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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)
Caxton Corporation
3851
Caxton Corporation
New Jersey
$88.6M +$16.2M +22% 136% 512% 21 42.86% 0.9
Security National Bank of Sioux City Iowa
3852
Security National Bank of Sioux City Iowa
Iowa
$88.4M +$2.91M +3% 4.47% 61% 72 5.56% 2.5
DVC
3853
Deer VI & Co
New York
$88.2M -$13.5M -13% 30.8% 1,560% 2 0% 3
Drexel Morgan & Co
3854
Drexel Morgan & Co
Pennsylvania
$88.2M +$2.9M +3% 3.3% 50.1% 95 9.47% 2.3
PSquared Asset Management
3855
PSquared Asset Management
Switzerland
$87.8M -$11M -11% 31.6% 178% 8 100% 0
BW Gestao de Investimentos
3856
BW Gestao de Investimentos
Brazil
$87.7M -$79.8M -48% 1.94% 95.1% 86 50% 1.2
National Investment Services
3857
National Investment Services
Wisconsin
$87.5M +$986K +1% 1.32% 47.2% 56 41.07% 1.1
Princeton Capital Management
3858
Princeton Capital Management
New Jersey
$87.5M -$1.12M -1% 0.93% 180% 79 11.39% 1.6
Charter Research & Investment Group
3859
Charter Research & Investment Group
Connecticut
$87.5M +$209K +0.2% 3.98% 82.3% 72 2.78% 1.3
Cordasco Financial Network
3860
Cordasco Financial Network
Florida
$87.4M -$1.7M -2% 4.86% 31.1% 257 3.5% 2
P.A.W. Capital
3861
P.A.W. Capital
Connecticut
$87.4M -$1.76M -2% 2.19% 54.6% 70 20% 2.1
Perkins Capital Management
3862
Perkins Capital Management
Minnesota
$87.2M +$7.34M +9% 13.1% 303% 132 22.73% 1.8
VV
3863
Valentine Ventures
Oregon
$87.1M +$2.47M +3% 3.73% – 28 7.14% 1.3
Shine Investment Advisory Services
3864
Shine Investment Advisory Services
Colorado
$87.1M -$1.81M -2% 1.85% 29% 29 0% 1.2
New Harbor Financial Group
3865
New Harbor Financial Group
Massachusetts
$86.9M +$11.4M +15% 14.6% 94.6% 133 26.32% 1.3
Millennium TVP Management
3866
Millennium TVP Management
New York
$86.7M -$9.8M -10% 1.82% – 8 0% 1.6
CWM
3867
Catamount Wealth Management
Connecticut
$86.6M +$189K +0.2% 2.55% 70.7% 151 14.57% 1.1
Voce Capital Management
3868
Voce Capital Management
California
$86.4M -$11M -11% 2.33% 69.2% 14 7.14% 0.4
Black Diamond Capital Management
3869
Black Diamond Capital Management
Connecticut
$86.4M -$3.15M -4% 2.53% 28.3% 3 0% 2
Point72 Hong Kong
3870
Point72 Hong Kong
Hong Kong
$86.2M +$35M +68% 5.05% 396% 742 66.04% 0.2
Context Capital Management
3871
Context Capital Management
California
$86.1M +$5.63M +7% 0.01% 3.38% 44 20.45% 0.7
WCM
3872
Wesley Capital Management
New York
$86M -$7.84M -8% 4.51% 6.19% 24 45.83% 1.2
Blue Clay Capital Management
3873
Blue Clay Capital Management
Minnesota
$86M -$20M -19% 1.05% – 139 41.01% 0.8
Mercer Investments
3874
Mercer Investments
Massachusetts
$85.9M -$15.6M -15% 1.8% 33.1% 12 33.33% 1.7
IMS Capital Management
3875
IMS Capital Management
Oregon
$85.5M +$3.04M +4% 2.25% 119% 131 13.74% 1.6