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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)
GC
3251
Gratia Capital
California
$217M -$114M -34% 5.14% 42.4% 55 60% 0.5
Chesapeake Wealth Management
3252
Chesapeake Wealth Management
Virginia
$217M +$258K +0.1% 1.55% 65.9% 198 18.18% 0.2
Glenview State Bank Trust Department
3253
Glenview State Bank Trust Department
Illinois
$217M +$4.28M +2% 2.03% 76.6% 101 7.92% 3.4
PCA
3254
Prospect Capital Advisors
California
$217M +$40M +23% 12.6% 202% 29 17.24% 1.2
Cahill Financial Advisors
3255
Cahill Financial Advisors
Minnesota
$217M +$7.35M +4% 1.28% 55.9% 159 8.81% 2.5
Taiyo Life Insurance Company
3256
Taiyo Life Insurance Company
Japan
$217M +$10M +5% 4.97% 90.5% 6 0% 0.4
Private Ocean
3257
Private Ocean
California
$217M +$6.93M +3% 0.43% 2.82% 418 12.92% 1.7
KSA
3258
Ken Stern & Associates
California
$217M -$10.4M -5% 1.73% 39.4% 134 16.42% 1.7
Peak Financial Management
3259
Peak Financial Management
Massachusetts
$217M +$6.26M +3% 0.78% 58.2% 54 18.52% 1.4
PAS
3260
Partnervest Advisory Services
California
$216M +$7.05M +3% 4.7% 45.1% 233 28.76% 2.3
DLG
3261
Daniel L. Goodwin
$216M +$11M +5% 7.37% 72.6% 100 13% 2.8
MM
3262
Meridian Management
Arkansas
$216M -$685K -0.3% 0.94% 57.8% 83 19.28% 2.8
TAM
3263
Taylor Asset Management
Ontario, Canada
$216M -$17M -7% 1.04% 12.9% 31 9.68% 1.5
Sanders Morris Harris
3264
Sanders Morris Harris
Texas
$216M -$22.7M -10% 3.67% 85.8% 157 19.11% 1.5
Yorktown Energy Partners IX
3265
Yorktown Energy Partners IX
New York
$216M +$18.4M +9% 13.2% 67.3% 3 33.33% 1.4
TL
3266
TowerView LLC
New York
$216M +$3.37M +2% 5.02% 17.9% 29 17.24% 2.9
Bard Associates
3267
Bard Associates
Illinois
$215M +$14.9M +7% 11.6% 241% 183 6.56% 3.4
YRHAM
3268
Yong Rong (HK) Asset Management
Hong Kong
$215M +$79.8M +59% 11.6% 2,310% 32 56.25% 0.2
Point View Wealth Management
3269
Point View Wealth Management
New Jersey
$215M +$7.04M +3% 2.25% 27% 270 8.89% 3.1
EnTrust Global Partners Offshore
3270
EnTrust Global Partners Offshore
New York
$215M -$105M -33% 2.29% – 114 50% 0.2
TIFF Advisory Services
3271
TIFF Advisory Services
Pennsylvania
$215M +$41.2M +24% 4.03% 86.3% 10 60% 0.7
WAM
3272
WIM Asset Management
Hong Kong
$215M +$23.4M +12% 7.79% – 18 44.44% 0.3
Forefront Analytics
3273
Forefront Analytics
Pennsylvania
$215M +$36.4M +20% 0.1% 50.9% 53 20.75% 0.5
EMR
3274
Errol M. Rudman
$215M +$6.41M +3% 4.32% 60.5% 45 11.11% 1.9
Kentucky Farm Bureau Mutual Insurance
3275
Kentucky Farm Bureau Mutual Insurance
Kentucky
$215M +$5.02M +2% 3.68% 83.3% 84 5.95% 1.9