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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)
HeadInvest LLC
2476
HeadInvest LLC
Maine
$250M +$3M +1% 2.41% 59.1% 106 5.66% 1.1
FIC Capital
2477
FIC Capital
New York
$250M -$6.65M -3% 0.92% 49.7% 146 11.64% 1.1
Barnett & Company
2478
Barnett & Company
Tennessee
$250M +$11.8M +5% 2.88% 65.9% 204 12.75% 1
Aspiriant Holdings S3
2479
Aspiriant Holdings S3
California
$249M -$2.02M -0.8% 0.21% – 113 4.42% 1.1
Shelter Insurance Profit Sharing
2480
Shelter Insurance Profit Sharing
Missouri
$249M -$8.59M -3% 0.6% – 45 8.89% 1.2
HCM
2481
Hawkeye Capital Management
Florida
$249M -$163M -40% 1.3% – 14 50% 0.5
Narwhal Capital Management
2482
Narwhal Capital Management
Georgia
$249M -$12.4M -5% 0.62% 93.8% 146 13.01% 1
SAM
2483
Southpaw Asset Management
Connecticut
$249M +$89.6M +56% 0% 0.05% 11 0% 0.5
MMCM
2484
Marque Millennium Capital Management
New York
$249M -$2.75M -1% 0.39% – 79 0% 1.2
New England Private Wealth Advisors
2485
New England Private Wealth Advisors
Massachusetts
$248M +$4.47M +2% 1.83% 55.8% 113 17.7% 1
KFS
2486
Kurt F. Somerville
$248M -$8.69M -3% 0.59% 92.9% 107 8.41% 1.1
Columbia Asset Management
2487
Columbia Asset Management
Michigan
$248M +$924K +0.4% 0.77% 94.1% 190 9.47% 0.7
GCM
2488
Grisanti Capital Management
New York
$248M +$10.5M +4% 0.85% 17.9% 68 20.59% 0.8
CG
2489
Clinton Group
New York
$247M +$45.9M +23% 2.04% 10.2% 546 77.11% 0.1
LHC
2490
Levy Harkins & Co
New York
$247M -$38.1M -13% 0.59% 62.9% 20 0% 1.2
USA Mutuals Advisors
2491
USA Mutuals Advisors
Texas
$247M -$13.7M -5% 2.08% 14.1% 57 19.3% 0.9
Capital Wealth Planning
2492
Capital Wealth Planning
Florida
$247M -$23.9M -9% 0.08% 73.9% 173 28.32% 0.5
AAM
2493
AR Asset Management
California
$246M -$2.8M -1% 0.16% 64.9% 108 1.85% 1.2
Security National Trust
2494
Security National Trust
West Virginia
$246M -$10.5M -4% 0.67% 58.3% 563 13.32% 1.1
Broadmark Asset Management
2495
Broadmark Asset Management
California
$246M +$32.3M +15% 1.52% 39.6% 3 66.67% 0.6
TA Associates
2496
TA Associates
Massachusetts
$246M -$43.7M -15% 14.9% – 2 0% 1.3
VE
2497
Vega Energy
New York
$245M -$61.7M -20% 8.22% 12.1% 13 15.38% 0.8
Evanson Asset Management
2498
Evanson Asset Management
California
$245M -$13M -5% 1.11% 66.6% 201 12.44% 0.7
Hills Bank & Trust
2499
Hills Bank & Trust
Iowa
$245M +$5.34M +2% 0.29% 52.8% 83 4.82% 1.1
Shelter Insurance Retirement Plan
2500
Shelter Insurance Retirement Plan
Missouri
$245M -$2M -0.8% 0.23% 60.5% 45 6.67% 1.2