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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)
Nicholas Investment Partners
1951
Nicholas Investment Partners
California
$1.31B +$185M +16% 23.9% 397% 244 26.23% 1.4
a16z Perennial Management
1952
a16z Perennial Management
California
$1.31B +$1.53M +0.1% 8.68% – 170 86.47% 0.2
Governors Lane
1953
Governors Lane
New York
$1.31B +$200M +18% 9.71% 133% 180 56.67% 0.3
Hemenway Trust Hemenway Trust
1954
Hemenway Trust Hemenway Trust
New Hampshire
$1.31B +$14.2M +1% 6.22% 87.2% 130 6.15% 6.6
Smith, Moore & Co
1955
Smith, Moore & Co
Missouri
$1.31B +$114M +10% 8.01% 67% 549 11.48% 4.5
MIM
1956
Marco Investment Management
Georgia
$1.31B +$107M +9% 10.2% 127% 229 6.99% 7.4
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
$1.3B +$144M +12% 9.09% 88.6% 395 14.18% 2.7
Recurrent Investment Advisors
1958
Recurrent Investment Advisors
Texas
$1.3B +$68.3M +6% 5.83% 99.7% 65 3.08% 3.5
Keywise Capital Management (HK)
1959
Keywise Capital Management (HK)
Hong Kong
$1.3B +$115M +10% 25.7% 684% 29 62.07% 1.1
Penn Capital Management
1960
Penn Capital Management
Pennsylvania
$1.3B +$145M +13% 17.5% 181% 196 33.16% 1.4
PFM Health Sciences
1961
PFM Health Sciences
California
$1.3B +$126M +11% 12.5% 241% 85 48.24% 1.3
NBC Securities
1962
NBC Securities
Alabama
$1.3B +$74.9M +6% 8.5% 93.1% 2,901 20.3% 0.9
Penobscot Investment Management
1963
Penobscot Investment Management
Massachusetts
$1.3B +$129M +11% 9.21% 114% 323 6.19% 5.8
Colonial Trust Advisors
1964
Colonial Trust Advisors
South Carolina
$1.3B +$88M +7% 7.15% 80% 746 15.01% 3.5
Bouchey Financial Group
1965
Bouchey Financial Group
New York
$1.3B +$94.7M +8% 7.1% 66.7% 157 12.74% 3.9
Edgemoor Investment Advisors
1966
Edgemoor Investment Advisors
Maryland
$1.3B +$138M +12% 11.3% 109% 194 14.43% 5
Parkside Financial Bank & Trust
1967
Parkside Financial Bank & Trust
Missouri
$1.3B +$366M +39% 9.11% 85.4% 2,832 7.91% 4.2
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
1968
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.29B +$448M +53% 75.2% 1,119% 61 32.79% 1.4
Heck Capital Advisors
1969
Heck Capital Advisors
Wisconsin
$1.29B +$130M +11% 7.04% 67% 200 13.5% 3.2
OHIF
1970
Oriental Harbor Investment Fund
Hong Kong
$1.29B +$165M +15% 22.5% – 18 33.33% 0.5
Verus Capital Partners
1971
Verus Capital Partners
Arizona
$1.29B +$166M +15% 10.9% 139% 437 18.54% 2.7
Harbor Capital Advisors
1972
Harbor Capital Advisors
Illinois
$1.29B -$1.09B -46% 10.4% 128% 1,509 19.35% 1.1
Teewinot Capital Advisers
1973
Teewinot Capital Advisers
New York
$1.29B +$69.7M +6% 13.6% 149% 41 24.39% 2.8
Nicolet Advisory Services
1974
Nicolet Advisory Services
Wisconsin
$1.29B +$110M +9% 6.82% 62.7% 453 18.76% 2.9
Naples Global Advisors
1975
Naples Global Advisors
Florida
$1.28B +$122M +10% 9% 103% 445 8.09% 5.9