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Latest Q4/2015 Holdings: First Manhattan Co

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Fund Summary Info

  • Founder of Investment Manager First Manhattan Co. Offering Mutual Funds and SMAs
  • Ranked 304th Richest in The US by Forbes
  • Belongs to Billionaire Fund Group.
  • $16.9 Billion in 13-F Assets, Up from $15.8 Billion in June 2014 Qtr., And Down from $17.4 Billion in Prior March 2015 Qtr.
  • Returned 6.5% in FY 2014, Higher than the 3.5% Return for the small-cap Russell 2000 in FY 2014 But Lower than the 7.5% Return for the Dow Jones
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