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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)
FIC Capital
2551
FIC Capital
New York
$258M +$8.31M +3% 7.41% 49.7% 139 12.23% 1.3
Herald Investment Management
2552
Herald Investment Management
United Kingdom
$258M +$7.97M +3% 12.5% 493% 92 8.7% 1.3
Endicott Management
2553
Endicott Management
New York
$258M +$6M +2% 13.8% 229% 14 21.43% 1.2
Baldwin Investment Management
2554
Baldwin Investment Management
Pennsylvania
$258M +$14.8M +6% 7.58% 74.8% 139 7.91% 1.4
SOL Capital Management
2555
SOL Capital Management
Maryland
$258M +$16.4M +7% 3.62% 56.6% 196 12.24% 1.3
Modera Wealth Management
2556
Modera Wealth Management
New Jersey
$258M +$21.4M +9% 1.23% 68.2% 93 13.98% 0.9
Muzinich & Co
2557
Muzinich & Co
New York
$258M – – 5.19% 13.5% 35 – 0
ARGA Investment Management
2558
ARGA Investment Management
Connecticut
$257M -$63.1M -20% 22.6% 78.1% 39 17.95% 0.9
SCA
2559
Strategic Capital Alternatives
United States
$257M -$25.9M -9% 5.47% – 419 78.28% 0.2
Garcia Hamilton & Associates
2560
Garcia Hamilton & Associates
Texas
$257M -$87.7M -25% 5.7% 39.1% 66 4.55% 1.1
Sageview Capital
2561
Sageview Capital
Connecticut
$257M -$8.35M -3% 5.17% 335% 4 0% 1.5
IIA
2562
IPG Investment Advisors
California
$256M -$21.2M -8% 2.3% 106% 138 33.33% 0.5
Tiger Veda Management
2563
Tiger Veda Management
New York
$256M -$4.15M -2% 7.59% – 17 35.29% 0.9
Bright Rock Capital Management
2564
Bright Rock Capital Management
Massachusetts
$256M +$21.7M +9% 4.76% 53.1% 92 8.7% 1
Alpha Cubed Investments
2565
Alpha Cubed Investments
California
$256M +$43.8M +21% 5.64% 126% 169 33.14% 0.7
DCM
2566
Dinsmore Capital Management
New Jersey
$256M +$1.39M +0.5% 0.93% – 150 6% 0.9
Shelter Insurance Retirement Plan
2567
Shelter Insurance Retirement Plan
Missouri
$256M +$10.7M +4% 5.72% 60.5% 43 0% 1.5
Newport Asia
2568
Newport Asia
California
$255M -$44.1M -15% 7.45% – 7 28.57% 0.9
Alexandria Capital
2569
Alexandria Capital
Virginia
$255M +$26.5M +12% 1.51% 66.8% 625 12.48% 1.2
IFS
2570
Ifrah Financial Services
Arkansas
$255M -$3.86M -1% 3.59% 64.1% 209 7.18% 1.1
New England Investment & Retirement Group
2571
New England Investment & Retirement Group
Massachusetts
$255M +$32.4M +15% 4.99% 72.5% 69 28.99% 0.8
ECM
2572
Endurant Capital Management
California
$255M – – 11.2% 18.4% 87 – 0
FIM
2573
Friedberg Investment Management
Texas
$255M -$5.07M -2% 3.5% 44.8% 117 25.64% 1
Timpani Capital Management
2574
Timpani Capital Management
Wisconsin
$255M +$35.8M +16% 23.5% 383% 110 47.27% 0.6
Hills Bank & Trust
2575
Hills Bank & Trust
Iowa
$254M +$9.43M +4% 4.22% 52.8% 89 7.87% 1.3