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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)
Family Management
2601
Family Management
New York
$227M -$16M -7% 9.67% 69% 108 20.37% 1.1
Harbourvest Partners
2602
Harbourvest Partners
Massachusetts
$226M +$8.04M +4% 0.47% 8.96% 30 53.33% 0.4
FSI Group
2603
FSI Group
Ohio
$226M -$31.1M -12% 3.74% 44.1% 75 46.67% 0.8
Stonerise Capital Management
2604
Stonerise Capital Management
California
$226M +$9.8M +5% 9.51% 0.77% 12 33.33% 1.1
Steigerwald Gordon & Koch
2605
Steigerwald Gordon & Koch
Virginia
$226M +$6.2M +3% 9.4% 59.5% 57 12.28% 1.7
Capstone Financial Advisors
2606
Capstone Financial Advisors
Illinois
$226M -$30.7M -12% 7.34% 54.5% 106 39.62% 1.2
Herald Investment Management
2607
Herald Investment Management
United Kingdom
$226M – – 11.7% 493% 82 – 1.8
Richmond Hill Investments
2608
Richmond Hill Investments
New York
$225M -$276M -55% 11.5% 55.2% 14 14.29% 1.3
Huntington Steele
2609
Huntington Steele
Pennsylvania
$225M -$11.2M -5% 3.12% 69.8% 57 10.53% 1.9
Argent Trust Company
2610
Argent Trust Company
Louisiana
$225M -$25.5M -10% 8.37% – 147 12.93% 1.7
AAM
2611
AR Asset Management
California
$225M -$19.6M -8% 6.93% 64.9% 124 16.13% 1.9
TRIM
2612
Thompson Rubinstein Investment Management
Oregon
$225M -$26.1M -10% 8.25% 42.8% 74 1.35% 2.1
West Coast Financial
2613
West Coast Financial
California
$224M -$3.96M -2% 6.21% 22.2% 99 12.12% 1.8
Marquette Asset Management
2614
Marquette Asset Management
Minnesota
$224M -$21.9M -9% 8.16% 69.6% 88 4.55% 1.9
NAMP
2615
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223M -$16.1M -7% 6.63% 90.2% 107 7.48% 1.9
Harvest Capital Management
2616
Harvest Capital Management
New Hampshire
$223M $0 0% 8.1% 19.5% 78 0% 1.7
Pivot Point Capital Partners
2617
Pivot Point Capital Partners
California
$223M -$4.01M -2% 11.2% 30.3% 10 40% 1.6
Stonebridge Capital Management
2618
Stonebridge Capital Management
California
$223M -$22.5M -9% 8.5% – 175 13.71% 1.6
C.V. Starr & Co Trust
2619
C.V. Starr & Co Trust
New York
$222M -$45.6M -17% 18.2% 51.7% 30 3.33% 1.9
NTCM
2620
Nine Ten Capital Management
Illinois
$222M -$61M -22% 7.41% 166% 13 15.38% 0.5
GTC
2621
Ghost Tree Capital
New York
$222M -$86.4M -28% 17.3% 265% 109 68.81% 0.3
WM
2622
WCG Management
New York
$222M -$6.47M -3% 8.92% 29.5% 34 47.06% 0.9
First New York Securities
2623
First New York Securities
New York
$222M +$22.5M +11% 4.73% 119% 604 72.68% 0.3
SCC
2624
Second Curve Capital
Pennsylvania
$222M -$60M -21% 14.4% 160% 28 28.57% 1.6
United Fire Group
2625
United Fire Group
Iowa
$222M -$17.9M -7% 5.96% 27.4% 119 9.24% 2