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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)
First Niagara Bank
2051
First Niagara Bank
New York
$381M -$64.9M -15% 7.03% 38.1% 242 14.05% 2
Central Securities
2052
Central Securities
New York
$381M -$64.3M -14% 6.83% 90.2% 35 20% 1.6
First Wilshire Securities Management
2053
First Wilshire Securities Management
California
$381M -$63.9M -14% 9.88% 135% 128 12.5% 1.8
Veritas Investment Management
2054
Veritas Investment Management
United Kingdom
$381M +$26.8M +8% 3.12% 69% 78 17.95% 0.9
Kings Point Capital Management
2055
Kings Point Capital Management
New York
$380M -$32.6M -8% 9.47% 80.1% 398 18.84% 1.5
Penn Davis McFarland
2056
Penn Davis McFarland
Texas
$380M -$49.3M -11% 11.7% 86.8% 35 22.86% 1.6
Mather Group
2057
Mather Group
Illinois
$379M -$236K -0.1% 6.42% 54.1% 30 13.33% 1.4
Delphi Financial Group
2058
Delphi Financial Group
Delaware
$379M -$49M -11% 9.2% 66.3% 21 19.05% 1.3
MAM
2059
Mastrapasqua Asset Management
Tennessee
$379M -$34.3M -8% 5.2% 54.9% 160 19.38% 0.7
Burnham Asset Management
2060
Burnham Asset Management
New York
$379M -$53.9M -12% 8.54% 39.5% 233 7.3% 2
Red Mountain Capital Partners
2061
Red Mountain Capital Partners
California
$378M -$88M -19% 11% 37.4% 10 20% 1.7
IMOV
2062
Investment Management of Virginia
Virginia
$378M -$55.8M -13% 10.6% 93.4% 164 16.46% 1.7
Laffer Tengler Investments
2063
Laffer Tengler Investments
Tennessee
$378M -$34.2M -8% 4% 96.5% 236 92.8% 0
Vicus Capital
2064
Vicus Capital
Pennsylvania
$377M -$6.69M -2% 7.44% 59.6% 205 18.54% 1.3
DS
2065
Dalal Street
Texas
$377M -$97.5M -21% 12.5% 92.7% 7 0% 1.3
Jacobs & Co
2066
Jacobs & Co
California
$377M -$23M -6% 6.38% 105% 127 5.51% 1.9
Washington Trust Bank
2067
Washington Trust Bank
Washington
$376M -$33.6M -8% 10.3% 80.5% 842 13.18% 1.3
Shepherd Kaplan Krochuk
2068
Shepherd Kaplan Krochuk
Massachusetts
$376M -$156M -29% 21.2% 38.5% 516 40.5% 1.3
Ativo Capital Management
2069
Ativo Capital Management
Illinois
$376M +$91.9M +32% 5.26% 63.8% 253 23.32% 1
Hikari Tsushin Inc
2070
Hikari Tsushin Inc
Japan
$376M -$83.2M -18% 4.28% 59.5% 37 27.03% 2
13D Management
2071
13D Management
New York
$376M -$68.6M -15% 8.8% 157% 36 38.89% 1.1
CCM
2072
Clovis Capital Management
New York
$375M +$49.4M +15% 16.5% 37.4% 26 61.54% 0.5
Joel Isaacson & Co
2073
Joel Isaacson & Co
New York
$375M -$15.5M -4% 6.34% 72.5% 851 20.21% 1.4
GPCM
2074
Greenbrier Partners Capital Management
Texas
$375M -$30.3M -7% 1.06% 96.1% 17 11.76% 2.1
Coldstream Capital Management
2075
Coldstream Capital Management
Washington
$374M -$8.2M -2% 7.09% 71% 195 27.69% 1.2