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
AL
1951
Agran Libbie
California
$400M +$9.87M +3% 126
FIG
1952
FundX Investment Group
California
$400M -$1.44M -0.4% 40
SRFM
1953
Shannon River Fund Management
New York
$400M +$7.32M +2% 39
MC
1954
MSD Capital
New York
$400M -$137M -26% 8
FRGX
1955
First Reserve GP XI
Connecticut
$400M +$102M +34% 2
AIM
1956
Alambic Investment Management
California
$399M +$89.7M +29% 639
CCA
1957
Checchi Capital Advisers
California
$399M +$24.5M +7% 1,706
PGH
1958
Partners Group Holding
Switzerland
$399M -$71.1M -15% 42
WHI
1959
William Harris Investors
Illinois
$399M -$307K -0.1% 102
PL
1960
Parthenon LLC
Kentucky
$399M +$9.13M +2% 110
CCM
1961
Crestwood Capital Management
New York
$398M -$108M -21% 36
DAM
1962
Deltec Asset Management
New York
$398M -$431K -0.1% 165
OMCS
1963
Old Mutual Customised Solutions
South Africa
$397M +$11.2M +3% 740
CW
1964
Cobiz Wealth
Colorado
$397M -$10.5M -3% 147
EWM
1965
Essex Woodlands Management
Texas
$397M +$14.8M +4% 10
HAM
1966
Hillcrest Asset Management
Texas
$397M -$1.67M -0.4% 53
CPM
1967
Crescent Park Management
California
$396M -$47.5M -11% 19
SIA
1968
SeaBridge Investment Advisors
New Jersey
$396M -$15.4M -4% 280
NG
1969
NatWest Group
United Kingdom
$395M -$52.1M -12% 133
DIG
1970
Dragoneer Investment Group
California
$395M +$77.1M +24% 19
JAFL
1971
Jay A. Fishman Ltd
Michigan
$395M +$10.2M +3% 91
NC
1972
Nokomis Capital
Texas
$393M -$28.9M -7% 46
ASA
1973
Armstrong Shaw Associates
Connecticut
$392M +$5.42M +1% 41
JMH
1974
J.M. Hartwell
New York
$392M -$22M -5% 89
IMOV
1975
Investment Management of Virginia
Virginia
$391M +$10.2M +3% 151