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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)
Mantle Ridge LP
1976
Mantle Ridge LP
New York
$1.33B -$1.18B -47% 11% 44.2% 2 50% 4.3
MIM
1977
Marco Investment Management
Georgia
$1.33B -$6.95M -0.5% 2.04% 127% 238 6.72% 7.4
Turtle Creek Wealth Advisors
1978
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 1.17% 112% 514 31.71% 0.7
Titleist Asset Management
1979
Titleist Asset Management
Texas
$1.32B +$84.2M +7% 2.53% 101% 428 19.16% 1.5
Hilton Capital Management
1980
Hilton Capital Management
New York
$1.32B -$4.11M -0.3% 0.11% 58.2% 179 34.64% 2.6
Triodos Investment Management
1981
Triodos Investment Management
Netherlands
$1.32B -$61M -4% 1.93% 89.9% 52 7.69% 3.7
Golden State Equity Partners
1982
Golden State Equity Partners
California
$1.32B +$702M +113% 0.42% – 2,081 76.02% 0.5
MBL Wealth
1983
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 0.43% 52.7% 353 20.68% 1.9
China Universal Asset Management Company
1984
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 1.75% 292% 527 11.2% 2.2
Casdin Capital
1985
Casdin Capital
New York
$1.32B -$289M -18% 6.36% 370% 47 34.04% 2.4
M.D. Sass LLC
1986
M.D. Sass LLC
New York
$1.32B +$50.4M +4% 1.22% 80.1% 41 26.83% 1.9
Levin Capital Strategies
1987
Levin Capital Strategies
New York
$1.32B +$160M +14% 0.71% 91.9% 279 39.78% 3.9
Unison Advisors
1988
Unison Advisors
District of Columbia
$1.32B +$174M +15% 3.37% 57.8% 177 1.13% 3.6
Cumberland Partners
1989
Cumberland Partners
Ontario, Canada
$1.32B -$315M -19% 0.08% 101% 194 30.41% 2.6
IQ EQ Fund Management
1990
IQ EQ Fund Management
Ireland
$1.32B -$132M -9% 4.15% 109% 324 19.14% 3.4
Mill Capital Management
1991
Mill Capital Management
North Carolina
$1.31B -$70.8M -5% 2.65% 119% 133 5.26% 3.4
BloombergSen
1992
BloombergSen
Ontario, Canada
$1.31B -$56.4M -4% 13.7% 46.9% 33 24.24% 3.3
Wilkinson Global Asset Management
1993
Wilkinson Global Asset Management
New York
$1.31B -$151M -10% 0.44% 86.5% 63 4.76% 4
Value Partners Investments
1994
Value Partners Investments
Manitoba, Canada
$1.31B +$6.86M +0.5% 7.54% 50.7% 108 10.19% 2.8
Clarkston Capital Partners
1995
Clarkston Capital Partners
Michigan
$1.31B -$3.01B -70% 8.52% 8.43% 188 53.19% 5.2
QCM
1996
Qsemble Capital Management
New York
$1.31B +$100M +8% 1.23% 39.9% 663 65.01% 0.3
Schaper Benz & Wise Investment Counsel
1997
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.31B -$75.2M -5% 4.29% 94.2% 162 7.41% 6.9
Prelude Capital Management
1998
Prelude Capital Management
New York
$1.31B -$51.4M -4% 6.89% 198% 1,682 55.17% 0.7
Easterly Investment Partners
1999
Easterly Investment Partners
Massachusetts
$1.31B -$322M -20% 1.1% 57.6% 230 36.09% 2.3
First Heartland Consultants
2000
First Heartland Consultants
Missouri
$1.31B -$14.1M -1% 1.27% 59.2% 579 17.62% 3.5