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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)
Adell Harriman & Carpenter
2126
Adell Harriman & Carpenter
Texas
$372M +$31.8M +9% 7% 176% 145 13.1% 1.8
RIT Capital Partners
2127
RIT Capital Partners
United Kingdom
$372M -$56.4M -13% 9.61% 71.4% 13 30.77% 0.6
Alaska Permanent Capital Management
2128
Alaska Permanent Capital Management
Alaska
$372M +$96M +35% 2.78% 42.8% 23 17.39% 1.7
MCF Advisors
2129
MCF Advisors
Kentucky
$372M -$18.5M -5% 3.31% 50.2% 510 18.82% 1.7
HCCM
2130
Herring Creek Capital Management
Connecticut
$372M +$6.52M +2% 2.43% – 33 42.42% 0.8
Oakwood Capital Management
2131
Oakwood Capital Management
California
$371M +$12.7M +4% 4.65% 72.7% 91 24.18% 1.6
HC
2132
HHG & Company
Connecticut
$370M +$40.9M +12% 5.2% 22% 138 10.14% 1.8
Laffer Tengler Investments
2133
Laffer Tengler Investments
Tennessee
$370M -$7.84M -2% 4.12% 96.5% 218 0% 0
RCIM
2134
Russell Clark Investment Management
United Kingdom
$370M -$23.6M -6% 8.39% 174% 33 39.39% 1
AP
2135
Archon Partners
New Jersey
$370M +$31.8M +9% 6.03% 86% 63 22.22% 1.6
Telemus Capital
2136
Telemus Capital
Michigan
$370M -$14M -4% 2.56% 27.9% 150 18.67% 1.5
Stieven Capital Advisors
2137
Stieven Capital Advisors
Missouri
$369M +$22.8M +7% 5.68% 117% 72 11.11% 1.7
TCP
2138
TAMRO Capital Partners
Virginia
$369M -$511M -58% 0.16% – 101 50.5% 1.3
Quantitative Systematic Strategies
2139
Quantitative Systematic Strategies
Florida
$369M +$165M +81% 6.34% 133% 996 77.21% 0.1
Symetra Life Insurance
2140
Symetra Life Insurance
Washington
$369M – – 5.98% – 3 – 0
BC
2141
Bruce & Co
Illinois
$369M -$20.3M -5% 1.05% 94.5% 55 12.73% 2
Catawba Capital Management
2142
Catawba Capital Management
Virginia
$368M +$2.99M +0.8% 5.19% 33.1% 246 8.13% 2
Heathbridge Capital Management
2143
Heathbridge Capital Management
Ontario, Canada
$367M -$121M -25% 0.17% 58.7% 26 3.85% 2.1
Novare Capital Management
2144
Novare Capital Management
North Carolina
$366M +$2.74M +0.8% 4.89% 76.5% 129 13.95% 1.8
Burnham Asset Management
2145
Burnham Asset Management
New York
$366M -$13.1M -3% 4.5% 39.5% 233 9.44% 2.1
DMK
2146
David M. Knott
$365M +$18.1M +5% 7.41% 81% 87 14.94% 1.7
JCIC Asset Management
2147
JCIC Asset Management
Ontario, Canada
$364M -$43.1M -11% 4.83% – 104 14.42% 1.7
MTIP
2148
Magee Thomson Investment Partners
California
$363M +$39M +12% 14.8% 94.3% 119 27.73% 1
BRCA
2149
Birch Run Capital Advisors
Texas
$363M -$3.56M -1% 0.5% 8.22% 20 20% 2
SAM
2150
Sandell Asset Management
New York
$363M -$282M -44% 12.1% 322% 47 68.09% 0.4