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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)
SCM
2326
Somerset Capital Management
United Kingdom
$433M -$23.4M -5% 3.06% 7.5% 20 10% 2.6
PrairieView Partners
2327
PrairieView Partners
Minnesota
$433M +$31.2M +8% 0.28% 34% 83 44.58% 0.9
GWI
2328
Grace & White Inc
New York
$432M -$5.37M -1% 0.25% 59.6% 127 2.36% 4.9
First Interstate Bank
2329
First Interstate Bank
Montana
$432M -$19.1M -4% 1.09% 49.7% 688 19.33% 2.8
Abbrea Capital
2330
Abbrea Capital
California
$432M +$24.1M +6% 1.05% 38% 183 3.28% 2.1
Hudson Valley Investment Advisors
2331
Hudson Valley Investment Advisors
New York
$432M +$38K +0% 1.95% 102% 179 8.38% 4
MRCM
2332
M&R Capital Management
New Jersey
$431M -$11.6M -3% 1.59% 52.6% 532 6.58% 3.5
Duncker Streett & Co
2333
Duncker Streett & Co
Missouri
$430M -$15.5M -3% 2.3% 90.9% 565 56.11% 5.6
Peconic Partners
2334
Peconic Partners
New York
$430M -$78.1M -15% 4.53% 300% 74 45.95% 1.5
Capital One Investing
2335
Capital One Investing
Virginia
$430M +$22.7M +6% 0.26% – 202 19.8% 0.6
Pacific Global Investment Management
2336
Pacific Global Investment Management
California
$428M +$168K +0% 3.04% 48% 215 11.16% 4.6
Financial Architects (New Jersey)
2337
Financial Architects (New Jersey)
New Jersey
$428M -$108M -20% 1.4% 31.3% 1,258 25.52% 2.7
Naples Global Advisors
2338
Naples Global Advisors
Florida
$428M +$17.1M +4% 2.09% 103% 323 8.67% 3.4
ICM
2339
Indaba Capital Management
California
$428M -$89.4M -17% 4.55% 66.7% 24 29.17% 1.1
CMG
2340
Cavalry Management Group
California
$426M -$198M -32% 0.09% 59.6% 30 36.67% 0.5
Dorsey Asset Management
2341
Dorsey Asset Management
Illinois
$426M -$21.3M -5% 4.28% 122% 11 27.27% 1.4
Ramius Advisors
2342
Ramius Advisors
New York
$426M – – 4.94% 187% 47 – 0
Perigon Wealth Management
2343
Perigon Wealth Management
California
$426M -$1.31M -0.3% 0.87% 104% 269 20.07% 2.4
Insight Wealth Strategies
2344
Insight Wealth Strategies
California
$426M +$16.6M +4% 0.5% 83.5% 199 27.64% 0.5
AGF Investments LLC
2345
AGF Investments LLC
Ontario, Canada
$425M -$53.9M -11% 1.67% 28.5% 725 23.45% 1.4
AH
2346
Aviva Holdings
Bahamas
$425M -$53.1M -11% 19.9% 36.5% 6 16.67% 1.6
Archon Capital Management
2347
Archon Capital Management
Washington
$424M -$121M -22% 9.16% 222% 31 16.13% 1
Toews Corporation
2348
Toews Corporation
New Jersey
$424M -$356M -46% 0.77% 22% 13 30.77% 1.3
Zuckerman Investment Group
2349
Zuckerman Investment Group
Illinois
$424M -$28.3M -6% 0.23% 111% 66 1.52% 3.2
M.D. Sass LLC
2350
M.D. Sass LLC
New York
$424M -$8.4M -2% 2.12% 80.1% 57 12.28% 1.6