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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)
HoyleCohen
1951
HoyleCohen
California
$501M -$128M -20% 17.1% 46.1% 200 15% 1.9
Folger Nolan Fleming Douglas Capital Management
1952
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$501M -$184M -27% 18.5% 77.5% 166 19.28% 5.3
CCM Investment Advisers
1953
CCM Investment Advisers
South Carolina
$501M -$142M -22% 17.8% 176% 74 21.62% 3.2
Oxford Financial Group
1954
Oxford Financial Group
Indiana
$500M +$140M +39% 19.1% 81.3% 196 72.96% 0.6
Summit Creek Advisors
1955
Summit Creek Advisors
Minnesota
$500M -$139M -22% 18.2% 84.6% 70 4.29% 2.3
Centaurus Financial
1956
Centaurus Financial
California
$500M -$214M -30% 18.5% 89.6% 681 30.98% 1.3
Girard Partners
1957
Girard Partners
Pennsylvania
$500M -$105M -17% 15.5% 25.7% 235 16.17% 3.7
Flagship Harbor Advisors
1958
Flagship Harbor Advisors
Massachusetts
$500M -$71M -12% 14% 75.7% 2,062 11.88% 1.7
Meiji Yasuda Life Insurance
1959
Meiji Yasuda Life Insurance
Japan
$499M -$233M -32% 21% 28.6% 315 24.13% 3.7
ATP Life Science Ventures
1960
ATP Life Science Ventures
New York
$499M -$96.3M -16% 15.8% – 2 0% 0.3
Ulysses Management
1961
Ulysses Management
New York
$498M -$533M -52% 23% 51.8% 59 55.93% 1.5
Standard General
1962
Standard General
New York
$497M -$361M -42% 41.7% 259% 11 54.55% 0.9
Phocas Financial Corp
1963
Phocas Financial Corp
California
$497M -$334M -40% 29.2% – 212 27.83% 2.6
SeaTown Holdings
1964
SeaTown Holdings
Singapore
$497M -$225M -31% 9.33% 220% 80 72.5% 0.8
No Street GP LP
1965
No Street GP LP
California
$496M -$418M -46% 10% 246% 51 58.82% 0.1
TA
1966
Trivest Advisors
Hong Kong
$496M +$140M +39% 14.8% 2,984% 11 54.55% 0.2
Nachman Norwood & Parrott
1967
Nachman Norwood & Parrott
South Carolina
$495M -$116M -19% 20.1% – 256 17.97% 1.1
BDO Wealth Advisors
1968
BDO Wealth Advisors
Florida
$495M +$107M +28% 18.7% 38.3% 860 41.4% 1.3
Optimus Prime Fund Management
1969
Optimus Prime Fund Management
Cayman Islands
$494M +$167M +51% 1.68% 94.5% 58 44.83% 0.5
Board of Trustees of The Leland Stanford Junior University
1970
Board of Trustees of The Leland Stanford Junior University
California
$494M -$330M -40% 1.09% 142% 29 24.14% 1.6
Essex Investment Management
1971
Essex Investment Management
Massachusetts
$494M -$319M -39% 13% 370% 515 31.84% 2.1
Investure LLC
1972
Investure LLC
Virginia
$494M -$143M -23% 20.7% 65.9% 16 50% 1.3
MFP
1973
Michael F. Price
$493M -$222M -31% 21.3% 42.6% 122 19.67% 2.9
Argent Wealth Management
1974
Argent Wealth Management
Massachusetts
$492M -$105M -18% 14.5% – 186 18.28% 0.2
Parkwood LLC
1975
Parkwood LLC
Ohio
$492M +$15M +3% 17.3% 120% 100 32% 1.4