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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 Time
Held (Qtrs)
ECM
3751
Empirical Capital Management
Tennessee
$101M – – 9.36% – 27 – 0
BSWM
3752
Boston Standard Wealth Management
Massachusetts
$101M – – 0.6% 47.1% 27 – 0
OPPM
3753
Opus Point Partners Management
New York
$101M – – 20.4% 85.2% 57 – 0
RHIC
3754
Richmond Hill Investment Company
New York
$101M – – 2.35% 7.84% 11 – 0
PCM
3755
Princeton Capital Management
New Jersey
$101M -$8.99M -8% 4.95% 180% 98 29.59% 4.3
LAIC
3756
Lederer & Associates Investment Counsel
California
$101M – – 5.46% 75.5% 73 – 0
WI
3757
Wedgewood Investors
Pennsylvania
$101M +$4.11M +4% 2.77% – 127 7.09% 5.4
ROTUOC
3758
Regents of the University of California
California
$101M -$76.1M -43% 4.8% 86.1% 116 59.48% 2.6
SAM
3759
Security Asset Management
New York
$101M – – 3.97% 67.4% 76 – 0
RTM
3760
Rizvi Traverse Management
Florida
$101M -$44M -30% 30.5% – 1 0% 2
AACA
3761
American Assets Capital Advisers
California
$100M – – 11.7% 73.5% 35 – 0
SCA
3762
Sippican Capital Advisors
Massachusetts
$100M +$1.79M +2% 4.06% 90.1% 113 11.5% 0.9
CGC
3763
Cloud Gate Capital
Illinois
$100M – – 9.94% – 24 – 0
BHBT
3764
Burke & Herbert Bank & Trust
Virginia
$100M -$2.38M -2% 2.79% 67.8% 108 9.26% 5.6
IM
3765
ISF Management
New York
$99.9M – – 6.66% – 21 – 0
NA
3766
NSB Advisors
New York
$99.7M -$18.8M -16% 4.84% – 30 13.33% 5.2
VV
3767
Valentine Ventures
Oregon
$99.6M – – 0.22% – 25 – 0
BCFS
3768
Butensky & Cohen Financial Security
Florida
$99.6M – – 3.02% 72.2% 104 – 0
EM
3769
Excalibur Management
Massachusetts
$99.2M +$1.95M +2% 1.84% 81.7% 66 10.61% 5.3
TM
3770
TigerShark Management
New York
$98.9M -$24.1M -20% 5.05% – 65 30.77% 3.4
IF
3771
IRON Financial
Illinois
$98.9M +$20.5M +26% 3.97% 51.4% 102 44.12% 1.9
CMO
3772
Covenant Multifamily Offices
Texas
$98.8M -$16M -14% 3.68% 38.3% 30 20% 3.4
MP
3773
Manifold Partners
California
$98.6M -$50.8M -34% 1.16% 24.9% 71 52.11% 1.7
MPA
3774
Marvin & Palmer Associates
Delaware
$98.4M +$147K +0.1% 7.86% 392% 73 39.73% 2.8
SC
3775
Scholtz & Company
Connecticut
$98.2M -$3.21M -3% 9.9% 89.2% 77 50.65% 2.1