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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)
Callodine Capital Management
4051
Callodine Capital Management
Massachusetts
$265M +$34.6M +15% 4.04% 53.8% 44 25% 1
NewGen Asset Management
4052
NewGen Asset Management
Ontario, Canada
$265M +$22.9M +9% 10.6% 402% 65 56.92% 0.2
RB Capital Management
4053
RB Capital Management
Nevada
$265M +$38.1M +17% 9.65% 79.4% 168 11.9% 2.5
Sovereign Investment Advisors
4054
Sovereign Investment Advisors
Arizona
$265M +$12.9M +5% 6.5% 43.7% 30 0% 1.2
Twin Securities
4055
Twin Securities
New York
$265M +$109M +70% 15% 506% 24 45.83% 0.4
KB Financial Partners
4056
KB Financial Partners
New Jersey
$265M +$29.5M +13% 6.12% – 661 13.46% 0.2
Aravt Global
4057
Aravt Global
New York
$264M +$17.3M +7% 12.5% 83.7% 12 16.67% 3.9
DFPG Investments
4058
DFPG Investments
Utah
$264M +$30.2M +13% 11.5% 38.2% 183 17.49% 1.4
Vest Financial
4059
Vest Financial
Virginia
$264M +$89.6M +51% 5.6% 68.4% 65 0% 0.5
Wakefield Asset Management
4060
Wakefield Asset Management
Colorado
$264M +$14.5M +6% 8.14% 139% 174 24.14% 0.9
HWMA
4061
Heritage Wealth Management (Arizona)
Arizona
$264M +$86.3M +49% 5.75% – 951 29.65% 0.2
Silphium Asset Management
4062
Silphium Asset Management
United Kingdom
$264M +$41.1M +18% 13% 128% 82 54.88% 0.2
Arlington Financial Advisors
4063
Arlington Financial Advisors
California
$263M +$16.8M +7% 6.18% 67.6% 66 18.18% 2.1
AA
4064
Ashford Advisors
New York
$263M +$34.7M +15% 7.79% 66.5% 11 0% 0.5
Platte River Wealth Advisors
4065
Platte River Wealth Advisors
Colorado
$263M +$19.8M +8% 8.31% 28.6% 89 7.87% 1.3
Stanley Capital Management
4066
Stanley Capital Management
Texas
$263M +$11.8M +5% 9.96% 158% 46 15.22% 2.6
GA
4067
Gagnon Advisors
New York
$263M +$20.2M +8% 14.6% 129% 34 17.65% 3.3
Hi-Line Capital Management
4068
Hi-Line Capital Management
South Dakota
$263M +$13.2M +5% 5.37% 57.5% 28 10.71% 1.7
Ramius Advisors
4069
Ramius Advisors
New York
$263M -$111M -30% 14.9% 187% 488 67.83% 0.1
Hillman Capital Management
4070
Hillman Capital Management
Maryland
$263M +$34.8M +15% 7.11% 20.2% 48 10.42% 2.1
Anfield Capital Management
4071
Anfield Capital Management
California
$263M +$12.1M +5% 6.71% 65.3% 239 74.06% 0.3
Benefit Street Partners
4072
Benefit Street Partners
New York
$262M -$441M -63% 17.2% – 52 40.38% 0.9
Retirement Capital Strategies
4073
Retirement Capital Strategies
California
$262M +$8.57M +3% 5.38% 59% 90 28.89% 1.7
TRG Investments
4074
TRG Investments
Virginia
$262M +$57K +0% 0.02% 70.5% 1 0% 5.5
HA
4075
Hamel Associates
New Jersey
$262M +$2.89M +1% 5.22% 50.6% 75 16% 4.7