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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
KJHP
2901
K.J. Harrison & Partners
Ontario, Canada
$187M -$248K -0.1% 3.81% 122% 191 31.41%
RPA
2902
Rock Point Advisors
Vermont
$187M -$593K -0.3% 1.36% 64.6% 83 14.46%
GAM
2903
Gould Asset Management
California
$187M +$1.07M +0.6% 2.87% 37.6% 105 9.52%
HM
2904
Heronetta Management
New York
$186M +$29.5M +19% 21.4% 64.4% 35 8.57%
SS
2905
Simplicity Solutions
Minnesota
$186M +$22.8M +14% 3.22% 37.1% 234 22.65%
WIP
2906
Wellesley Investment Partners
Massachusetts
$185M +$18.5M +11% 1.64% 22.7% 96 8.33%
UIM
2907
Underhill Investment Management
California
$185M -$13.1M -7% 2.85% 59.7% 22 22.73%
BPCM
2908
Beach Point Capital Management
California
$185M -$37.1M -17% 0.6% 110% 15 20%
HP
2909
HT Partners
Connecticut
$185M +$13.1M +8% 1.37% 63.1% 21 4.76%
CFA
2910
Capstone Financial Advisors
Illinois
$185M -$67.5M -27% 1.4% 45.5% 77 15.58%
GAM
2911
Gemmer Asset Management
California
$185M +$13.5M +8% 1.11% 90.5% 1,336 7.86%
KL
2912
KWMG LLC
Kansas
$185M +$15M +9% 2.35% 72.3% 147 10.88%
LBIM
2913
Land & Buildings Investment Management
Connecticut
$185M -$35.6M -16% 0.11% 42.7% 26 69.23%
ISB
2914
Iowa State Bank
Iowa
$185M +$7.56M +4% 3.43% 61% 100 13%
MC
2915
Matisse Capital
Oregon
$185M -$4.89M -3% 3.96% 52.1% 110 26.36%
FP
2916
FDO Partners
Massachusetts
$184M +$30.7M +20% 1.59% 314 64.33%
GA
2917
Giralda Advisors
New York
$184M -$5.9M -3% 2.68% 36.8% 22 13.64%
GGPE
2918
Golden Gate Private Equity
California
$184M -$109M -37% 19.6% 8.72% 17 29.41%
LP
2919
LGL Partners
Pennsylvania
$184M -$10.5M -5% 2.98% 56.3% 106 9.43%
RIM
2920
Regent Investment Management
Kentucky
$184M +$4.11M +2% 1.47% 44% 191 9.42%
YP
2921
YG Partners
New York
$184M +$30.3M +20% 5.6% 29 34.48%
YCM
2922
Yost Capital Management
Texas
$184M +$19.4M +12% 4.41% 125% 16 37.5%
TSS
2923
Two Sigma Securities
New York
$184M +$106M +136% 6.48% 86.8% 619 83.52%
SLCM
2924
Seven Locks Capital Management
New York
$184M -$76.3M -29% 4.94% 49.8% 31 48.39%
CGI
2925
Calixto Global Investors
Florida
$183M +$13.3M +8% 1.44% 180% 14 42.86%