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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)
HMI Capital Management
2651
HMI Capital Management
California
$214M +$20.8M +11% 2.58% 5.95% 10 20% 1
CCCPI
2652
Castle Creek Capital Partners IV
California
$214M -$6.28M -3% 2.95% 47.7% 11 0% 1.1
BFIC
2653
Bedell Frazier Investment Counselling
California
$214M +$16.5M +8% 1.07% 72.5% 58 27.59% 0.7
BA
2654
Bard Associates
Illinois
$214M -$39.1M -15% 3.8% 241% 206 33.01% 1
LSC
2655
Lyon Street Capital
California
$213M -$13.5M -6% 6.34% – 57 19.3% 0.8
Atlantic Union Bankshares
2656
Atlantic Union Bankshares
Virginia
$213M -$1.1M -0.5% 0.4% 78.9% 133 8.27% 0.4
Univest Financial
2657
Univest Financial
Pennsylvania
$213M +$810K +0.4% 0.41% 82.6% 83 6.02% 1.1
TFF
2658
Timothy F. Fidgeon
$213M -$5.36M -2% 0.13% – 130 8.46% 1.1
FAM
2659
Fortaleza Asset Management
Illinois
$213M -$3.88M -2% 1.77% 121% 259 27.8% 0.7
APV
2660
AV Partners VIII
Texas
$212M +$135K +0.1% 2.93% – 3 0% 0.8
MWP
2661
Moller Wealth Partners
$212M -$7.9M -4% 3.37% 44.1% 49 4.08% 1.1
Alpha Cubed Investments
2662
Alpha Cubed Investments
California
$212M -$12.4M -6% 1.39% 126% 194 39.18% 0.5
IMA Advisory Services
2663
IMA Advisory Services
Colorado
$212M -$6.7M -3% 0.38% 74.5% 175 14.86% 1
AAM
2664
American Asset Management
Florida
$212M -$2.22M -1% 1.24% 42.5% 125 92% 0.1
AIM
2665
Act II Management
New York
$212M -$14.5M -6% 0.76% 43.6% 29 34.48% 0.7
BHA
2666
Beech Hill Advisors
New York
$211M -$15.6M -7% 0.35% 105% 155 30.97% 0.8
WCMN
2667
Westchester Capital Management (Nebraska)
Nebraska
$211M -$1.1M -0.5% 0.61% 107% 58 36.21% 1
WAM
2668
Water Asset Management
New York
$211M -$6.25M -3% 2.24% 48.9% 25 24% 0.8
Waldron Private Wealth
2669
Waldron Private Wealth
Pennsylvania
$210M -$6.01M -3% 0.93% 68.7% 133 18.8% 0.6
Algebris Investments (UK)
2670
Algebris Investments (UK)
United Kingdom
$210M +$23M +12% 2.69% 15.3% 83 36.14% 0.5
RCP
2671
RPM Capital Partners
New York
$210M -$132M -39% 0.09% – 1 0% 1.3
Cardinal Capital Management Inc (North Carolina)
2672
Cardinal Capital Management Inc (North Carolina)
North Carolina
$210M +$8.58M +4% 0.34% 77.6% 106 6.6% 1.1
GIM
2673
Groesbeck Investment Management
New Jersey
$210M -$19.6M -9% 0.43% 147% 91 8.79% 0.9
HRIA
2674
Haberer Registered Investment Advisor
Ohio
$210M -$15.2M -7% 0.63% – 457 7.88% 1.1
BJ
2675
Brouwer & Janachowski
California
$210M +$633K +0.3% 1.06% 41.8% 54 20.37% 0.6