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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)
New England Professional Planning Group
3901
New England Professional Planning Group
Rhode Island
$74.2M +$6.38M +9% 2.61% 59% 46 10.87% 0.2
Apis Capital Advisors
3902
Apis Capital Advisors
New York
$73.2M -$16.8M -19% 13% 1,532% 53 41.51% 0.2
KERN Cobalt Co-Invest Partners
3903
KERN Cobalt Co-Invest Partners
Alberta, Canada
$72.3M -$49.1M -40% 5.85% – 1 0% 1.8
CCP
3904
Centaur Capital Partners
Texas
$72M +$10M +16% 0.25% 48.5% 36 38.89% 0.5
FTB
3905
First Trust Bank
Bahamas
$72M -$21.1M -23% 5.32% 64.2% 19 73.68% 0.3
Cape Ann Savings Bank
3906
Cape Ann Savings Bank
Massachusetts
$71.7M +$2.22M +3% 1.83% 72.7% 72 6.94% 1.5
ST
3907
Sphinx Trading
Illinois
$71.3M -$51.6M -42% 0.29% – 150 54% 0.1
Gator Capital Management
3908
Gator Capital Management
Florida
$71.2M -$8.61M -11% 3.47% 245% 64 15.63% 0.2
AIM
3909
Acuity Investment Management
Ontario, Canada
$70.8M -$53.7M -43% 2.44% – 169 23.67% 1
BC
3910
Banced Corp
Illinois
$70.8M -$21.1M -23% 2.37% 27.5% 195 31.28% 1.2
MSTVIM
3911
Messner & Smith Theme Value Investment Management
California
$70.2M +$11.2M +19% 5.8% 48.7% 90 33.33% 1
Wealthquest
3912
Wealthquest
Ohio
$69.4M -$28.4M -29% 1.1% 52.1% 56 12.5% 0.2
Yale University
3913
Yale University
Connecticut
$69M -$60.2M -47% 6.27% 33.7% 11 90.91% 0.3
Quadrature Capital
3914
Quadrature Capital
United Kingdom
$68.7M +$41.6M +154% 1.58% 212% 167 94.01% 0
ACM
3915
Ayer Capital Management
California
$68.3M – – 36.5% – 2 – 0
Summit Rock Advisors
3916
Summit Rock Advisors
New York
$68.2M -$961K -1% 1.76% – 3 0% 1.8
ACMM
3917
American Capital Mortgage Management
Maryland
$68M -$250K -0.4% 0.76% – 2 0% 0.8
Alpenglow Capital
3918
Alpenglow Capital
California
$67.9M -$51.8M -43% 2.03% – 40 82.5% 0.1
BIM
3919
Beach Investment Management
Pennsylvania
$67.9M -$3.24M -5% 0.97% 18.9% 56 28.57% 1
Steamboat Ventures Asia Manager
3920
Steamboat Ventures Asia Manager
Cayman Islands
$67.7M -$9.7M -12% 12.5% – 1 0% 0.3
HMC
3921
Higher Moment Capital
Massachusetts
$67.6M -$15M -18% 1.58% 11.8% 7 28.57% 0.7
Portland Investment Counsel
3922
Portland Investment Counsel
Ontario, Canada
$67.6M -$4.57M -6% 4.49% 108% 44 6.82% 0.9
Sunbelt Securities
3923
Sunbelt Securities
Texas
$67.3M -$8.83M -12% 0.76% 83.5% 130 20% 0.2
Column Group LP
3924
Column Group LP
California
$66.7M -$30.3M -31% 31.4% – 1 0% 0.3
LBN Advisers
3925
LBN Advisers
Hong Kong
$66.7M +$37.6M +129% 9.17% – 7 85.71% 0.1