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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)
HCP
2676
Holt Capital Partners
Texas
$226M +$4.1M +2% 2.59% 69.5% 224 52.23% 1
OH
2677
Overlook Holdings
British Virgin Islands
$226M -$58.3M -20% 20.8% – 2 50% 2.8
RWA
2678
Ropes Wealth Advisors
Massachusetts
$226M -$1.23M -0.5% 2.68% 71% 561 26.02% 0.7
AC
2679
Asturias Capital
New York
$226M -$8.54M -4% 0.78% 94.2% 13 61.54% 0.1
AFIA
2680
America First Investment Advisors
Nebraska
$226M +$3.13M +1% 6.83% 78.2% 151 27.81% 1.8
YCM
2681
Yiheng Capital Management
California
$226M +$56.5M +33% 1.77% 82% 14 14.29% 0.2
Avior Wealth Management
2682
Avior Wealth Management
Nebraska
$226M +$43.1M +24% 1.67% 71.4% 534 17.6% 1.3
SGH
2683
Sivik Global Healthcare
Connecticut
$226M +$15.4M +7% 4.65% 83.8% 73 38.36% 1.1
BA
2684
Birinyi Associates
Connecticut
$226M +$72.2M +47% 0.36% 113% 83 10.84% 2
CCCPI
2685
Castle Creek Capital Partners IV
California
$226M -$75.4M -25% 14.6% 47.7% 11 9.09% 2.3
AMG
2686
Asset Management Group
Connecticut
$226M +$5.17M +2% 2.54% 57% 103 4.85% 2.2
PAAMCP
2687
Pacific Alternative Asset Management Company (PAAMCO)
California
$225M -$41.3M -15% 3.37% 87.2% 44 56.82% 0.6
MAM
2688
Marquette Asset Management
Minnesota
$225M -$20.3M -8% 0.25% 69.6% 90 11.11% 2.2
MC
2689
Muzinich & Co
New York
$225M +$21.2M +10% 2.58% 9.67% 56 42.86% 0.7
CYG
2690
Clean Yield Group
Vermont
$225M +$22.3M +11% 4.32% 65% 299 58.86% 0.9
RIM
2691
Ranger International Management
Illinois
$225M -$2.69M -1% 5.31% 23.4% 49 20.41% 1.1
NCMW
2692
Northern Capital Management (Wisconsin)
Wisconsin
$224M -$4.33M -2% 0.95% 12.8% 155 14.19% 1.5
PCA
2693
Private Capital Advisors
Connecticut
$224M -$7.34M -3% 1.58% 132% 117 18.8% 2
WI
2694
WrapManager Inc
California
$224M +$16.4M +8% 3.02% 64.6% 183 24.04% 0.4
UAS
2695
United Asset Strategies
New York
$224M -$6.29M -3% 1.39% 94.6% 144 17.36% 1.5
MCM
2696
McRae Capital Management
New Jersey
$224M +$15.7M +8% 3.37% 78.2% 98 25.51% 1.8
DP
2697
DSAM Partners
United Kingdom
$224M -$167M -43% 3.03% 343% 45 91.11% 0.2
PRCP
2698
Pacific Ridge Capital Partners
Oregon
$223M -$92K -0% 0.57% 149% 153 5.88% 1.7
RCP
2699
Rothschild Capital Partners
New York
$223M +$24.7M +12% 1.57% 90.8% 82 69.51% 0.8
TFM
2700
Trimaran Fund Management
New York
$223M +$11.9M +6% 5.62% 82.8% 1 0% 1.3