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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)
CIR
3776
Clear Investment Research
Georgia
$151M +$3.71M +3% 2.97% 48.5% 57 10.53% 1.6
SI
3777
Shaker Investments
Ohio
$151M +$7.47M +5% 8.83% 205% 80 20% 1.6
PE
3778
Point72 Europe
United Kingdom
$151M -$47.8M -24% 7.26% 95.4% 56 83.93% 0.3
CAW
3779
Cornerstone Advisors (Washington)
Washington
$151M +$5.54M +4% 5.18% 24.3% 943 6.57% 2.7
SCM
3780
Stellar Capital Management
Arizona
$151M +$8.62M +6% 5.05% 23.4% 77 3.9% 2.8
PVAM
3781
Pacific View Asset Management
California
$151M – – 5.55% – 113 – 0
AF
3782
Aldebaran Financial
$150M +$5.53M +4% 5.93% 89.7% 97 5.15% 2.9
WCM
3783
Weatherstone Capital Management
Colorado
$150M +$3.83M +3% 3.58% 32% 99 16.16% 1.3
VST
3784
Van Strum & Towne
California
$150M -$3.33M -2% 5.54% 62.2% 76 5.26% 3.3
NAH
3785
Neumann Advisory (HK)
Hong Kong
$150M – – 1.49% 77.3% 11 – 0
Michael & Susan Dell Foundation
3786
Michael & Susan Dell Foundation
New York
$150M +$23.2M +18% 2.77% 238% 8 25% 2.4
FCM
3787
Farmstead Capital Management
New Jersey
$150M – – 2.32% – 8 – 0.6
MCM
3788
Mork Capital Management
California
$150M +$26.3M +21% 5.57% 61.9% 137 28.47% 1.5
CCM
3789
Crabel Capital Management
California
$149M – – 2.2% 13.9% 88 – 0
YEPV
3790
Yorktown Energy Partners VII
New York
$149M -$62.5M -29% 3.15% 22.4% 4 0% 1.6
SCP
3791
Silverleafe Capital Partners
Tennessee
$149M – – 5.75% 87.7% 51 – 0
PIM
3792
Progressive Investment Management
Oregon
$149M +$16.3M +12% 10.3% 126% 44 0% 2.7
DC
3793
Derby & Company
Massachusetts
$149M – – 5.79% 33.7% 52 – 0
EPP
3794
ETF Portfolio Partners
Kansas
$149M +$8.03M +6% 3.32% 44.3% 23 4.35% 2.1
CG
3795
Compass Group
New York
$149M – – 11.4% 64.6% 17 – 0
SCI
3796
Stableford Capital II
Arizona
$149M +$11M +8% 5.49% 66.9% 117 19.66% 0.7
AFM
3797
Anson Funds Management
Texas
$148M -$516M -78% 5.69% 2,010% 82 64.63% 0.6
FAN
3798
Financial Advisors Network
California
$148M +$21.7M +17% 2.92% – 97 8.25% 0.9
SC
3799
Sovarnum Capital
New York
$148M – – 9.09% – 118 – 0
JSA
3800
Jacobson & Schmitt Advisors
Wisconsin
$148M -$2.19M -1% 7.24% 70.3% 46 6.52% 1.7