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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)
Freshford Capital Management
1976
Freshford Capital Management
New York
$594M +$72.5M +14% 8.09% 97.3% 21 23.81% 1.1
DTL
1977
Dynamic Technology Lab
Singapore
$594M -$16M -3% 1.57% 30.8% 1,468 74.39% 0.2
Asset Advisors Investment Management
1978
Asset Advisors Investment Management
Georgia
$594M +$31.8M +6% 4.47% 67.5% 97 5.15% 0.7
Baltimore-Washington Financial Advisors
1979
Baltimore-Washington Financial Advisors
Maryland
$594M +$22.4M +4% 4.72% 80.6% 109 9.17% 2.6
Harvey Investment Company
1980
Harvey Investment Company
Kentucky
$594M +$11.5M +2% 3.82% 56.4% 88 10.23% 4.4
Fund Evaluation Group
1981
Fund Evaluation Group
Ohio
$593M +$65.6M +12% 3.04% 51.6% 21 9.52% 2.3
Summit Financial
1982
Summit Financial
New Jersey
$593M +$9.9M +2% 2.54% 81.8% 52 17.31% 0.5
Arden Trust
1983
Arden Trust
Delaware
$592M -$29.1M -5% 3.74% 22.5% 390 15.9% 3.5
Raging Capital Management
1984
Raging Capital Management
New Jersey
$592M -$97.7M -14% 3.79% 6.41% 53 39.62% 1.1
Woodford Investment Management
1985
Woodford Investment Management
United Kingdom
$591M -$648M -52% 14.4% 27.1% 8 37.5% 2.4
Mount Lucas Management
1986
Mount Lucas Management
Pennsylvania
$591M -$13.4M -2% 1.73% 109% 98 20.41% 0.8
Tygh Capital Management
1987
Tygh Capital Management
Oregon
$589M +$19.8M +3% 9.37% 251% 89 21.35% 1.2
One Capital Management
1988
One Capital Management
California
$588M +$25.4M +5% 2.39% 50.5% 178 5.62% 3.3
PAM
1989
Private Asset Management
California
$587M +$25.6M +5% 5.77% 38.2% 140 8.57% 3.9
HLC
1990
Hunt Lane Capital
New York
$587M -$148M -20% 6.4% 3.59% 29 51.72% 0.7
TRUE Private Wealth Advisors
1991
TRUE Private Wealth Advisors
Oregon
$587M +$62.3M +12% 2.9% 89.2% 823 75.21% 0.5
Baskin Financial Services
1992
Baskin Financial Services
Ontario, Canada
$587M +$48M +9% 6.49% 69.1% 47 19.15% 3.3
Beacon Financial Group
1993
Beacon Financial Group
Texas
$586M -$24.7M -4% 2.31% 66.6% 189 12.7% 3.2
Kelly Lawrence W & Associates
1994
Kelly Lawrence W & Associates
California
$586M +$32.3M +6% 7.52% 123% 135 5.93% 3.7
Kopernik Global Investors
1995
Kopernik Global Investors
Florida
$586M +$13.2M +2% 7.11% 128% 30 13.33% 2.7
Glynn Capital Management
1996
Glynn Capital Management
California
$586M +$44.7M +8% 10.6% 252% 50 28% 3.5
Ritholtz Wealth Management
1997
Ritholtz Wealth Management
New York
$586M +$39.6M +7% 2.41% 93% 148 16.89% 1.3
Ellington Management Group
1998
Ellington Management Group
Connecticut
$585M +$36.8M +7% 1.37% 16.1% 897 76.59% 0.2
WCM
1999
Woodson Capital Management
Connecticut
$585M +$103M +21% 0.57% 235% 32 43.75% 1.1
Vestmark Advisory Solutions
2000
Vestmark Advisory Solutions
Massachusetts
$584M +$23.6M +4% 4.56% 74.8% 581 16.35% 0.2