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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)
Bowie Capital Management
1976
Bowie Capital Management
Texas
$585M +$218M +59% 5.38% 31.6% 38 23.68% 1.1
Planning Alternatives
1977
Planning Alternatives
Michigan
$585M +$22.8M +4% 4.61% 69.6% 52 7.69% 3.4
PM Capital
1978
PM Capital
Australia
$584M +$33.7M +6% 2.91% 105% 25 12% 3
Arosa Capital Management
1979
Arosa Capital Management
Florida
$584M -$181M -24% 1.89% 536% 91 56.04% 0.5
NM
1980
Newtyn Management
New York
$584M +$49.8M +9% 2.58% 52% 33 48.48% 0.8
Efficient Advisors
1981
Efficient Advisors
Ohio
$584M -$3.86M -0.7% 1.2% 30.6% 53 15.09% 3.9
EA
1982
Echinus Advisors
New York
$583M +$123M +27% 1.69% 91.4% 10 30% 1.3
Nicola Wealth Management
1983
Nicola Wealth Management
British Columbia, Canada
$582M +$67.3M +13% 3.6% 56.1% 107 24.3% 0.4
Harvest Fund Management
1984
Harvest Fund Management
China
$582M -$46.7M -7% 3.52% 327% 495 53.74% 0.5
CPP
1985
Crow Point Partners
Massachusetts
$582M +$45.7M +9% 5.39% 56.9% 170 36.47% 1.1
MCTIC
1986
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$581M +$36.7M +7% 10.3% 38.8% 97 2.06% 3.9
AL
1987
Arnhold LLC
New York
$581M +$12.6M +2% 0.12% 156% 149 14.09% 0.4
Old Mission Capital
1988
Old Mission Capital
Illinois
$580M -$332M -36% 0.67% 55.3% 418 74.64% 0.3
Sensato Investors
1989
Sensato Investors
California
$579M -$70.3M -11% 4.67% 75.8% 132 63.64% 0.5
Pekin Hardy Strauss
1990
Pekin Hardy Strauss
Illinois
$579M +$52.2M +10% 3.72% 102% 208 9.62% 3.1
Harvey Investment Company
1991
Harvey Investment Company
Kentucky
$577M +$35.8M +7% 11.1% 56.4% 85 3.53% 4
Triodos Investment Management
1992
Triodos Investment Management
Netherlands
$577M +$43.7M +8% 10.3% 89.9% 48 4.17% 0.3
Transform Wealth
1993
Transform Wealth
Colorado
$577M +$23.7M +4% 7.37% 48.4% 222 16.22% 1.1
Ninepoint Partners
1994
Ninepoint Partners
Ontario, Canada
$576M -$412M -42% 4.27% 82.6% 95 41.05% 0.6
JMH
1995
J.M. Hartwell
New York
$575M +$22.5M +4% 5.95% 72.2% 89 14.61% 2.9
OIM
1996
Opus Investment Management
Massachusetts
$575M +$23.1M +4% 4.53% 52.8% 94 9.57% 3.5
BTR Capital Management
1997
BTR Capital Management
California
$575M +$55.8M +11% 9.13% 35% 173 17.34% 3.4
Greenwich Wealth Management
1998
Greenwich Wealth Management
Connecticut
$573M +$8.69M +2% 2.02% 198% 198 16.16% 3
Mount Yale Investment Advisors
1999
Mount Yale Investment Advisors
Colorado
$573M +$44.3M +8% 7.46% 81.9% 1,050 19.14% 0.4
MCF Advisors
2000
MCF Advisors
Kentucky
$572M +$52.4M +10% 3.85% 50.2% 518 21.62% 2.7