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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)
CFMC
2476
Curbstone Financial Management Corp
New Hampshire
$389M +$8.78M +2% 1.83% 69.6% 181 9.39% 3.9
SP Asset Management
2477
SP Asset Management
California
$389M -$3.37M -0.9% 2.4% 92.4% 79 5.06% 1.1
AC
2478
Apertura Capital
Texas
$389M +$101M +35% 3.58% 41.5% 41 68.29% 0.2
Simcoe Capital Management
2479
Simcoe Capital Management
New York
$389M +$11.8M +3% 5.63% 48.7% 16 43.75% 1.2
Strategic Value Partners
2480
Strategic Value Partners
Connecticut
$389M -$159M -29% 27.4% – 11 36.36% 0.9
Sun Life Financial
2481
Sun Life Financial
Ontario, Canada
$388M -$9.29M -2% 0.8% 65.7% 634 7.26% 2.3
Bain Capital Life Sciences Investors
2482
Bain Capital Life Sciences Investors
Massachusetts
$388M +$192M +97% 1.63% 507% 7 28.57% 1
Bishop Rock Capital
2483
Bishop Rock Capital
New York
$388M +$77.9M +25% 2.49% 35.4% 23 4.35% 2.6
Beryl Capital Management
2484
Beryl Capital Management
California
$388M -$148M -28% 15.3% 3,932% 46 93.48% 0
L.J. Altfest & Co
2485
L.J. Altfest & Co
New York
$388M +$12M +3% 0.29% 95.6% 198 16.16% 2
Tortoise Investment Management
2486
Tortoise Investment Management
New York
$388M -$8.09M -2% 0.47% 40.2% 664 9.34% 3.4
EnerVest
2487
EnerVest
Texas
$387M -$16.7M -4% 4.15% 20.5% 1 0% 0.8
WEC
2488
White Elm Capital
Connecticut
$387M -$19.9M -5% 2.01% 103% 32 18.75% 2.1
City Holding Co
2489
City Holding Co
West Virginia
$387M +$18.1M +5% 3.1% 89.2% 525 8.19% 4
TAM
2490
Tradition Asset Management
Virginia
$386M +$1.39M +0.4% 1.59% – 194 7.73% 0.2
AIP LLC
2491
AIP LLC
New York
$386M -$101M -21% 20.7% 54.9% 1 0% 1.8
Crosslink Capital
2492
Crosslink Capital
California
$386M -$52.9M -12% 1% 135% 29 31.03% 1.9
SCP
2493
Syntal Capital Partners
Texas
$386M -$79.1M -17% 0.28% 102% 298 34.9% 0.9
Pacific Ridge Capital Partners
2494
Pacific Ridge Capital Partners
Oregon
$386M -$4.55M -1% 0.26% 149% 135 10.37% 3.6
NumerixS Investment Technologies
2495
NumerixS Investment Technologies
British Columbia, Canada
$385M +$39.8M +12% 3.9% 24.6% 1,375 53.38% 0.6
VOAM
2496
Vertex One Asset Management
British Columbia, Canada
$385M -$55.7M -13% 1.9% 107% 171 58.48% 0.5
JHL Capital Group
2497
JHL Capital Group
Illinois
$385M +$162M +73% 27.3% – 8 62.5% 0.8
Vision Capital Management
2498
Vision Capital Management
Oregon
$385M +$3.98M +1% 2.05% 78.4% 86 4.65% 3.2
Columbia Asset Management
2499
Columbia Asset Management
Michigan
$384M +$4.32M +1% 1.47% 94.1% 176 11.36% 4
TA
2500
Tamarack Advisers
California
$384M +$54.9M +17% 1.42% 46.5% 34 47.06% 1