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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)
Kayak Investment Partners
3076
Kayak Investment Partners
California
$203M +$26.3M +15% 30% 27% 24 37.5% 0.2
CBTWT
3077
Community Bank & Trust (Waco, Texas)
Texas
$203M +$11.1M +6% 5.83% 124% 119 0% 1.1
ACM
3078
Ariose Capital Management
Hong Kong
$203M -$104M -34% 37.9% 1,745% 14 71.43% 0.4
Enterprise Financial Services Corp (EFSC)
3079
Enterprise Financial Services Corp (EFSC)
Missouri
$203M +$4.04M +2% 3.89% 100% 1,140 8.86% 2.7
BC
3080
Blackstart Capital
New York
$203M +$42.9M +27% 5.6% 9% 35 60% 0.1
Confluence Wealth Management
3081
Confluence Wealth Management
Oregon
$203M +$2.99M +1% 4.57% 31.9% 137 8.76% 1.9
Capital Planning Advisors
3082
Capital Planning Advisors
California
$203M +$15.2M +8% 6.94% 64.2% 134 27.61% 1.4
IHM
3083
Iguana Healthcare Management
New York
$202M +$34.9M +21% 26.9% 141% 86 50% 0.7
Water Asset Management
3084
Water Asset Management
New York
$202M +$53.9M +36% 7.12% 48.9% 18 22.22% 2.1
Roble Belko & Company
3085
Roble Belko & Company
Pennsylvania
$202M +$11.2M +6% 5.99% 53.3% 385 9.35% 1.1
Sustainable Insight Capital Management
3086
Sustainable Insight Capital Management
New York
$202M +$8.44M +4% 7.35% 150% 67 50.75% 0.2
BSW Wealth Partners
3087
BSW Wealth Partners
Colorado
$202M +$10.5M +5% 5.99% 75.4% 76 11.84% 2.3
Marathon Capital Management
3088
Marathon Capital Management
Maryland
$202M -$8.07M -4% 3.6% 70.9% 94 15.96% 1.9
FIM
3089
Farmhouse Investment Management
California
$202M – – 1.85% – 31 – 0
FSI Group
3090
FSI Group
Ohio
$201M +$13.9M +7% 5.13% 44.1% 57 54.39% 0.8
Birinyi Associates
3091
Birinyi Associates
Connecticut
$201M +$24.1M +14% 8.6% 113% 99 25.25% 2.5
OM
3092
Opaleye Management
Massachusetts
$201M +$31.2M +18% 30% 748% 53 39.62% 0.9
Zhang Financial
3093
Zhang Financial
Michigan
$201M +$16.5M +9% 4% 67.9% 89 25.84% 2.5
Mittleman Investment Management
3094
Mittleman Investment Management
New York
$201M -$1.22M -0.6% 3.53% 11.6% 7 0% 2.6
Fullerton Fund Management
3095
Fullerton Fund Management
Singapore
$200M +$27M +16% 14.6% 412% 29 27.59% 0.6
Trimaran Fund Management
3096
Trimaran Fund Management
New York
$200M -$5.86M -3% 2.85% 82.8% 1 0% 2.3
DCM International V
3097
DCM International V
California
$200M +$27.9M +16% 17.6% – 2 0% 0.8
ITIM
3098
Indiana Trust & Investment Management
Indiana
$200M +$7.12M +4% 2.74% 114% 131 5.34% 2.7
Altavista Wealth Management
3099
Altavista Wealth Management
North Carolina
$200M +$15.2M +8% 5.11% 80.6% 134 11.94% 2.5
Blue Edge Capital
3100
Blue Edge Capital
Virginia
$200M +$21.8M +12% 5.74% 67.4% 82 9.76% 2.1