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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)
NFG
3476
Noven Financial Group
Colorado
$202M +$5.01M +3% 1.58% 45.1% 36 22.22% 2.6
Harvey Capital Management
3477
Harvey Capital Management
Florida
$201M -$6.57M -3% 0.42% 147% 82 14.63% 3.4
Kestrel Investment Management
3478
Kestrel Investment Management
California
$201M -$10.3M -5% 0.51% 89.2% 47 14.89% 1.5
GYL Financial Synergies
3479
GYL Financial Synergies
Connecticut
$201M +$12.1M +6% 0.82% 36% 177 15.25% 0.6
First Washington Corp
3480
First Washington Corp
Washington
$201M -$1.76M -0.9% 4.8% 142% 84 13.1% 3.4
LI
3481
Leap Investments
Illinois
$201M +$127M +171% 6.27% – 564 87.41% 0
Capco Asset Management
3482
Capco Asset Management
Florida
$201M +$19.8M +11% 1.8% 46.1% 22 9.09% 2.2
Stone House Investment Management
3483
Stone House Investment Management
Pennsylvania
$201M +$9.25M +5% 2.39% 57.9% 42 11.9% 1.5
TSP Capital Management Group
3484
TSP Capital Management Group
New Jersey
$200M -$14.7M -7% 2.15% 186% 53 0% 0.3
Kemper Corp Master Retirement Trust
3485
Kemper Corp Master Retirement Trust
Illinois
$200M +$36.3M +22% 3.04% 21.9% 42 9.52% 4.8
Blume Capital Management
3486
Blume Capital Management
California
$200M +$2.72M +1% 1.28% 96.9% 245 17.14% 3.3
Peninsula Wealth
3487
Peninsula Wealth
California
$200M +$5.28M +3% 0.22% 30% 39 23.08% 1.1
Peoples Financial Services Corp
3488
Peoples Financial Services Corp
Pennsylvania
$200M +$2.86M +1% 1.77% 104% 373 5.63% 4.3
Bender Robert & Associates
3489
Bender Robert & Associates
California
$200M -$10.9M -5% 1.45% 146% 49 0% 4.9
Sandbar Asset Management
3490
Sandbar Asset Management
United Kingdom
$200M -$5.65M -3% 2.9% 128% 44 47.73% 0.4
Ostrum Asset Management
3491
Ostrum Asset Management
France
$200M -$161M -45% 1.54% 107% 162 63.58% 0.5
QCMA
3492
Quad Capital Management Advisors
New York
$200M -$11.5M -5% 5.29% – 117 76.92% 0.2
CAMG Solamere Management
3493
CAMG Solamere Management
North Carolina
$200M -$18.7M -9% 1.84% 51.7% 103 16.5% 1.9
Goodman Financial
3494
Goodman Financial
Texas
$199M -$251K -0.1% 0.39% 52.5% 48 10.42% 2.2
Harvest Investment Services
3495
Harvest Investment Services
Illinois
$199M +$23.7M +13% 0.63% 282% 174 28.74% 0.5
Covenant Asset Management
3496
Covenant Asset Management
New Jersey
$199M +$6.35M +3% 1.87% 177% 147 14.29% 1.9
Bain Capital Credit
3497
Bain Capital Credit
Massachusetts
$199M +$55.6M +39% 7.29% 14.4% 18 22.22% 1.2
Retirement Capital Strategies
3498
Retirement Capital Strategies
California
$199M -$1.56M -0.8% 0.8% 59% 59 22.03% 1.7
Norman Fields Gottscho Capital Management
3499
Norman Fields Gottscho Capital Management
New York
$199M -$421K -0.2% 3.05% 96.9% 77 12.99% 3.2
Institutional Venture Management XIV
3500
Institutional Venture Management XIV
California
$199M +$20.8M +12% 12.5% 18.1% 5 20% 1.8