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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)
Mengis Capital Management
2901
Mengis Capital Management
Oregon
$451M +$39.7M +10% 7.94% 104% 181 13.26% 3.4
CAS
2902
Cascadia Advisory Services
Oregon
$451M – – 4.52% – 225 – 0.8
Peavine Capital
2903
Peavine Capital
Nevada
$451M +$43.4M +11% 2.5% 30.8% 11 0% 3.7
HA
2904
Harbor Advisors
Florida
$451M +$4.49M +1% 2.59% 125% 210 25.24% 2.3
Bain Capital Credit
2905
Bain Capital Credit
Massachusetts
$451M +$97.2M +27% 11.2% 14.4% 19 42.11% 0.9
Bourgeon Capital Management
2906
Bourgeon Capital Management
Connecticut
$451M +$45.7M +11% 7.58% 121% 319 26.02% 1.6
Overbrook Management Corp
2907
Overbrook Management Corp
New York
$450M +$39.7M +10% 7.8% 157% 86 4.65% 3.4
Blue Edge Capital
2908
Blue Edge Capital
Virginia
$450M +$35.5M +9% 6.01% 67.4% 102 10.78% 3.8
Pallas Capital Advisors
2909
Pallas Capital Advisors
Massachusetts
$449M – – 9.47% 71.8% 177 – 0
Advanced Asset Management Advisors
2910
Advanced Asset Management Advisors
Ohio
$449M +$20.5M +5% 6.34% 93.6% 100 4% 1.9
Greenhaven Road Investment Management
2911
Greenhaven Road Investment Management
Connecticut
$448M -$26.6M -6% 20% 70.2% 34 44.12% 0.6
Invenomic Capital Management
2912
Invenomic Capital Management
Massachusetts
$448M +$56.1M +14% 28.2% 6.61% 175 50.86% 0.5
Avestar Capital
2913
Avestar Capital
New York
$448M +$88M +24% 3.15% 112% 345 31.59% 1
Evolution Wealth Advisors
2914
Evolution Wealth Advisors
Florida
$448M +$4.57M +1% 5.44% 96% 678 20.8% 0.8
Crestview Partners III
2915
Crestview Partners III
New York
$448M +$103M +30% 33.2% 51.2% 3 0% 2.9
Institutional Venture Management XVI
2916
Institutional Venture Management XVI
California
$448M +$67.1M +18% 13.2% 523% 3 33.33% 0.8
Probity Advisors
2917
Probity Advisors
Texas
$448M – – 6.98% 61.7% 195 – 3
Column Capital Advisors
2918
Column Capital Advisors
Indiana
$448M +$49.4M +12% 5.37% 20.4% 758 12.27% 1
BSPF
2919
British Steel Pension Fund
United Kingdom
$448M +$58.7M +15% 7.39% 29.7% 25 16% 6
CM
2920
Capital Management
Virginia
$447M +$81M +22% 13.9% 63.6% 80 10% 3.1
Faithward Advisors
2921
Faithward Advisors
Pennsylvania
$447M +$218M +95% 6.65% 119% 260 59.62% 0.5
Cannell Capital
2922
Cannell Capital
Wyoming
$447M +$95.5M +27% 26% 127% 80 41.25% 1.1
Lathrop Investment Management
2923
Lathrop Investment Management
Arkansas
$446M +$41.2M +10% 11.4% 72.2% 73 4.11% 4.6
JGP Wealth Management
2924
JGP Wealth Management
Oregon
$446M +$14.7M +3% 4.27% 87.8% 153 9.15% 1.9
Capital Planning Advisors
2925
Capital Planning Advisors
California
$446M +$39.1M +10% 4.63% 64.2% 136 11.76% 2.7