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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
SR
2626
Swiss Re
Switzerland
$569M +$72.6M +15% 3.47% 8 37.5%
SCM
2627
SIR Capital Management
New York
$569M -$65.6M -10% 29.7% 80% 92 35.87%
PP
2628
PDS Planning
Ohio
$568M +$45.6M +9% 3.34% 48.6% 253 19.76%
AO
2629
Allen Operations
New York
$568M -$152M -21% 15.2% 221% 42 4.76%
BIA
2630
Biondo Investment Advisors
Pennsylvania
$568M -$32.5M -5% 3.9% 89.1% 83 6.02%
ACP
2631
Aveo Capital Partners
Colorado
$567M +$10.1M +2% 1.61% 19.1% 310 20.65%
KHLMTHM
2632
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$565M -$38.4M -6% 6.55% 64.1% 95 16.84%
CSC
2633
Cove Street Capital
California
$565M -$5.41M -0.9% 3.31% 84.2% 94 11.7%
FFS
2634
Founders Financial Securities
Maryland
$564M +$8.35M +2% 3.86% 52.3% 293 22.53%
MAC
2635
Monarch Alternative Capital
New York
$564M -$378M -40% 4.53% 341% 14 28.57%
BL
2636
Bleichroeder LP
New York
$563M -$77.2M -12% 6.3% 197% 124 25.81%
SAM
2637
Sectoral Asset Management
Quebec, Canada
$563M -$101M -15% 7.64% 166% 123 26.02%
PFGIA
2638
Patriot Financial Group Insurance Agency
Massachusetts
$562M -$40.5M -7% 4.04% 87% 2,331 12.91%
KAS
2639
Kemnay Advisory Services
New York
$561M -$151M -21% 9.1% 153% 39 25.64%
RCM
2640
Riverwood Capital Management
California
$561M +$206M +58% 18.1% 46.5% 6 33.33%
LJAC
2641
L.J. Altfest & Co
New York
$561M +$36.4M +7% 1.31% 66.7% 292 29.11%
RMC
2642
Regis Management Company
California
$561M -$48.1M -8% 6.59% 5.33% 65 3.08%
LS
2643
Liquid Strategies
Georgia
$560M +$75.4M +16% 5.17% 46.8% 7 0%
SFP
2644
Shepherd Financial Partners
Massachusetts
$560M -$15.8M -3% 4.5% 62.3% 173 20.81%
SRCM
2645
Sage Rock Capital Management
New York
$560M -$112M -17% 1.05% 13% 365 56.71%
TI
2646
Truxt Investmentos
Brazil
$560M +$187M +50% 3% 14 50%
GLAM
2647
Gardner Lewis Asset Management
Pennsylvania
$559M +$19.1M +4% 1.68% 247% 97 52.58%
MCM
2648
Mattern Capital Management
Colorado
$559M -$12.5M -2% 3.65% 31.5% 124 7.26%
BEAM
2649
Baker Ellis Asset Management
Washington
$559M -$7.77M -1% 2.29% 89.2% 220 10.45%
LF
2650
Lee Financial
Texas
$559M +$26.4M +5% 1.06% 69.7% 1,011 29.77%