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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)
IMOV
2676
Investment Management of Virginia
Virginia
$569M -$50.9M -8% 1.26% 93.4% 189 8.99% 4.6
Swiss Re
2677
Swiss Re
Switzerland
$569M +$72.6M +15% 3.47% – 8 37.5% 0.8
SCM
2678
SIR Capital Management
New York
$569M -$65.6M -10% 29.7% 71.1% 92 35.87% 0.8
PDS Planning
2679
PDS Planning
Ohio
$568M +$45.6M +9% 3.34% 62.7% 253 19.76% 1.9
AO
2680
Allen Operations
New York
$568M -$152M -21% 15.2% 218% 42 4.76% 2.9
Biondo Investment Advisors
2681
Biondo Investment Advisors
Pennsylvania
$568M -$32.5M -5% 3.9% 83.4% 83 6.02% 4.3
Aveo Capital Partners
2682
Aveo Capital Partners
Colorado
$567M +$10.1M +2% 1.61% 19.1% 310 20.65% 1.2
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2683
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$565M -$38.4M -6% 6.55% 80.8% 95 16.84% 2
Cove Street Capital
2684
Cove Street Capital
California
$565M -$5.41M -0.9% 3.31% 84.2% 94 11.7% 2.7
Founders Financial Securities
2685
Founders Financial Securities
Maryland
$564M +$8.35M +2% 3.86% 71% 293 22.53% 1.6
Monarch Alternative Capital
2686
Monarch Alternative Capital
New York
$564M -$378M -40% 4.53% 497% 14 28.57% 0.7
Bleichroeder LP
2687
Bleichroeder LP
New York
$563M -$77.2M -12% 6.3% 202% 124 25.81% 1.1
Sectoral Asset Management
2688
Sectoral Asset Management
Quebec, Canada
$563M -$101M -15% 7.64% 168% 123 26.02% 1.5
Patriot Financial Group Insurance Agency
2689
Patriot Financial Group Insurance Agency
Massachusetts
$562M -$40.5M -7% 4.04% 97.3% 2,331 12.91% 2.4
KAS
2690
Kemnay Advisory Services
New York
$561M -$151M -21% 9.1% 167% 39 25.64% 3
Riverwood Capital Management
2691
Riverwood Capital Management
California
$561M +$206M +58% 18.1% 46.5% 6 33.33% 0.2
L.J. Altfest & Co
2692
L.J. Altfest & Co
New York
$561M +$36.4M +7% 1.31% 95.6% 292 29.11% 2.7
Regis Management Company
2693
Regis Management Company
California
$561M -$48.1M -8% 6.59% 5.33% 65 3.08% 4.9
Liquid Strategies
2694
Liquid Strategies
Georgia
$560M +$75.4M +16% 5.17% 46.8% 7 0% 2.1
Shepherd Financial Partners
2695
Shepherd Financial Partners
Massachusetts
$560M -$15.8M -3% 4.5% 78% 173 20.81% 2.6
Sage Rock Capital Management
2696
Sage Rock Capital Management
New York
$560M -$112M -17% 1.05% 13% 365 56.71% 0.4
Truxt Investmentos
2697
Truxt Investmentos
Brazil
$560M +$187M +50% 3% – 14 50% 0.4
Gardner Lewis Asset Management
2698
Gardner Lewis Asset Management
Pennsylvania
$559M +$19.1M +4% 1.68% 240% 97 52.58% 2
Mattern Capital Management
2699
Mattern Capital Management
Colorado
$559M -$12.5M -2% 3.65% 31.5% 124 7.26% 1.9
Baker Ellis Asset Management
2700
Baker Ellis Asset Management
Washington
$559M -$7.77M -1% 2.29% 91.9% 220 10.45% 4.6