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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)
Dorsey & Whitney Trust
2101
Dorsey & Whitney Trust
South Dakota
$391M -$4.16M -1% 0.56% 86% 276 11.96% 1.5
Highmount Capital
2102
Highmount Capital
New York
$391M -$21.5M -5% 2.01% – 137 10.22% 1.7
Joel Isaacson & Co
2103
Joel Isaacson & Co
New York
$390M -$6.4M -2% 1.4% 72.5% 823 20.66% 1.2
Hemenway Trust Hemenway Trust
2104
Hemenway Trust Hemenway Trust
New Hampshire
$390M +$7.73M +2% 0.68% 87.2% 226 8.85% 1.4
AT Bancorp
2105
AT Bancorp
Iowa
$389M +$28.3M +8% 1.96% 21.8% 218 15.14% 1.4
Emery Howard Portfolio Management
2106
Emery Howard Portfolio Management
California
$389M +$570K +0.1% 1.28% 66.5% 31 0% 1.7
RP
2107
Ridgegate Proprietary
Australia
$389M -$43.8M -10% 9.84% – 2 0% 0.5
Heathbridge Capital Management
2108
Heathbridge Capital Management
Ontario, Canada
$389M +$7.68M +2% 0.65% 58.7% 26 7.69% 1.7
RCIM
2109
Russell Clark Investment Management
United Kingdom
$389M +$67.1M +21% 1.48% 172% 34 41.18% 0.8
Dynamo Internacional Gestao de Recursos
2110
Dynamo Internacional Gestao de Recursos
Brazil
$388M +$52.8M +16% 12.9% 34.1% 10 20% 1.4
Essex Financial Services
2111
Essex Financial Services
Connecticut
$388M -$865K -0.2% 0.19% 87.7% 352 15.06% 1.5
FIMG
2112
Financial & Investment Management Group
Michigan
$388M -$22.2M -5% 6.22% 18.9% 141 18.44% 1
CCM
2113
Cohen Capital Management
California
$388M -$4.71M -1% 0.85% 91.5% 136 6.62% 1.8
Quantitative Advantage
2114
Quantitative Advantage
Minnesota
$388M -$5.1M -1% 0.6% 45.9% 48 22.92% 0.7
Adell Harriman & Carpenter
2115
Adell Harriman & Carpenter
Texas
$388M +$7.73M +2% 0.24% 176% 149 13.42% 1.5
Regis Management Company
2116
Regis Management Company
California
$388M +$14.2M +4% 0.55% 5.33% 60 13.33% 1.5
Northstar Investment Advisors
2117
Northstar Investment Advisors
Colorado
$387M -$4.87M -1% 1.49% 85.8% 117 17.95% 1.6
HCCM
2118
Herring Creek Capital Management
Connecticut
$387M -$33.2M -8% 1.11% – 37 48.65% 0.6
AP
2119
Archon Partners
New Jersey
$387M -$9.8M -2% 0.37% 86% 65 13.85% 1.4
BC
2120
Bruce & Co
Illinois
$387M -$7.61M -2% 0.34% 94.5% 58 6.9% 1.6
Equitec Specialists
2121
Equitec Specialists
Illinois
$386M +$32.2M +9% 2.21% 65.4% 127 44.88% 0.3
DT Investment Partners
2122
DT Investment Partners
Pennsylvania
$386M +$55.7M +17% 1.06% 58% 124 54.84% 0.8
Foster Dykema Cabot & Co
2123
Foster Dykema Cabot & Co
Massachusetts
$385M -$23.4M -6% 1.16% 34% 91 5.49% 1.7
AL
2124
Agran Libbie
California
$385M -$35M -8% 2.14% 27.5% 138 13.77% 1.8
Arcadia Investment Management
2125
Arcadia Investment Management
Michigan
$385M +$27.7M +8% 0.21% 83.5% 231 55.41% 0.8