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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)
INVST
3476
INVST
Indiana
$178M -$18.4M -9% 8.95% 78.5% 59 30.51% 0.9
Aquamarine Capital Management
3477
Aquamarine Capital Management
New York
$178M -$30.1M -15% 14.2% 23% 15 6.67% 3.3
GSI Capital Advisors
3478
GSI Capital Advisors
California
$177M -$15M -8% 7.16% 39.7% 36 44.44% 0.8
Biltmore Family Office
3479
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 10.2% 78.1% 156 16.67% 0.9
Shaker Financial Services
3480
Shaker Financial Services
Virginia
$177M -$31.3M -15% 18% 12.9% 172 58.14% 0.7
WoodTrust Financial
3481
WoodTrust Financial
Wisconsin
$177M -$29.7M -14% 11.6% 80.3% 79 12.66% 0.9
Context Capital Management
3482
Context Capital Management
California
$177M +$5.1M +3% 0.63% 3.38% 85 27.06% 0.5
Occidental Asset Management
3483
Occidental Asset Management
California
$177M -$23.5M -12% 8.97% 82.5% 163 20.25% 2.4
Summit Asset Management
3484
Summit Asset Management
Tennessee
$177M -$39.1M -18% 12.8% 48.9% 123 20.33% 4
EnCap Energy Capital Fund VIII
3485
EnCap Energy Capital Fund VIII
Texas
$176M -$201M -53% 43.4% 6.16% 3 0% 1.3
ECM
3486
EII Capital Management
New York
$176M -$6.71M -4% 7.12% 46.9% 247 8.91% 1.4
Tikehau Investment Management
3487
Tikehau Investment Management
France
$176M -$172M -49% 12.7% 102% 31 58.06% 0.5
Crossvault Capital Management
3488
Crossvault Capital Management
Texas
$176M -$17.9M -9% 14.2% 56.4% 81 27.16% 2.6
TLCM
3489
Tiger Legatus Capital Management
New York
$176M -$122M -41% 21.5% 19.1% 12 16.67% 1
Fullerton Fund Management
3490
Fullerton Fund Management
Singapore
$176M -$20.6M -10% 16.6% 412% 36 30.56% 0.4
Peoples Financial Services Corp
3491
Peoples Financial Services Corp
Pennsylvania
$176M -$22M -11% 8.34% 104% 383 6.79% 3.7
Index Venture Growth Associates I
3492
Index Venture Growth Associates I
Jersey
$176M – – 33.9% 30.9% 2 – 0
Blume Capital Management
3493
Blume Capital Management
California
$175M -$16.3M -9% 14.4% 96.9% 233 17.17% 3
Aull & Monroe Investment Management
3494
Aull & Monroe Investment Management
Alabama
$175M -$32.2M -16% 8.75% 98.3% 133 9.77% 4.5
Spectrum Asset Management (Connecticut)
3495
Spectrum Asset Management (Connecticut)
Connecticut
$175M +$26.3M +18% 2.09% 0.74% 6 16.67% 3.8
Barnett & Company
3496
Barnett & Company
Tennessee
$175M -$44.9M -20% 13.9% 65.9% 362 12.15% 2.3
Rainwater Charitable Foundation
3497
Rainwater Charitable Foundation
Texas
$175M -$266K -0.2% 13.6% 44% 4 75% 0.3
Bridgeworth
3498
Bridgeworth
Alabama
$175M -$6.24M -3% 9.48% 19.3% 147 17.69% 1
WAM
3499
WIM Asset Management
Hong Kong
$175M +$23.7M +16% 0% – 26 84.62% 0.2
Bridge Creek Capital Management
3500
Bridge Creek Capital Management
Massachusetts
$175M -$24.8M -12% 10.8% 76.5% 84 11.9% 2.6