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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)
Rational Advisors
2526
Rational Advisors
New York
$370M +$49.4M +15% 18.5% 37.7% 586 20.82% 1
Verdence Capital Advisors
2527
Verdence Capital Advisors
Maryland
$369M +$12.1M +3% 12.8% 104% 282 20.21% 1
Cat Rock Capital Management
2528
Cat Rock Capital Management
Connecticut
$369M -$54.4M -13% 23.8% 66.7% 9 55.56% 1.2
TCM
2529
Tradition Capital Management
New Jersey
$369M +$48.7M +15% 12.9% 43.5% 203 18.23% 3.3
Private Ocean
2530
Private Ocean
California
$368M +$13.7M +4% 7.11% 2.82% 433 28.18% 1.9
CFMC
2531
Curbstone Financial Management Corp
New Hampshire
$367M +$33.3M +10% 10.1% 69.6% 172 5.81% 3.7
Gemmer Asset Management
2532
Gemmer Asset Management
California
$367M +$43.2M +13% 12.2% 96.8% 1,488 11.42% 3.4
BA
2533
Broadview Advisors
Wisconsin
$367M +$20.1M +6% 17.9% 65.3% 105 32.38% 1.5
Litman Gregory Wealth Management
2534
Litman Gregory Wealth Management
California
$367M +$41.6M +13% 10.7% 55.5% 153 14.38% 1.5
Sentinel Trust
2535
Sentinel Trust
Texas
$367M +$43M +13% 13.3% 79.2% 95 67.37% 3.6
Parkside Investments
2536
Parkside Investments
Illinois
$367M +$136M +59% 11.5% 70.4% 118 20.34% 1.1
SP Asset Management
2537
SP Asset Management
California
$367M +$39M +12% 16.9% 92.4% 77 9.09% 0.7
Archon Capital Management
2538
Archon Capital Management
Washington
$367M +$121M +49% 104% 222% 35 42.86% 0.8
JCM
2539
JD Capital Management
Connecticut
$366M -$293M -44% 0.3% 47.8% 28 71.43% 1.5
RC
2540
Reik & Co
New York
$366M +$33M +10% 10.7% 47.2% 47 2.13% 4.9
LHC
2541
Lodge Hill Capital
New York
$366M +$4.39M +1% 16% 17.9% 34 47.06% 0.6
Invesco Private Capital
2542
Invesco Private Capital
New York
$366M +$127M +53% 8.65% 41.9% 7 57.14% 2.4
First Trust Capital Management
2543
First Trust Capital Management
Illinois
$365M -$27.1M -7% 32.6% 214% 66 60.61% 0.5
NBW Capital
2544
NBW Capital
Massachusetts
$365M +$83.6M +30% 21% 86% 72 1.39% 3.2
New Leaf Venture Partners
2545
New Leaf Venture Partners
New York
$365M +$641K +0.2% 9.06% 3.91% 24 33.33% 0.8
American Assets Inc
2546
American Assets Inc
California
$365M +$38.7M +12% 12% 49.9% 4 0% 3.1
CM
2547
Capital Management
Virginia
$364M +$41.7M +13% 14.1% 63.6% 90 25.56% 2.8
First National Bank & Trust Co of Newtown
2548
First National Bank & Trust Co of Newtown
Pennsylvania
$364M +$28.7M +9% 9.82% 55.7% 121 2.48% 4.8
TM
2549
Tiger Management
New York
$364M -$31M -8% 20.7% – 31 35.48% 3.1
Speece Thorson Capital Group
2550
Speece Thorson Capital Group
Minnesota
$364M +$29.8M +9% 13.8% 34.2% 41 2.44% 4.4