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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)
L. Roy Papp & Associates
2051
L. Roy Papp & Associates
Arizona
$529M +$6.33M +1% 4.76% 80.1% 164 9.15% 3.2
John G. Ullman & Associates
2052
John G. Ullman & Associates
New York
$529M +$11.6M +2% 1.4% 156% 121 11.57% 3.1
S&T Bank
2053
S&T Bank
Pennsylvania
$529M -$32.9M -6% 5.31% 193% 93 10.75% 3.3
Mount Yale Investment Advisors
2054
Mount Yale Investment Advisors
Colorado
$528M +$61.9M +13% 2.75% 81.9% 1,047 19.39% 0.2
One Capital Management
2055
One Capital Management
California
$528M +$18.7M +4% 1.29% 50.5% 172 14.53% 2.7
Estate Counselors
2056
Estate Counselors
Wisconsin
$528M -$11.1M -2% 1.61% 60% 76 22.37% 2.2
Overbrook Management Corp
2057
Overbrook Management Corp
New York
$528M +$43.4M +9% 3.38% 157% 79 13.92% 3
KPCB DGF Associates
2058
KPCB DGF Associates
California
$527M +$346M +192% 17.2% – 5 40% 1.5
Pekin Hardy Strauss
2059
Pekin Hardy Strauss
Illinois
$526M -$23.6M -4% 0.44% 102% 206 14.08% 3
Marble Harbor Investment Counsel
2060
Marble Harbor Investment Counsel
Massachusetts
$525M +$19.8M +4% 2.51% 66.7% 155 3.87% 3.6
Monashee Investment Management
2061
Monashee Investment Management
Massachusetts
$525M +$163M +45% 12.4% 520% 251 55.78% 0
CCMD
2062
Cypress Capital Management (Delaware)
Delaware
$525M +$7.17M +1% 1.65% 25.6% 162 19.75% 1.9
Basso Capital Management
2063
Basso Capital Management
Connecticut
$525M -$15.8M -3% 0.78% 85.5% 217 29.03% 0.5
CCM Investment Advisers
2064
CCM Investment Advisers
South Carolina
$525M +$11.7M +2% 4.07% 170% 90 18.89% 2.6
OFM
2065
Okumus Fund Management
Cayman Islands
$525M +$72.4M +16% 0.41% 8.26% 7 42.86% 1.2
American Assets Capital Advisers
2066
American Assets Capital Advisers
California
$524M +$36.8M +8% 9.19% 73.5% 31 16.13% 2.2
Stewart & Patten Company
2067
Stewart & Patten Company
California
$524M +$6.54M +1% 2.09% 27.5% 96 4.17% 4
Flagship Pioneering
2068
Flagship Pioneering
Massachusetts
$522M +$177M +51% 15.8% 13.3% 5 20% 0.9
First Fiduciary Investment Counsel
2069
First Fiduciary Investment Counsel
Ohio
$521M +$18.1M +4% 1.77% 48.1% 49 4.08% 2.8
Mandatum Life Insurance Company
2070
Mandatum Life Insurance Company
Finland
$521M -$16.8M -3% 1.43% 95.9% 169 18.93% 1.9
Brouwer & Janachowski
2071
Brouwer & Janachowski
California
$521M +$15.7M +3% 0.91% 41.8% 58 24.14% 2.6
Canandaigua National Bank & Trust
2072
Canandaigua National Bank & Trust
New York
$521M -$262M -33% 2.85% – 406 23.4% 2.3
Gallagher Fiduciary Advisors
2073
Gallagher Fiduciary Advisors
Illinois
$520M +$42.6M +9% 3.85% 25.1% 9 22.22% 1.8
Atika Capital Management
2074
Atika Capital Management
New York
$520M +$228M +78% 29.3% 811% 109 55.96% 0.6
Viking Fund Management
2075
Viking Fund Management
North Dakota
$520M -$7.45M -1% 8.28% 105% 133 13.53% 1.6