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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)
Cove Street Capital
3076
Cove Street Capital
California
$358M -$38.6M -10% 4.75% 84.2% 88 15.91% 3
Kelly Lawrence W & Associates
3077
Kelly Lawrence W & Associates
California
$358M -$7.11M -2% 1.81% 123% 187 7.49% 3.6
Fagan Associates
3078
Fagan Associates
New York
$358M -$16.6M -4% 3.7% 127% 123 7.32% 3.9
JC
3079
Joho Capital
New York
$358M -$79.9M -18% 0.51% 80.2% 15 26.67% 2.1
12th Street Asset Management Company
3080
12th Street Asset Management Company
Tennessee
$358M -$39M -10% 0.28% 106% 30 13.33% 2.9
ECM
3081
EagleClaw Capital Management
Massachusetts
$357M -$11.2M -3% 2.91% 104% 131 9.16% 5.5
Hahn Capital Management
3082
Hahn Capital Management
California
$357M -$21.2M -6% 2.85% 53.6% 35 0% 6
Dudley & Shanley
3083
Dudley & Shanley
Florida
$357M -$89M -20% 2.58% 67.9% 33 18.18% 3.5
Strategic Point Investment Advisors
3084
Strategic Point Investment Advisors
Rhode Island
$357M -$2.48M -0.7% 5.84% 51.9% 31 16.13% 3.4
Iron Gate Global Advisors
3085
Iron Gate Global Advisors
Utah
$357M -$5.58M -2% 3.07% 106% 107 32.71% 2.3
Founders Capital Management (Connecticut)
3086
Founders Capital Management (Connecticut)
Connecticut
$357M -$33.4M -9% 8.18% 99.9% 67 0% 4.9
Huber Capital Management
3087
Huber Capital Management
California
$357M -$1.16M -0.3% 0.69% 70.4% 108 10.19% 4.7
IIA
3088
IPG Investment Advisors
California
$357M -$43.1M -11% 6.57% 106% 187 36.9% 1.8
Bright Rock Capital Management
3089
Bright Rock Capital Management
Massachusetts
$356M -$14M -4% 4.15% 53.1% 85 8.24% 4.2
EWA
3090
ERTS Wealth Advisors
Michigan
$356M +$4.18M +1% 4.68% 39.3% 90 6.67% 2.6
TenCore Partners
3091
TenCore Partners
New York
$356M -$98.1M -22% 8.01% 50.4% 13 0% 1.9
JMAC Enterprises
3092
JMAC Enterprises
Pennsylvania
$356M -$32.1M -8% 5.33% 65% 183 9.84% 0.7
GTC
3093
Ghost Tree Capital
New York
$356M +$164M +86% 40.2% 265% 52 51.92% 0.8
Bedell Frazier Investment Counselling
3094
Bedell Frazier Investment Counselling
California
$356M +$30.1M +9% 4.47% 72.5% 102 30.39% 2.3
Prestige Wealth Management Group
3095
Prestige Wealth Management Group
New Jersey
$356M -$12.9M -4% 4.96% 55.8% 1,117 10.47% 2.4
BPIH
3096
Broad Peak Investment Holdings
Singapore
$356M +$22.3M +7% 4.44% 52.2% 10 60% 0.6
Hein Park Capital Management
3097
Hein Park Capital Management
New York
$356M -$659M -65% 9.9% 122% 13 15.38% 1
Meridian Wealth Advisors
3098
Meridian Wealth Advisors
Texas
$355M -$21.2M -6% 3.43% 79.9% 198 6.57% 2.7
Deseret Mutual Benefit Administrators
3099
Deseret Mutual Benefit Administrators
Utah
$355M -$87.7M -20% 4.88% 75.5% 493 0.2% 1.2
Stonnington Group
3100
Stonnington Group
California
$355M -$21.1M -6% 2.05% – 231 19.48% 1.2