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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)
HA
3501
Havens Advisors
New York
$125M -$35.7M -22% 13.8% 460% 60 75% 0.5
KWMG LLC
3502
KWMG LLC
Kansas
$125M +$5.33M +4% 1.23% 76.2% 125 32% 0.2
KCP
3503
Kenmare Capital Partners
New York
$125M -$33.7M -21% 3.96% 48.8% 18 22.22% 1.2
Kepos Capital
3504
Kepos Capital
New York
$125M +$67.2M +116% 8.87% 21.1% 9 44.44% 1
FIG
3505
Fusion Investment Group
Pennsylvania
$125M +$6.71M +6% 1.23% – 115 14.78% 0.9
Crossvault Capital Management
3506
Crossvault Capital Management
Texas
$125M +$10.8M +9% 4.85% 56.4% 67 10.45% 1
ICM
3507
Invicta Capital Management
New York
$125M -$19.2M -13% 9.67% – 29 44.83% 0.8
Aspen Investment Management
3508
Aspen Investment Management
Michigan
$125M +$5.93M +5% 0.92% 84.9% 129 6.2% 1.4
State of New Jersey Common Pension Fund E
3509
State of New Jersey Common Pension Fund E
New Jersey
$125M +$2.83M +2% 2.32% 26.4% 1 0% 0.8
Forester Capital Management
3510
Forester Capital Management
Illinois
$125M -$7.91M -6% 3.38% 33.4% 59 0% 1.4
Progeny 3 Inc
3511
Progeny 3 Inc
Washington
$125M +$16.2M +15% 6.68% 96.8% 9 11.11% 0.7
Peninsula Asset Management
3512
Peninsula Asset Management
Florida
$125M +$2.16M +2% 1.87% 44.1% 48 8.33% 1.6
Glassman Wealth Services
3513
Glassman Wealth Services
Virginia
$125M -$13.4M -10% 0.46% 62.6% 521 23.22% 0.2
Inspirion Wealth Advisors
3514
Inspirion Wealth Advisors
Illinois
$124M +$16.4M +15% 0.81% 52.5% 64 21.88% 0.2
SLA
3515
Silver Lake Advisory
Utah
$124M +$1.08M +0.9% 1.09% 70.9% 81 16.05% 1
Summit Financial Strategies
3516
Summit Financial Strategies
Ohio
$124M +$633K +0.5% 2.58% 59.4% 44 13.64% 0.2
Corbenic Partners
3517
Corbenic Partners
Pennsylvania
$124M -$12M -9% 0.32% – 242 37.6% 1
Roof Eidam Maycock Peralta (REMP)
3518
Roof Eidam Maycock Peralta (REMP)
California
$124M +$5.38M +5% 2.26% 62.3% 100 19% 0.2
Westover Capital Advisors
3519
Westover Capital Advisors
Delaware
$124M +$7.06M +6% 5.42% 133% 97 19.59% 1.2
Avalon Capital Management
3520
Avalon Capital Management
California
$124M -$6.37M -5% 5.37% 151% 89 60.67% 0.7
Trees Investment Counsel
3521
Trees Investment Counsel
Illinois
$124M -$507K -0.4% 2.1% – 55 5.45% 1.6
Pear Tree Advisors
3522
Pear Tree Advisors
Massachusetts
$124M -$4.44M -3% 8.48% 45.8% 50 4% 1.5
SPC
3523
Standard Pacific Capital
California
$123M -$128M -51% 7.65% – 34 50% 0.4
Foothills Asset Management
3524
Foothills Asset Management
Arizona
$123M +$1.59M +1% 1.78% 8.84% 63 26.98% 0.9
Vector Wealth Management
3525
Vector Wealth Management
Minnesota
$123M -$9.7M -7% 0.73% 2.13% 77 10.39% 1.2