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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)
Zuckerman Investment Group
2101
Zuckerman Investment Group
Illinois
$374M +$1.22M +0.3% 0.9% 111% 57 24.56% 1.4
FPCM
2102
Financial Partners Capital Management
New York
$374M -$29.4M -7% 1.23% 34.2% 106 8.49% 2.1
Phillips Financial Management
2103
Phillips Financial Management
Indiana
$374M +$13.1M +4% 2.25% 45.6% 63 3.17% 2.6
RIA
2104
RPG Investment Advisory
California
$373M +$115M +44% 2.84% 186% 122 23.77% 0.4
IFLIT
2105
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$373M -$8.94M -2% 1.69% 45.7% 19 5.26% 1.6
Bienville Capital Management
2106
Bienville Capital Management
New York
$373M +$68.1M +22% 9.38% 36.3% 127 42.52% 0.6
Novare Capital Management
2107
Novare Capital Management
North Carolina
$371M +$14.9M +4% 5.43% 76.5% 118 16.1% 2.1
JBFJ
2108
James B. Fleming Jr
$370M -$82.6M -18% 15.2% – 1 0% 1.5
Rivulet Capital
2109
Rivulet Capital
New Jersey
$370M +$47.5M +15% 1.97% 27.4% 12 16.67% 0.9
Kerrisdale Advisers
2110
Kerrisdale Advisers
Florida
$370M -$216M -37% 3.09% 78.8% 51 58.82% 0.5
DTL
2111
Dynamic Technology Lab
Singapore
$370M -$1.3M -0.4% 0.45% 30.8% 1,408 79.26% 0.2
Tekne Capital Management
2112
Tekne Capital Management
New York
$369M +$47.8M +15% 1.97% 516% 19 47.37% 0.6
Annex Advisory Services
2113
Annex Advisory Services
Wisconsin
$369M +$16.7M +5% 1.84% 85.8% 124 15.32% 1.9
LCM
2114
Lonestar Capital Management
California
$369M +$142M +63% 3.33% 260% 18 44.44% 0.6
DT Investment Partners
2115
DT Investment Partners
Pennsylvania
$368M +$15.2M +4% 2.56% 58% 72 11.11% 1.8
HPBT
2116
High Point Bank & Trust
North Carolina
$368M -$17M -4% 1.89% 16.5% 435 5.75% 2.3
Red Mountain Capital Partners
2117
Red Mountain Capital Partners
California
$367M -$59.4M -14% 7.52% 37.4% 8 0% 2.5
JC
2118
Joho Capital
New York
$367M -$30.8M -8% 10.6% 80.2% 12 25% 0.8
AP
2119
Archon Partners
New Jersey
$367M +$4.06M +1% 2.39% 86% 55 10.91% 2
Vivo Capital
2120
Vivo Capital
California
$366M -$32.5M -8% 3.73% 7,491% 26 19.23% 0.2
Brouwer & Janachowski
2121
Brouwer & Janachowski
California
$366M +$72.8M +25% 2.87% 41.8% 50 18% 1.7
Capula Management
2122
Capula Management
Cayman Islands
$366M +$214M +141% 0.62% 90.7% 10 90% 0.1
Accident Compensation Corp
2123
Accident Compensation Corp
New Zealand
$365M +$4.07M +1% 3.1% 24.6% 122 19.67% 0.4
Globeflex Capital
2124
Globeflex Capital
California
$365M -$8.48M -2% 7.57% 186% 592 42.23% 0.9
Guinness Asset Management
2125
Guinness Asset Management
United Kingdom
$365M +$35.9M +11% 7.77% 73.9% 85 4.71% 2.1