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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)
Bleichroeder LP
2551
Bleichroeder LP
New York
$616M -$47.1M -7% 6.55% 202% 110 28.18% 0.9
Center Lake Capital Management
2552
Center Lake Capital Management
Florida
$615M -$80.5M -12% 8.31% 98.3% 23 47.83% 0.8
CF
2553
Clarity Financial
Texas
$615M +$94.4M +18% 0.15% 56.8% 127 39.37% 0.5
Rodgers & Associates
2554
Rodgers & Associates
Pennsylvania
$615M -$7.05M -1% 1.25% 56.3% 93 4.3% 0.7
Formation8
2555
Formation8
California
$614M -$378M -38% 41.2% – 4 50% 0.3
Canandaigua National Corp
2556
Canandaigua National Corp
New York
$614M -$2.17M -0.4% 0.53% – 280 7.86% 1.1
Vicus Capital
2557
Vicus Capital
Pennsylvania
$614M +$80K +0% 1.24% 59.6% 161 19.88% 3.3
Koss-Olinger Consulting
2558
Koss-Olinger Consulting
Florida
$614M -$60.1M -9% 1.34% 57.9% 282 32.27% 0.4
NEWAS
2559
N.E.W. Advisory Services
Wisconsin
$614M +$16.3M +3% 1.07% 51.1% 137 7.3% 1.2
No Street GP LP
2560
No Street GP LP
California
$613M -$23.6M -4% 4.71% 246% 39 23.08% 0.8
Vision Capital Management
2561
Vision Capital Management
Oregon
$613M +$7.47M +1% 0.77% 78.4% 110 8.18% 4
Nadler Financial Group
2562
Nadler Financial Group
Illinois
$613M +$2.09M +0.3% 0.23% 81.8% 135 11.11% 4.1
Focused Wealth Management
2563
Focused Wealth Management
New York
$613M +$6.77M +1% 0.3% 80.9% 1,158 22.45% 3.2
Longfellow Investment Management
2564
Longfellow Investment Management
Massachusetts
$612M -$92.4M -13% 4.52% 45.9% 468 12.82% 0.7
TCOT
2565
Trust Company of Toledo
Ohio
$612M +$18.9M +3% 0.59% 109% 193 3.63% 5.9
Stewart & Patten Company
2566
Stewart & Patten Company
California
$612M -$16.9M -3% 1.3% 27.5% 93 3.23% 5.6
Steigerwald Gordon & Koch
2567
Steigerwald Gordon & Koch
Virginia
$612M +$7.21M +1% 0.09% 59.5% 116 3.45% 4
Alpha Omega Wealth Management
2568
Alpha Omega Wealth Management
Virginia
$612M +$2.32M +0.4% 1.38% 65.9% 234 9.4% 3.6
Buckingham Capital Management (Ohio)
2569
Buckingham Capital Management (Ohio)
Ohio
$611M -$7.23M -1% 1.07% 26.3% 127 6.3% 4.8
Southeast Asset Advisors
2570
Southeast Asset Advisors
Georgia
$609M -$1.09M -0.2% 0.44% 91.5% 148 6.76% 3.2
Veritas Investment Management (UK)
2571
Veritas Investment Management (UK)
United Kingdom
$609M +$2.28M +0.4% 2.5% 151% 45 8.89% 3.8
CBT
2572
Central Bank & Trust
Kentucky
$608M -$10.9M -2% 0.1% 118% 307 7.49% 4.9
Herald Investment Management
2573
Herald Investment Management
United Kingdom
$608M -$5.63M -0.9% 2.04% 493% 106 9.43% 3.9
Stillwater Capital Advisors
2574
Stillwater Capital Advisors
Pennsylvania
$607M +$2.48M +0.4% 0.83% 121% 73 6.85% 4.4
Cannell Capital
2575
Cannell Capital
Wyoming
$607M -$16.5M -3% 6.51% 127% 85 37.65% 1.3