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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)
Flowering Tree Investment Management
3701
Flowering Tree Investment Management
Singapore
$135M -$48.8M -27% 19.4% 47.4% 7 14.29% 1.9
CMH Wealth Management
3702
CMH Wealth Management
New Hampshire
$135M +$9.29M +7% 3.88% 88% 55 23.64% 0.6
Aspen Investment Management
3703
Aspen Investment Management
Michigan
$135M +$1.75M +1% 3.65% 84.9% 139 6.47% 3
Coliseum Capital Management
3704
Coliseum Capital Management
Connecticut
$135M -$29.2M -18% 6.67% 41.1% 8 37.5% 1.9
C-J Advisory
3705
C-J Advisory
California
$135M +$5.52M +4% 3.72% 39.2% 138 6.52% 0.9
Sonata Capital Group
3706
Sonata Capital Group
Washington
$135M +$348K +0.3% 3.68% 66.5% 101 4.95% 2.4
EI
3707
Elkhorn Investments
Illinois
$134M +$5.96M +5% 3.33% – 113 23.01% 0.4
Stuart Chaussee & Associates
3708
Stuart Chaussee & Associates
California
$134M +$42K +0% 3.85% 58.6% 107 35.51% 0.8
Clearstead Trust
3709
Clearstead Trust
Maine
$134M +$7.71M +6% 2.74% 111% 245 13.88% 0.5
WCM
3710
Wunderlich Capital Managemnt
Tennessee
$134M +$293K +0.2% 4.86% 33.6% 102 15.69% 2.5
Boyar Asset Management
3711
Boyar Asset Management
New York
$134M -$2.19M -2% 2.85% 75.5% 69 8.7% 3.5
Bridge City Capital
3712
Bridge City Capital
Oregon
$134M +$14.1M +12% 4.15% 120% 94 6.38% 0.2
Northwest Quadrant Wealth Management
3713
Northwest Quadrant Wealth Management
Oregon
$134M +$16.9M +15% 3.58% 45.6% 60 8.33% 0.7
Israel Discount Bank of New York
3714
Israel Discount Bank of New York
New York
$134M +$8.98M +7% 4.14% 40.8% 445 10.56% 0.7
Colorado Capital Management
3715
Colorado Capital Management
Colorado
$134M +$6.78M +5% 3.4% 60.4% 75 10.67% 1.4
Orleans Capital Management
3716
Orleans Capital Management
Louisiana
$134M -$7.68M -5% 4.33% 94.6% 84 14.29% 3.3
SL
3717
SOF Ltd
Cayman Islands
$134M -$4.89M -4% 3.53% 42.3% 1 0% 0.8
Bain Capital Venture Investors
3718
Bain Capital Venture Investors
Massachusetts
$133M +$5.84M +5% 4.58% 34.2% 1 0% 2
Ceeto Capital Group
3719
Ceeto Capital Group
Florida
$133M – – 3.59% 94.4% 122 – 0
TGCM
3720
Tukman Grossman Capital Management
California
$133M -$156M -54% 1.07% 21.1% 17 0% 4
Foothills Asset Management
3721
Foothills Asset Management
Arizona
$133M +$4.69M +4% 3.02% 8.84% 62 8.06% 2
AC
3722
Aperimus Capital
California
$133M +$25.7M +24% 3.94% 44% 3 0% 4.3
Lattice Strategies
3723
Lattice Strategies
Pennsylvania
$133M +$2.66M +2% 4.6% 19.9% 66 3.03% 3.3
AC
3724
Athos Capital
Hong Kong
$133M -$40.5M -23% 4.4% 110% 43 41.86% 0.2
WAM
3725
Westport Asset Management
Connecticut
$133M +$16.4M +14% 9.18% 64.2% 64 6.25% 1.7