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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)
White Mountains Advisors
2226
White Mountains Advisors
Connecticut
$335M +$19.4M +6% 6.15% 33.4% 5 0% 0.8
WA
2227
WFG Advisors
Texas
$334M +$14.9M +5% 3.97% 21.3% 1,785 12.83% 1.9
First Business Financial Services
2228
First Business Financial Services
Wisconsin
$334M +$22M +7% 3.9% 74% 86 45.35% 1.3
CCMD
2229
Cypress Capital Management (Delaware)
Delaware
$334M +$18.9M +6% 8.14% 25.6% 75 14.67% 1.5
Bremer Trust National Association
2230
Bremer Trust National Association
Minnesota
$334M +$28.8M +9% 5.13% 31.2% 247 11.34% 1.7
Hengistbury Investment Partners
2231
Hengistbury Investment Partners
United Kingdom
$333M +$115M +53% 6.93% 108% 11 81.82% 0.3
Muhlenkamp & Co
2232
Muhlenkamp & Co
Pennsylvania
$333M -$7.72M -2% 5% 107% 70 22.86% 1.4
MCL
2233
MIK Capital LLC
New York
$332M – – 4.41% – 12 – 0
Mizuho Bank
2234
Mizuho Bank
Japan
$332M -$524M -61% 3.72% 99.8% 12 33.33% 1.4
TI
2235
Tyrian Investments
New York
$332M +$34.3M +12% 0.03% 33.7% 32 53.13% 0.4
First Nebraska Trust
2236
First Nebraska Trust
Nebraska
$332M +$17.6M +6% 6.94% 67.9% 107 14.02% 1.9
DTL
2237
Dynamic Technology Lab
Singapore
$332M +$37.1M +13% 1.97% 30.8% 1,354 79.62% 0.1
Tensile Capital Management
2238
Tensile Capital Management
California
$332M -$2.57M -0.8% 1.18% 47.7% 20 25% 1.2
CCM
2239
Cohen Capital Management
California
$331M -$2.58M -0.8% 4.63% 91.5% 129 7.75% 2.2
CCC
2240
Chelsea Counsel Company
California
$331M -$88.7M -21% 5.06% 106% 167 23.35% 1.7
Dragoneer Investment Group
2241
Dragoneer Investment Group
California
$331M +$76.6M +30% 27.1% 77.3% 17 47.06% 0.4
Phillips Financial Management
2242
Phillips Financial Management
Indiana
$331M -$12.3M -4% 2.19% 45.6% 63 4.76% 2.3
Sheets Smith Wealth Management
2243
Sheets Smith Wealth Management
North Carolina
$331M +$35M +12% 6.09% 83.4% 246 21.95% 1.6
DVM
2244
Dreman Value Management
Florida
$330M -$664M -67% 2.32% 36.6% 512 64.06% 1.4
Twele Capital Management
2245
Twele Capital Management
Minnesota
$330M -$4.97M -1% 0.79% 37.1% 58 15.52% 2.3
VCP
2246
Vernier Capital Partners
New York
$330M – – 4.03% 75.7% 17 – 0
Sagard Capital Partners Management
2247
Sagard Capital Partners Management
New York
$329M +$42.5M +15% 12.9% 37.4% 12 41.67% 1.5
Summit Equities
2248
Summit Equities
New Jersey
$329M +$22.3M +7% 3.66% 40.7% 26 23.08% 1.2
LPC
2249
Lion Point Capital
New York
$328M – – 2.38% 319% 12 – 0
SLCM
2250
Seven Locks Capital Management
New York
$328M +$19.4M +6% 2.43% 50.1% 34 47.06% 0.6