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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)
Auxier Asset Management
1951
Auxier Asset Management
Oregon
$447M +$10.1M +2% 2.09% 71.7% 153 5.23% 2.6
Brandywine Managers
1952
Brandywine Managers
Delaware
$447M -$56.6M -11% 5.38% 96.3% 3 0% 1.5
Middleton & Co
1953
Middleton & Co
Massachusetts
$446M +$11.3M +3% 3.79% 69.7% 166 12.05% 2.4
MCTIC
1954
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$446M -$2.72M -0.6% 3.35% 38.8% 92 9.78% 2.6
Strategy Asset Managers
1955
Strategy Asset Managers
California
$446M +$6.08M +1% 1.74% 115% 152 32.24% 2
AAM
1956
Autus Asset Management
Arizona
$446M +$7.09M +2% 2.71% 26.3% 159 5.03% 2.3
BTR Capital Management
1957
BTR Capital Management
California
$446M +$10.1M +2% 3.6% 35% 172 13.95% 2.3
OFM
1958
Okumus Fund Management
Cayman Islands
$445M -$132M -23% 5.35% 8.26% 13 30.77% 1
Pinnacle Financial Partners (Tennessee)
1959
Pinnacle Financial Partners (Tennessee)
Tennessee
$444M +$9.2M +2% 3.02% 86% 290 4.14% 1.8
Bulldog Investors
1960
Bulldog Investors
New Jersey
$444M +$54.7M +14% 2.55% 22.5% 100 31% 1.1
Tensile Capital Management
1961
Tensile Capital Management
California
$444M +$32.2M +8% 11.8% 47.7% 19 5.26% 1.6
Dragoneer Investment Group
1962
Dragoneer Investment Group
California
$443M +$48.1M +12% 20.1% 77.3% 22 45.45% 0.7
Colrain Capital
1963
Colrain Capital
Massachusetts
$443M -$58.9M -12% 4.13% – 91 13.19% 2.2
Steel Grove Capital Advisors
1964
Steel Grove Capital Advisors
Tennessee
$443M +$36.7M +9% 3.12% 106% 222 21.62% 1.5
Formula Growth
1965
Formula Growth
Quebec, Canada
$442M +$31.4M +8% 10.9% 118% 183 34.97% 0.5
HAM
1966
Hillcrest Asset Management
Texas
$442M +$45.1M +11% 9.16% 97.2% 55 18.18% 1.3
Deltec Asset Management
1967
Deltec Asset Management
New York
$442M +$44M +11% 11.3% 128% 180 28.89% 1.4
Caprock Group
1968
Caprock Group
Idaho
$441M +$30.6M +7% 4.79% – 393 36.9% 0.5
Clearfield Capital Management
1969
Clearfield Capital Management
New York
$441M +$111M +34% 4.26% 421% 13 30.77% 0.5
Moneta Group Investment Advisors
1970
Moneta Group Investment Advisors
Missouri
$441M -$16.5M -4% 4.67% 64% 165 20% 1.9
Abner Herrman & Brock
1971
Abner Herrman & Brock
New Jersey
$440M +$10.6M +2% 3.24% 156% 127 7.09% 1.8
SkyBridge Capital II
1972
SkyBridge Capital II
New York
$440M +$61.5M +16% 6.84% – 30 0% 0.5
Vicus Capital
1973
Vicus Capital
Pennsylvania
$440M +$27.3M +7% 2.01% 59.6% 234 26.07% 1.6
Professional Advisory Services
1974
Professional Advisory Services
Florida
$439M +$1.66M +0.4% 2.61% 69.3% 60 8.33% 2.3
Petrus Trust Company
1975
Petrus Trust Company
Texas
$438M -$4.52M -1% 5.95% 36.9% 227 47.58% 0.9