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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)
Alaska Permanent Capital Management
1951
Alaska Permanent Capital Management
Alaska
$597M -$70.9M -11% 2.1% 42.8% 38 42.11% 2.5
CCP
1952
Caymus Capital Partners
Texas
$596M -$29.1M -5% 1.84% 57.3% 26 61.54% 1.3
Atlantic Investment Management
1953
Atlantic Investment Management
New York
$596M -$49.1M -8% 1.22% 28.8% 22 36.36% 1.3
GPCM
1954
Greenbrier Partners Capital Management
Texas
$595M +$36.1M +6% 9.35% 96.1% 16 0% 3.9
Garde Capital
1955
Garde Capital
Washington
$595M +$17M +3% 3.63% 57.6% 175 5.71% 2.3
ORIX Corp
1956
ORIX Corp
Japan
$595M +$10.1M +2% 1.73% 11.7% 1 0% 0.8
Hemenway Trust Hemenway Trust
1957
Hemenway Trust Hemenway Trust
New Hampshire
$594M +$51.8M +10% 9.7% 87.2% 136 8.82% 3.5
BPIH
1958
Broad Peak Investment Holdings
Singapore
$593M -$199M -25% 3.7% 52.2% 23 56.52% 0.5
McDaniel Terry & Co
1959
McDaniel Terry & Co
Texas
$593M +$48.5M +9% 10.6% 57.9% 70 14.29% 3.7
Beacon Financial Group
1960
Beacon Financial Group
Texas
$593M +$882K +0.1% 4.61% 66.6% 195 12.31% 2.9
Yiheng Capital Management
1961
Yiheng Capital Management
California
$592M -$7.23M -1% 17.2% 82% 16 6.25% 1.9
Woodstock Corp
1962
Woodstock Corp
Massachusetts
$592M +$48.5M +9% 11.9% 115% 166 4.22% 4
Jacobs & Co
1963
Jacobs & Co
California
$591M +$39.2M +7% 7.41% 105% 126 4.76% 4.2
SeaCrest Wealth Management
1964
SeaCrest Wealth Management
New York
$591M +$35.9M +6% 6.05% 153% 2,418 8.52% 0.7
First Nebraska Trust
1965
First Nebraska Trust
Nebraska
$591M +$124M +27% 8.1% 67.9% 142 2.11% 3.5
Forward Management
1966
Forward Management
California
$591M -$17M -3% 5.05% 36.9% 178 18.54% 3.2
Parkwood LLC
1967
Parkwood LLC
Ohio
$590M -$45.7M -7% 4.88% 120% 153 70.59% 1.3
Susquehanna Fundamental Investments
1968
Susquehanna Fundamental Investments
Pennsylvania
$589M -$84.9M -13% 3.82% – 450 39.78% 0.3
North Point Portfolio Managers
1969
North Point Portfolio Managers
Ohio
$588M +$8.39M +1% 5.08% 72.8% 90 16.67% 3.3
Edgestream Partners
1970
Edgestream Partners
New Jersey
$587M +$96.4M +20% 2.02% 41.7% 361 59.83% 0.4
NJ State Employees Deferred Compensation Plan
1971
NJ State Employees Deferred Compensation Plan
New Jersey
$587M +$27M +5% 6.93% 127% 551 15.97% 2.8
BA
1972
Broadview Advisors
Wisconsin
$587M -$39.9M -6% 6% 65.3% 99 20.2% 2
PFMOSF
1973
Philadelphia Financial Management of San Francisco
California
$586M -$30.8M -5% 6.1% 209% 49 46.94% 0.9
Foyston, Gordon, & Payne
1974
Foyston, Gordon, & Payne
Ontario, Canada
$586M +$43.7M +8% 10.6% 57.2% 63 7.94% 3.5
BTC Capital Management
1975
BTC Capital Management
Iowa
$586M +$163M +39% 5.88% – 189 33.86% 1.9