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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)
Harber Asset Management
3351
Harber Asset Management
North Carolina
$391M -$63.7M -14% 7.04% 63.6% 45 51.11% 1.1
NAMP
3352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$391M -$34.8M -8% 6.04% 90.2% 156 10.9% 4.9
Wildcat Capital Management
3353
Wildcat Capital Management
New York
$391M -$223M -36% 30.5% 77.7% 29 31.03% 1.4
Rosenblum Silverman Sutton
3354
Rosenblum Silverman Sutton
California
$391M -$53.6M -12% 9.47% 90.1% 73 6.85% 4.1
Punch Card Management
3355
Punch Card Management
Florida
$390M -$492K -0.1% 0.57% 41% 3 0% 4.1
Bulldog Investors
3356
Bulldog Investors
New Jersey
$389M +$15.1M +4% 1.29% 22.5% 410 48.54% 0.6
BCA
3357
Bray Capital Advisors
Florida
$389M -$19.6M -5% 3.59% 36.6% 287 6.62% 4
Jackson Thornton Wealth Management
3358
Jackson Thornton Wealth Management
Alabama
$389M +$40.1M +11% 2.85% 64.4% 25 32% 0.2
Blueprint Investment Partners
3359
Blueprint Investment Partners
North Carolina
$389M -$18M -4% 2.64% 91.9% 270 35.19% 0.7
Hamilton Point Investment Advisors
3360
Hamilton Point Investment Advisors
North Carolina
$388M -$31.9M -8% 6.25% 79.3% 82 9.76% 4.8
Wescott Financial Advisory Group
3361
Wescott Financial Advisory Group
Pennsylvania
$388M +$194M +100% 4.35% 55.5% 130 46.15% 0.6
Johnson Bixby & Associates
3362
Johnson Bixby & Associates
Washington
$388M +$10.6M +3% 3.3% 48.7% 95 16.84% 1
TC
3363
Teilinger Capital
Texas
$388M -$94.9M -20% 14.9% 30.2% 58 62.07% 0.3
PL Capital Advisors
3364
PL Capital Advisors
Florida
$388M -$21.2M -5% 2.73% 100% 45 20% 3.4
Kingfisher Capital
3365
Kingfisher Capital
North Carolina
$388M -$44.6M -10% 2.14% 58.5% 205 20% 3
WCMN
3366
Westchester Capital Management (Nebraska)
Nebraska
$388M -$3.92M -1% 0.14% 121% 52 7.69% 4.8
Capco Asset Management
3367
Capco Asset Management
Florida
$388M +$25.2M +7% 0.54% 46.1% 27 11.11% 3.4
Shah Capital Management
3368
Shah Capital Management
North Carolina
$387M +$12M +3% 14.6% 287% 12 16.67% 3.3
Sicart Associates
3369
Sicart Associates
New York
$386M +$3.33M +0.9% 4.6% 113% 107 14.02% 2.7
Concord Wealth Partners
3370
Concord Wealth Partners
Virginia
$386M -$22.2M -5% 4.47% 66% 1,436 14.21% 0.8
Olympus Peak Asset Management
3371
Olympus Peak Asset Management
Connecticut
$386M +$28.7M +8% 0.74% – 11 54.55% 0.3
Goldstein Munger & Associates
3372
Goldstein Munger & Associates
California
$386M -$11M -3% 4.78% 11.9% 37 13.51% 5.7
Cedar Brook Financial Partners
3373
Cedar Brook Financial Partners
Ohio
$385M -$4.78M -1% 4.33% 47% 401 10.72% 1.9
Jeneq Management
3374
Jeneq Management
New York
$385M -$112M -23% 21.9% 21.7% 91 91.21% 0.1
Jacobson & Schmitt Advisors
3375
Jacobson & Schmitt Advisors
Wisconsin
$385M -$28.2M -7% 7.32% 70.3% 67 14.93% 2.4