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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)
C.M. Bidwell & Associates
1951
C.M. Bidwell & Associates
Hawaii
$448M -$4.6M -1% 1.73% 70.6% 284 51.76% 0.6
Asset Advisors Corp
1952
Asset Advisors Corp
Georgia
$448M +$2.14M +0.5% 1.41% 41.4% 169 8.28% 1.6
MassMutual Private Wealth & Trust
1953
MassMutual Private Wealth & Trust
Connecticut
$448M -$159M -26% 0.75% 90.4% 889 33.86% 0.9
Signature Estate & Investment Advisors
1954
Signature Estate & Investment Advisors
California
$448M +$68.6M +18% 0.42% 84.4% 99 22.22% 1.1
Cobiz Wealth
1955
Cobiz Wealth
Colorado
$448M -$275K -0.1% 0.54% 54% 140 11.43% 1.5
MCTIC
1956
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$447M +$4.3M +1% 1.87% 38.8% 99 7.07% 1.6
Bainco International Investors
1957
Bainco International Investors
Massachusetts
$447M +$3.31M +0.7% 0.57% 69.4% 88 5.68% 1.7
Zuckerman Investment Group
1958
Zuckerman Investment Group
Illinois
$447M -$22.7M -5% 1.86% 111% 55 25.45% 1.3
Goldentree Asset Management
1959
Goldentree Asset Management
New York
$447M -$144M -24% 0.67% 27.7% 21 23.81% 0.7
JDR
1960
Jay D. Rosenbaum
$447M -$19.9M -4% 4.04% 12.9% 41 2.44% 0.5
SFMG Wealth Advisors
1961
SFMG Wealth Advisors
Texas
$447M -$791M -64% 0.69% 76.1% 188 42.02% 1.1
Carroll Financial Associates
1962
Carroll Financial Associates
North Carolina
$447M +$219M +96% 1.6% 79.9% 1,188 31.99% 1
GII
1963
Gryphon International Investment
Ontario, Canada
$447M -$61.7M -12% 0% 5.67% 23 4.35% 1.6
CCC
1964
Chelsea Counsel Company
California
$447M -$17.7M -4% 2.59% 106% 174 26.44% 1.3
Appleton Partners
1965
Appleton Partners
Massachusetts
$446M +$3.05M +0.7% 1.02% 101% 195 11.28% 1.5
First Niagara Bank
1966
First Niagara Bank
New York
$446M -$8.49M -2% 0.59% 38.1% 252 12.7% 1.6
CCP
1967
Caymus Capital Partners
Texas
$446M +$133M +43% 1.35% 57.3% 21 14.29% 0.9
Central Securities
1968
Central Securities
New York
$445M +$26.6M +6% 0.8% 90.2% 35 14.29% 1.5
First Wilshire Securities Management
1969
First Wilshire Securities Management
California
$445M -$44.4M -9% 3.25% 135% 129 11.63% 1.7
13D Management
1970
13D Management
New York
$444M +$50.9M +13% 0.31% 157% 36 27.78% 0.9
Richard C. Young & Co
1971
Richard C. Young & Co
Rhode Island
$444M -$14.5M -3% 1.56% 137% 73 9.59% 1.4
Waratah Capital Advisors
1972
Waratah Capital Advisors
Ontario, Canada
$443M +$77.2M +21% 0.87% 192% 124 54.84% 0.4
Private Wealth Partners
1973
Private Wealth Partners
California
$443M +$8.31M +2% 0.67% 132% 154 17.53% 1.5
Randolph Company
1974
Randolph Company
Ohio
$443M -$18.1M -4% 2.83% 120% 50 12% 0.9
Dean Investment Associates
1975
Dean Investment Associates
Ohio
$441M +$9.5M +2% 0.61% 63.5% 258 27.13% 1.2