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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)
Dalton Investments
2076
Dalton Investments
Nevada
$336M -$17.5M -5% 9.18% 95.1% 72 38.89% 0.4
Metalmark Management II
2077
Metalmark Management II
New York
$336M -$44.6M -12% 11.8% 81.7% 1 0% 0.3
Grimes & Company
2078
Grimes & Company
Massachusetts
$335M +$39M +13% 9.03% 66.2% 162 13.58% 0.4
Beacon Capital Management Inc (Ohio)
2079
Beacon Capital Management Inc (Ohio)
Ohio
$335M – – 5.06% 46.4% 217 – 0
Red Mountain Capital Partners
2080
Red Mountain Capital Partners
California
$334M +$18.9M +6% 5.56% 37.4% 13 15.38% 0.4
Woodmont Investment Counsel
2081
Woodmont Investment Counsel
Tennessee
$333M +$58.6M +21% 6.91% 66.8% 207 31.4% 0.4
Gagnon Securities
2082
Gagnon Securities
New York
$333M +$12.3M +4% 6.63% 129% 106 18.87% 0.4
PFM
2083
PacWest Financial Management
Arizona
$332M +$216M +187% 11.8% 19.2% 97 12.37% 0.4
Broadmark Asset Management
2084
Broadmark Asset Management
California
$331M +$143M +76% 8.95% 39.6% 3 66.67% 0.3
OMT Capital Management
2085
OMT Capital Management
California
$331M +$28.5M +9% 9.59% – 34 8.82% 0.5
Rehmann Capital Advisory Group
2086
Rehmann Capital Advisory Group
Michigan
$331M +$21.4M +7% 6.78% 64.6% 322 18.01% 0.4
March Altus Capital Management
2087
March Altus Capital Management
Connecticut
$330M – – 22.7% 156% 28 – 0
TD Ameritrade Trust
2088
TD Ameritrade Trust
Colorado
$330M +$25.1M +8% 4.37% 21.7% 46 4.35% 0.5
RRJ Capital II
2089
RRJ Capital II
Cayman Islands
$330M – – 20.3% – 1 – 0
KRC
2090
Kingdom Ridge Capital
New York
$329M +$53.2M +19% 3.79% 51.6% 41 73.17% 0.2
3AM
2091
3D Asset Management
Connecticut
$328M +$20.1M +7% 5.5% 0.82% 40 2.5% 0.5
Planning Alternatives
2092
Planning Alternatives
Michigan
$328M +$113M +52% 7.59% 69.6% 41 43.9% 0.3
BIM
2093
Bridgecreek Investment Management
Oklahoma
$328M -$12.3M -4% 9.52% 48.4% 203 51.23% 0.4
Parthenon LLC
2094
Parthenon LLC
Kentucky
$328M +$25.8M +9% 9.32% 93.3% 93 3.23% 0.5
Deccan Value Investors
2095
Deccan Value Investors
Connecticut
$327M +$324K +0.1% 13.8% 66.5% 8 12.5% 0.5
GCM
2096
Gabalex Capital Management
New York
$327M +$26.9M +9% 6.85% 24.9% 16 18.75% 0.4
AT Bancorp
2097
AT Bancorp
Iowa
$326M +$44.3M +16% 12.9% 21.8% 176 13.64% 0.4
Bank Hapoalim BM
2098
Bank Hapoalim BM
Israel
$326M – – 9.49% 76.6% 135 – 0
TM
2099
Tiger Management
New York
$326M -$327M -50% 16% – 76 86.84% 0.1
Calamos Wealth Management
2100
Calamos Wealth Management
Illinois
$326M +$20.1M +7% 7.51% 102% 230 19.13% 0.4