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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)
Rehmann Capital Advisory Group
1951
Rehmann Capital Advisory Group
Michigan
$422M +$3.46M +0.8% 0.8% 64.6% 355 13.24% 0.9
MRCM
1952
M&R Capital Management
New Jersey
$422M -$3.92M -0.9% 0.36% 52.6% 215 5.58% 1.1
Cypress Capital Group
1953
Cypress Capital Group
Florida
$421M -$5.77M -1% 1.61% 97.8% 215 9.77% 1.1
Cortland Associates
1954
Cortland Associates
Missouri
$420M -$81.2M -16% 0.87% 57.1% 42 9.52% 1
GIM
1955
Greylin Investment Management
Virginia
$419M +$4.02M +1% 1.17% 52.1% 73 17.81% 0.9
McDaniel Terry & Co
1956
McDaniel Terry & Co
Texas
$418M -$1.8M -0.4% 1.82% 57.9% 50 6% 1.1
KCA
1957
KR Capital Advisors
New York
$418M -$23.1M -5% 3.06% – 47 8.51% 1.1
Covalent Partners
1958
Covalent Partners
Massachusetts
$417M +$24.7M +6% 9.08% 36.6% 37 24.32% 0.7
Encompass Capital Advisors
1959
Encompass Capital Advisors
New York
$417M +$68.4M +20% 11% 364% 39 76.92% 0.1
YHB Investment Advisors
1960
YHB Investment Advisors
Connecticut
$417M +$2.05M +0.5% 1.12% 96.2% 154 2.6% 1.1
SC
1961
Salzman & Co
New York
$416M +$108M +35% 7.12% 15.7% 22 50% 0.2
Trinity Street Asset Management
1962
Trinity Street Asset Management
United Kingdom
$416M +$70M +20% 2.06% 76.9% 17 17.65% 0.6
Summit Partners
1963
Summit Partners
Massachusetts
$416M -$7.74M -2% 2.45% 13.7% 6 16.67% 0.7
Blum Capital Partners
1964
Blum Capital Partners
California
$415M -$177M -30% 7.8% 47.9% 5 20% 1.3
Reilly Financial Advisors
1965
Reilly Financial Advisors
California
$414M -$7.08M -2% 0.9% 99% 893 15.01% 0.9
DS
1966
Dalal Street
Texas
$414M -$66.8M -14% 2.83% 92.7% 11 36.36% 0.7
Marble Harbor Investment Counsel
1967
Marble Harbor Investment Counsel
Massachusetts
$414M -$8.79M -2% 0.03% 66.7% 145 4.14% 1.2
Professional Advisory Services
1968
Professional Advisory Services
Florida
$414M +$1.58M +0.4% 0.66% 69.3% 63 11.11% 0.9
Empirical Wealth Management
1969
Empirical Wealth Management
Washington
$413M +$10.1M +3% 1.63% 78.8% 110 13.64% 1
Tegean Capital Management
1970
Tegean Capital Management
New York
$413M +$9.36M +2% 0.85% – 20 45% 0.6
LBMC Investment Advisors
1971
LBMC Investment Advisors
Tennessee
$412M +$42.3M +11% 2.97% 52.8% 56 21.43% 1
Foster Dykema Cabot & Co
1972
Foster Dykema Cabot & Co
Massachusetts
$412M -$6.26M -1% 0.12% 34% 93 7.53% 1.1
Connors Investor Services
1973
Connors Investor Services
Pennsylvania
$412M -$7.38M -2% 1% 125% 164 18.29% 1
Grandeur Peak Global Advisors
1974
Grandeur Peak Global Advisors
Utah
$412M -$52.2M -11% 7.44% 96% 127 28.35% 0.8
SC XII Management
1975
SC XII Management
California
$412M -$53.7M -12% 6.78% 73.4% 4 50% 0.5