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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)
NGA
2076
New Generation Advisors
Massachusetts
$348M +$3.35M +1% 8.1% 45.1% 50 16% 0.5
OCM
2077
Oskie Capital Management
New York
$348M +$124M +56% 6.05% 69.3% 39 46.15% 0.4
William Harris Investors
2078
William Harris Investors
Illinois
$347M +$9.42M +3% 0.73% 3.28% 94 13.83% 0.6
Denali Advisors
2079
Denali Advisors
California
$347M +$28.3M +9% 4.08% 106% 304 25.99% 0.5
FOAM
2080
Five Oceans Asset Management
Australia
$346M -$15.1M -4% 1.68% – 51 15.69% 0.7
Archon Capital Management
2081
Archon Capital Management
Washington
$346M +$76.6M +28% 5.68% 222% 33 45.45% 0.4
Clarus Ventures
2082
Clarus Ventures
Massachusetts
$346M -$8.26M -2% 9.45% 70.3% 6 16.67% 0.3
Abu Dhabi Investment Council Co
2083
Abu Dhabi Investment Council Co
United Arab Emirates
$345M +$23.8M +7% 7.42% – 4 0% 0.3
BIM
2084
Bridgecreek Investment Management
Oklahoma
$344M +$16.5M +5% 4.25% 48.4% 108 6.48% 0.7
Woodmont Investment Counsel
2085
Woodmont Investment Counsel
Tennessee
$344M +$11.2M +3% 2.01% 66.8% 204 8.82% 0.6
Deccan Value Investors
2086
Deccan Value Investors
Connecticut
$344M +$16.7M +5% 0.09% 66.5% 7 0% 0.7
BC
2087
Balestra Capital
New York
$344M -$1.33B -79% 4.82% – 23 65.22% 0.3
BTR Capital Management
2088
BTR Capital Management
California
$343M -$7.39M -2% 2.85% 35% 148 10.81% 0.7
Weatherstone Capital Management
2089
Weatherstone Capital Management
Colorado
$343M -$102M -23% 1.35% 32% 92 46.74% 0.4
Arcadia Investment Management
2090
Arcadia Investment Management
Michigan
$343M -$79.8M -19% 1.78% 83.5% 117 16.24% 0.7
FIMG
2091
Financial & Investment Management Group
Michigan
$342M +$24M +8% 4.67% 18.9% 130 19.23% 0.5
Coe Capital Management
2092
Coe Capital Management
Illinois
$342M +$56.1M +20% 6.32% 84.4% 290 51.03% 0.3
Johnson Financial Group Inc (Wisconsin)
2093
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$342M -$3.4M -1% 0.45% 58.1% 746 9.92% 0.6
Regal Partners
2094
Regal Partners
Australia
$342M +$29.8M +10% 6.89% 146% 12 16.67% 0.6
Ellington Management Group
2095
Ellington Management Group
Connecticut
$342M +$61.3M +22% 1.89% 16.1% 935 79.36% 0.1
Strategic Financial Services
2096
Strategic Financial Services
New York
$342M +$26.1M +8% 2.5% 58.7% 100 7% 0.7
Planning Alternatives
2097
Planning Alternatives
Michigan
$342M +$13.5M +4% 1% 69.6% 46 19.57% 0.4
1834 Investment Advisors
2098
1834 Investment Advisors
Wisconsin
$341M +$777K +0.2% 1.51% 68.7% 161 7.45% 0.7
Choreo LLC
2099
Choreo LLC
Illinois
$341M – – 2.03% 74.7% 139 – 0
Covalent Partners
2100
Covalent Partners
Massachusetts
$340M +$38.8M +13% 2.63% 36.6% 34 38.24% 0.4