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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)
CCM
2076
Catapult Capital Management
New York
$393M -$542M -58% 12.3% – 280 76.79% 0.2
LGT Capital Partners
2077
LGT Capital Partners
Switzerland
$392M +$4.94M +1% 2.66% 67.2% 73 30.14% 0.4
Bank Pictet & Cie (Europe)
2078
Bank Pictet & Cie (Europe)
Germany
$392M +$21.4M +6% 2.67% 119% 168 23.81% 0.7
SC
2079
Seawolf Capital
New York
$391M -$40.1M -9% 8.18% 25.7% 69 65.22% 0.5
ACM
2080
Alistair Capital Management
Texas
$391M +$204M +109% 0% – 17 94.12% 1
ICRM
2081
Insight Capital Research & Management
California
$390M +$6.01M +2% 14.9% 287% 164 56.1% 0.5
Dorsey & Whitney Trust
2082
Dorsey & Whitney Trust
South Dakota
$388M +$17.9M +5% 5.53% 86% 288 18.75% 1.2
Hillsdale Investment Management
2083
Hillsdale Investment Management
Ontario, Canada
$388M +$73.3M +23% 5.14% 271% 637 30.3% 0.9
William Harris Investors
2084
William Harris Investors
Illinois
$388M +$53.1M +16% 13% 3.28% 88 11.36% 1.2
KLCM Advisors
2085
KLCM Advisors
Wisconsin
$387M +$9.8M +3% 2.37% 122% 86 22.09% 1.1
Cipher Capital
2086
Cipher Capital
New York
$387M -$3.54M -0.9% 3.43% – 594 69.36% 0.3
Equitec Specialists
2087
Equitec Specialists
Illinois
$387M – – 3.11% 65.4% 111 – 0
Morgan Dempsey Capital Management
2088
Morgan Dempsey Capital Management
Wisconsin
$387M -$39.6M -9% 6.38% 52.1% 181 18.23% 1.3
Grimes & Company
2089
Grimes & Company
Massachusetts
$387M +$4.78M +1% 4.97% 66.2% 179 18.44% 1.1
DW Partners
2090
DW Partners
New York
$387M -$121M -24% 2.05% 44.5% 47 55.32% 0.6
Itau USA Asset Management
2091
Itau USA Asset Management
New York
$386M -$68.8M -15% 7.74% 15.8% 128 57.03% 1
CCM
2092
Cohen Capital Management
California
$386M +$11.1M +3% 3.47% 91.5% 131 3.82% 1.4
AP
2093
Archon Partners
New Jersey
$385M +$21.3M +6% 7.03% 86% 72 30.56% 0.9
Smith Salley Wealth Management
2094
Smith Salley Wealth Management
North Carolina
$385M +$8.43M +2% 4.34% 106% 183 12.57% 1
Jacobus Wealth Management
2095
Jacobus Wealth Management
Wisconsin
$385M +$22.1M +6% 2.03% 17.2% 325 14.46% 1.2
Sagard Capital Partners Management
2096
Sagard Capital Partners Management
New York
$385M +$26.4M +7% 17.6% 37.4% 10 30% 1.1
AA
2097
Ancient Art
Texas
$384M -$7.39M -2% 9.11% 168% 20 20% 0.9
Essex Financial Services
2098
Essex Financial Services
Connecticut
$384M +$49.6M +15% 3.82% 87.7% 336 15.77% 1.1
LCM
2099
Leonard Capital Management
Florida
$384M +$112M +41% 3.43% – 191 39.27% 0.7
JMG Financial Group
2100
JMG Financial Group
Illinois
$383M +$23.4M +7% 0.6% 58.7% 57 5.26% 1.3