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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)
Central Securities
1951
Central Securities
New York
$944M -$27.1M -3% 0.03% 90.2% 34 11.76% 5.4
Northcape Capital
1952
Northcape Capital
Australia
$943M -$18.5M -2% 2.85% – 26 7.69% 2.4
Ironvine Capital Partners
1953
Ironvine Capital Partners
Nebraska
$942M +$28.7M +3% 2.68% 58.8% 55 1.82% 2.8
MHR Fund Management
1954
MHR Fund Management
New York
$941M -$162M -15% 12.1% 332% 36 22.22% 1.5
Crescent Grove Advisors
1955
Crescent Grove Advisors
Illinois
$941M -$9.8M -1% 3.52% 64.1% 298 22.15% 1.8
Carlson Capital Management
1956
Carlson Capital Management
Minnesota
$940M +$231M +33% 0.86% 9.85% 170 9.41% 3.4
Jaffetilchin Investment Partners
1957
Jaffetilchin Investment Partners
Florida
$940M -$508M -35% 0.34% 88.1% 414 23.19% 1.5
CWM
1958
Cornerstone Wealth Management
Missouri
$940M -$10.2M -1% 0.42% 69.8% 498 13.86% 2.7
Condor Capital Management
1959
Condor Capital Management
New Jersey
$939M +$33.5M +4% 0.71% 58.2% 355 14.93% 2.7
Forward Management
1960
Forward Management
California
$936M +$28.5M +3% 0.11% 36.9% 28 50% 2
Accenture
1961
Accenture
Ireland
$936M +$19.4M +2% 1.7% – 2 50% 0.4
NTCM
1962
Nine Ten Capital Management
Illinois
$935M +$5.28M +0.6% 5.85% 166% 11 9.09% 2.6
Alpine Woods Capital Investors
1963
Alpine Woods Capital Investors
New York
$935M -$30.2M -3% 1.91% 105% 236 11.44% 3.6
Gallagher Fiduciary Advisors
1964
Gallagher Fiduciary Advisors
Illinois
$935M -$216M -19% 1.2% 25.1% 7 14.29% 4.2
Middleton & Co
1965
Middleton & Co
Massachusetts
$934M +$11.6M +1% 1.72% 81.8% 164 9.15% 5.3
Lake Street Advisors Group
1966
Lake Street Advisors Group
New Hampshire
$934M -$420M -31% 1.51% 16% 442 73.98% 1.3
Oldfield Partners
1967
Oldfield Partners
United Kingdom
$934M -$45.7M -5% 2.86% 90.3% 22 0% 5.1
Cassaday & Co
1968
Cassaday & Co
Virginia
$933M +$59.2M +7% 0.04% 62.7% 35 0% 4.9
Gratus Capital
1969
Gratus Capital
Georgia
$931M +$30.1M +3% 0.89% 51.4% 195 8.21% 3.4
Bowie Capital Management
1970
Bowie Capital Management
Texas
$931M +$129M +16% 2.18% 31.6% 45 24.44% 2.1
Flagship Harbor Advisors
1971
Flagship Harbor Advisors
Massachusetts
$931M -$1.52M -0.2% 1.63% 75.7% 633 1.58% 3
Main Management
1972
Main Management
California
$930M -$1.24M -0.1% 1.71% 64.1% 138 5.8% 2.9
Great Mountain Partners
1973
Great Mountain Partners
Connecticut
$929M -$339M -27% 26.7% 95.3% 1 0% 1.3
IFG Advisory
1974
IFG Advisory
Georgia
$928M +$28.9M +3% 1% 70.1% 492 6.91% 2.1
Mark Asset Management
1975
Mark Asset Management
New York
$927M +$114M +14% 6.75% 325% 60 35% 1.9