M -29% 5.67% 135% 7 0% 0.6
Davidson & Garrard
1953
Davidson & Garrard
Virginia
$402M +$7.78M +2% 2.51% 25.2% 202 9.41% 0.7
Professional Advisory Services
1954
Professional Advisory Services
Florida
$401M +$16.1M +4% 0.74% 69.3% 53 16.98% 0.6
Foster Dykema Cabot & Co
1955
Foster Dykema Cabot & Co
Massachusetts
$401M +$24.3M +6% 4.1% 34% 93 10.75% 0.7
Steinberg Global Asset Management
1956
Steinberg Global Asset Management
Florida
$401M -$70.2M -15% 1.19% 32.8% 231 22.51% 0.7
TCM
1957
Tamarack Capital Management
California
$401M -$21.7M -5% 7.12% – 31 29.03% 0.5
Obermeyer Wealth Partners
1958
Obermeyer Wealth Partners
Colorado
$400M +$8.59M +2% 5.48% 91.3% 71 25.35% 0.6
Schonfeld Group Holdings
1959
Schonfeld Group Holdings
New York
$400M +$135M +51% 6.94% – 709 74.75% 0.1
JA
1960
JVL Advisors
Texas
$400M +$160M +67% 27.2% 89.4% 25 44% 0.2
Segantii Capital Management
1961
Segantii Capital Management
Hong Kong
$399M -$147M -27% 11.5% 33.1% 22 54.55% 0.1
Cookson Peirce & Co
1962
Cookson Peirce & Co
Pennsylvania
$399M +$22M +6% 7.78% 307% 161 35.4% 0.4
Old Mutual Customised Solutions
1963
Old Mutual Customised Solutions
South Africa
$399M +$15.9M +4% 3.62% 49.7% 777 2.45% 0.7
SIG
1964
Schooner Investment Group
Pennsylvania
$399M +$74.8M +23% 0.73% 24.3% 142 19.01% 0.5
TP
1965
TB Partners
China
$398M +$35.1M +10% 17.7% – 3 0% 0.8
SC
1966
Selz Capital
New York
$398M -$463K -0.1% 6.46% 10.2% 60 18.33% 0.5
White Mountains Insurance Group
1967
White Mountains Insurance Group
New Hampshire
$398M +$17.2M +5% 4.53% 105% 2 0% 0.8
Capital Investment Services of America
1968
Capital Investment Services of America
Wisconsin
$397M +$1.51M +0.4% 2.37% 50.7% 57 5.26% 0.7
LBMC Investment Advisors
1969
LBMC Investment Advisors
Tennessee
$397M +$15.4M +4% 1.44% 52.8% 53 13.21% 0.7
TAM
1970
Telemark Asset Management
Massachusetts
$397M -$7.12M -2% 9.68% 329% 68 51.47% 0.4
Moors & Cabot
1971
Moors & Cabot
Massachusetts
$395M – – 1.84% 124% 382 – 0
Tompkins Financial
1972
Tompkins Financial
New York
$395M +$8.99M +2% 1.15% 84.4% 569 16.52% 0.6
CC
1973
Cambrian Capital
California
$395M -$3.26M -0.8% 2.6% 17.3% 63 33.33% 0.5
Brookstone Capital Management
1974
Brookstone Capital Management
Illinois
$394M +$46.7M +13% 2.15% 72.1% 124 20.97% 0.2
McDaniel Terry & Co
1975
McDaniel Terry & Co
Texas
$394M -$2.05M -0.5% 0.11% 57.9% 50 6% 0.7