We are live on ! Find out more

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)
Aveo Capital Partners
2651
Aveo Capital Partners
Colorado
$290M +$5.92M +2% 2.6% 19.1% 148 19.59% 0.6
Pelham Capital
2652
Pelham Capital
United Kingdom
$290M +$9.8M +3% 15.1% 135% 2 0% 1
Searchlight Capital Partners
2653
Searchlight Capital Partners
New York
$289M -$76M -21% 18.9% 38.5% 3 0% 0.6
Montecito Bank & Trust
2654
Montecito Bank & Trust
California
$289M +$10.8M +4% 4.46% – 179 7.26% 2.4
Wealth Architects
2655
Wealth Architects
California
$288M +$18.9M +7% 5.11% 80.1% 130 9.23% 2.1
Orgel Wealth Management
2656
Orgel Wealth Management
Wisconsin
$287M +$12.5M +5% 3.76% 39.6% 34 26.47% 0.7
TRIM
2657
Thompson Rubinstein Investment Management
Oregon
$287M +$15M +6% 5.53% 42.8% 79 0% 3.7
Transform Wealth
2658
Transform Wealth
Colorado
$286M +$198M +223% 4.86% 48.4% 215 72.56% 0.3
Hanson & Doremus Investment Management
2659
Hanson & Doremus Investment Management
Vermont
$286M +$15.7M +6% 4.06% 86.3% 517 8.9% 2.9
Canal Insurance Company
2660
Canal Insurance Company
South Carolina
$286M +$13.5M +5% 6.62% 114% 90 21.11% 2.8
Chou Associates Management
2661
Chou Associates Management
Ontario, Canada
$286M -$37.6M -12% 1.26% 66.4% 27 7.41% 3
Maple Rock Capital Partners
2662
Maple Rock Capital Partners
Ontario, Canada
$286M -$38.9M -12% 8.38% 602% 24 54.17% 0.8
Capital Advisors Ltd
2663
Capital Advisors Ltd
Ohio
$285M +$13.2M +5% 3.18% 54.2% 420 9.52% 2.6
Tinicum
2664
Tinicum
New York
$285M -$32.8M -10% 0.44% 21.1% 6 16.67% 1.9
BRCA
2665
Birch Run Capital Advisors
Texas
$284M +$51.9M +22% 21.2% 8.22% 18 16.67% 2.8
Rodgers Brothers
2666
Rodgers Brothers
Pennsylvania
$284M +$13.2M +5% 5.43% 108% 180 13.33% 3
McCutchen Group
2667
McCutchen Group
Washington
$284M +$18.1M +7% 3.99% 2.54% 20 0% 3.3
Veritas Investment Management (UK)
2668
Veritas Investment Management (UK)
United Kingdom
$284M +$23.8M +9% 6.07% 151% 51 5.88% 2.6
OA
2669
Outfitter Advisors
Virginia
$284M +$16.1M +6% 5.6% 35.6% 141 9.93% 3.2
Steinberg Asset Management
2670
Steinberg Asset Management
New York
$284M +$11M +4% 5.37% 130% 46 15.22% 2.2
Financial Planning & Information Services
2671
Financial Planning & Information Services
Wisconsin
$283M +$5.44M +2% 2.95% 13% 37 5.41% 3.3
Whalerock Point Partners
2672
Whalerock Point Partners
Rhode Island
$283M +$10.8M +4% 5.54% 103% 176 9.09% 2.2
OM
2673
Opaleye Management
Massachusetts
$283M +$43.4M +18% 31% 748% 48 41.67% 1
First Reserve GP XII
2674
First Reserve GP XII
Connecticut
$283M +$28.8M +11% 11.6% – 3 0% 2.3
Kestrel Investment Management
2675
Kestrel Investment Management
California
$283M +$12.4M +5% 8.64% 89.2% 52 36.54% 1.1