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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)
MVUM
4001
Matrix VIII US Management
Massachusetts
$68M -$45.3M -40% 22.5% – 1 0% 5
CFS
4002
Commonwealth Financial Services
West Virginia
$67.5M +$38M +129% 2.24% 58.2% 253 8.7% 4.3
CMG
4003
Cavalry Management Group
California
$67.1M +$12.5M +23% 6.14% 59.6% 28 60.71% 0.6
TDC
4004
Thompson Davis & Co
Virginia
$67.1M -$3.73M -5% 1.99% 188% 1,301 27.21% 4.9
TCM
4005
Trishield Capital Management
New York
$66.9M -$13.2M -16% 0.36% – 12 33.33% 3.3
BRWM
4006
B. Riley Wealth Management
Tennessee
$66.9M -$11.4M -15% 2.04% 32.4% 174 38.51% 5.2
BSCM
4007
Baker Street Capital Management
California
$66.3M -$57.1M -46% 46.3% 78.6% 1 0% 8
LVP
4008
Limestone Value Partners
Texas
$66.2M -$40.9M -38% 1.85% – 34 23.53% 2.7
CI
4009
CAZ Investments
Texas
$66.1M -$5.46M -8% 3.6% 263% 38 15.79% 3.2
KIG
4010
Kessler Investment Group
Indiana
$66.1M +$2.85M +5% 5.28% 251% 121 38.84% 4.6
ARCT
4011
Anne Ray Charitable Trust
Minnesota
$66.1M +$2.49M +4% 0.18% 31% 4 0% 4
SAM
4012
Sunnymeath Asset Management
New Jersey
$65.6M +$2.85M +5% 4.53% – 159 40.88% 0.7
GIM
4013
Guild Investment Management
California
$65.2M +$34M +109% 5.55% 101% 26 73.08% 0.7
CIG
4014
Candlewood Investment Group
New York
$64.7M -$47.4M -42% 7.79% 10.6% 9 44.44% 1.5
SAM
4015
Southpaw Asset Management
Connecticut
$64.5M -$270M -81% 0% 0.05% 5 20% 5.3
IAM
4016
ICM Asset Management
Washington
$64M -$4.17M -6% 3.35% 58.9% 70 32.86% 5
GI
4017
Greenwood Investments
Massachusetts
$63.6M -$17.2M -21% 7.82% 1.64% 11 0% 10.5
NLCM
4018
Neon Liberty Capital Management
New York
$63.6M +$8.31M +15% 18.6% – 8 12.5% 9
CSM
4019
Central Square Management
Illinois
$63.5M -$23.7M -27% 3.78% 8.22% 43 62.79% 3.6
IT
4020
Independence Trust
Tennessee
$63.4M -$13.4M -17% 2.57% 28.9% 69 30.43% 8.7
KCP
4021
Kortright Capital Partners
New York
$63.2M -$27.9M -31% 4.01% – 19 52.63% 3.8
CPI
4022
Canaan Partners IX
California
$63M -$38.9M -38% 38.2% – 1 0% 1
SCM
4023
Sabal Capital Management
California
$62.9M +$2.52M +4% 7.89% – 26 57.69% 0.6
CFC
4024
Coyle Financial Counsel
Illinois
$62.9M -$39.1M -38% 2.65% 62.4% 43 20.93% 7.1
MC
4025
Mitra Capital
Massachusetts
$62.8M – – 2.06% – 18 – 0