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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)
TBAM
4126
True Bearing Asset Management
California
$49.9M -$8.98M -15% 12% 66.3% 70 40% 1
FS Capital Partners V
4127
FS Capital Partners V
California
$49.3M -$16.3M -25% 24.8% 89.8% 1 0% 2.5
University of Texas/Texas AM Investment Management Co (UTIMCO)
4128
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.6M -$155M -76% 2.42% 68.3% 36 55.56% 0.7
ACM
4129
Akanthos Capital Management
California
$48.5M -$17.5M -27% 9.86% 1.86% 22 27.27% 0.8
RTIM
4130
Round Table Investment Management
North Carolina
$48.5M -$59.2M -55% 1.1% – 53 77.36% 0.5
TradeLink Capital
4131
TradeLink Capital
Illinois
$48.1M +$7.76M +19% 6.94% 73.7% 162 72.22% 0.4
CC
4132
Consector Capital
New York
$48.1M -$38.8M -45% 4.18% 0.05% 25 40% 0.8
FTB
4133
First Trust Bank
Bahamas
$47.8M +$14.5M +43% 18.9% 64.2% 9 22.22% 0.5
Blum Capital Partners
4134
Blum Capital Partners
California
$47.8M -$140M -75% 8.42% 47.9% 3 66.67% 1
Connective Capital Management
4135
Connective Capital Management
California
$47.7M -$1.06M -2% 7.78% 188% 43 69.77% 0.6
Portland Investment Counsel
4136
Portland Investment Counsel
Ontario, Canada
$47.1M -$6.5M -12% 0.69% 108% 38 21.05% 1.4
Alphadyne Asset Management
4137
Alphadyne Asset Management
New York
$47.1M +$40.4M +598% 3.39% 159% 15 93.33% 0.1
Pleiad Investment Advisors
4138
Pleiad Investment Advisors
Hong Kong
$46.5M – – 27.7% – 2 – 0
Tanaka Capital Management
4139
Tanaka Capital Management
New York
$46.4M +$6.91M +17% 3.31% – 94 41.49% 0.9
Mount Vernon Associates
4140
Mount Vernon Associates
Maryland
$45.7M +$2.59M +6% 7.23% 119% 53 0% 2.2
DRD
4141
Dennis R. Delaney
$44.8M – – 5.85% 84.3% 50 – 0
RAM
4142
Roumell Asset Management
Maryland
$43.2M -$6.12M -12% 2.04% 46.9% 12 8.33% 1.4
FBL Investment Management Services
4143
FBL Investment Management Services
Iowa
$43M +$570K +1% 1.3% 16.6% 25 8% 2
HMC
4144
Higher Moment Capital
Massachusetts
$42.9M -$7.91M -16% 0.18% 11.8% 4 50% 0.8
University of Chicago
4145
University of Chicago
Illinois
$42.7M +$2.05M +5% 0.04% 62.3% 4 0% 0.9
AmeriServ Wealth Advisors
4146
AmeriServ Wealth Advisors
Pennsylvania
$42.2M -$10.3M -20% 2.76% – 61 54.1% 1.7
OFG
4147
OTA Financial Group
New York
$41.6M – – 0.71% 320% 37 – 0.2
Meritech Capital Associates IV
4148
Meritech Capital Associates IV
California
$41.5M – – 1.62% – 2 – 0
KERN Cobalt Co-Invest Partners
4149
KERN Cobalt Co-Invest Partners
Alberta, Canada
$41.5M -$12.9M -24% 23.7% – 1 0% 2.5
PRHC
4150
P.R. Herzig & Co
New York
$41.5M +$1.59M +4% 7.29% 49.9% 51 23.53% 1.6