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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)
SIAM
3776
Sterling Investment Advisors (Missouri)
Missouri
$94.2M -$5M -5% 1.07% 37.8% 28 0% 0.5
LVP
3777
Limestone Value Partners
Texas
$93.9M -$4.79M -5% 6.54% – 24 20.83% 0.5
BHBT
3778
Burke & Herbert Bank & Trust
Virginia
$93.9M +$2M +2% 0.32% 67.8% 112 10.71% 1.7
Gibraltar Capital Management
3779
Gibraltar Capital Management
Oklahoma
$93.9M -$11.6M -11% 1.01% 56.6% 33 6.06% 0.5
SST
3780
S Squared Technology
New York
$93.2M +$9.6M +12% 10.7% 223% 55 27.27% 1.2
PTCG
3781
Pring Turner Capital Group
California
$92.7M +$2.52M +3% 1.7% 70.8% 50 28% 0.9
CCPM
3782
Cooper Creek Partners Management
New York
$92.5M -$12.5M -12% 1.35% 86.4% 41 34.15% 0.6
ACM
3783
Amber Capital Management
Cayman Islands
$92.3M -$83.6M -48% 7.05% 45% 8 75% 0.5
Commonwealth Financial Services
3784
Commonwealth Financial Services
West Virginia
$92.3M -$21.5M -19% 0.74% 58.2% 259 6.18% 0.5
SIS
3785
Sandell Investment Services
New York
$92M -$1.07M -1% 0.75% – 32 56.25% 0.3
Boussard & Gavaudan Investment Management
3786
Boussard & Gavaudan Investment Management
United Kingdom
$92M -$67.5M -42% 2.48% 25.8% 38 76.32% 0.2
BWA
3787
Burt Wealth Advisors
Maryland
$91.9M -$6.32M -6% 0.35% 57.3% 409 13.45% 0.4
SNBOSCI
3788
Security National Bank of Sioux City Iowa
Iowa
$91.7M -$1.3M -1% 1.38% 61% 78 5.13% 1.7
Orrstown Financial Services
3789
Orrstown Financial Services
Pennsylvania
$91.7M -$1.29M -1% 0.95% 73.7% 207 16.91% 1.5
RP
3790
Raiff Partners
New York
$91.6M -$15M -14% 3.63% 125% 61 75.41% 0.2
BCM
3791
Brightfield Capital Management
New York
$91.4M -$1.03M -1% 3.15% – 45 26.67% 0.9
SCM
3792
Stellar Capital Management
Arizona
$91.3M -$11.6M -11% 0.39% 23.4% 68 14.71% 1.4
GCA
3793
GSI Capital Advisors
California
$91.1M -$14.3M -14% 10.7% 39.7% 38 50% 0.6
MRFOFM
3794
M&R Follow-On Fund Management
Texas
$91.1M -$15.7M -15% 14.7% 48.8% 1 0% 0.5
TCM
3795
Trishield Capital Management
New York
$91M -$21.7M -19% 14.3% – 21 57.14% 0.3
PIM
3796
Progressive Investment Management
Oregon
$90.9M +$61.9M +214% 0.89% 126% 111 60.36% 0.9
OAMA
3797
Oslo Asset Management AS
Norway
$90.6M -$17.4M -16% 16.5% 82.7% 12 16.67% 1
DA
3798
Dunvegan Associates
California
$90.4M -$22.6M -20% 0.33% – 219 13.7% 1.3
MIM
3799
Merion Investment Management
Florida
$90.3M -$2.05M -2% 9.04% 27.6% 16 93.75% 0.8
BGA
3800
Belmont Global Advisors
Texas
$90.2M -$8.14M -8% 5.04% 81% 123 56.91% 0.4