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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)
LCP
4126
Longhorn Capital Partners
Texas
$83.4M +$2.09M +3% 2.57% 30.2% 1 0% 4
Aegis Financial
4127
Aegis Financial
Virginia
$83.2M -$10.7M -11% 3.12% 266% 30 10% 2.7
KCS
4128
Koonce Calvin Scott
$83.1M +$7.72M +10% 10.2% 67.9% 1 0% 2.5
Glade Brook Capital Partners
4129
Glade Brook Capital Partners
Connecticut
$82.9M -$22.2M -21% 21.1% – 1 0% 0.3
BCM
4130
Blockhouse Capital Management
New York
$82.6M -$95.2M -54% 2.97% – 24 62.5% 0.2
Fiduciary Wealth Partners
4131
Fiduciary Wealth Partners
Massachusetts
$81.7M -$16.9M -17% 3.47% – 14 21.43% 1.5
DUMAC Inc
4132
DUMAC Inc
North Carolina
$81.7M -$26M -24% 12.6% – 58 36.21% 0.4
Black Diamond Capital Management
4133
Black Diamond Capital Management
Connecticut
$81.6M +$6.31M +8% 6.87% 28.3% 3 33.33% 2.3
HGI Capital Management
4134
HGI Capital Management
New York
$81.5M +$13.5M +20% 0.46% 47% 32 59.38% 0.4
Gratry & Company
4135
Gratry & Company
Ohio
$81.4M -$171K -0.2% 6.9% 44.3% 97 30.93% 1
Alken Asset Management
4136
Alken Asset Management
United Kingdom
$81.3M -$2.83M -3% 0.55% 2.19% 15 86.67% 0
Caldwell & Orkin
4137
Caldwell & Orkin
Georgia
$80.6M -$98.8M -55% 6.69% 137% 103 64.08% 0.5
Technology Crossover Management VI
4138
Technology Crossover Management VI
California
$80.5M -$4.7M -6% 18.1% 25.5% 1 0% 4
HealthInvest Partners
4139
HealthInvest Partners
Sweden
$80.2M +$15M +23% 8.82% – 15 60% 1
Moody Aldrich Partners
4140
Moody Aldrich Partners
Massachusetts
$80.2M +$21.8M +37% 4.12% 336% 108 29.63% 0.7
ICM Asset Management
4141
ICM Asset Management
Washington
$79.8M +$539K +0.7% 2.89% 58.9% 61 16.39% 1.7
NVIM
4142
New Vernon Investment Management
Illinois
$79.4M +$2.7M +4% 3.91% 83.1% 53 20.75% 1.5
ADGIPS2
4143
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$79.3M – – 1.71% – 144 – 0
Americafirst Capital Management
4144
Americafirst Capital Management
California
$79.3M -$4.38M -5% 1.71% 32.9% 236 69.49% 0.2
Kessler Investment Group
4145
Kessler Investment Group
Indiana
$79.3M +$1.07M +1% 0.62% 251% 115 33.91% 1.9
Kathryn A. Hall
4146
Kathryn A. Hall
$79.2M -$7.61M -9% 8.65% 95.2% 8 37.5% 1.9
Cetera Investment Management
4147
Cetera Investment Management
California
$79.1M -$8.18M -9% 1.22% – 103 17.48% 1.2
SSP
4148
Sapphire Star Partners
Washington
$79M -$8.79M -10% 3.99% 47.4% 98 30.61% 0.8
Legacy Advisors
4149
Legacy Advisors
Pennsylvania
$78.4M +$4.33M +6% 2.17% – 223 16.14% 0.5
PAI
4150
ProQuest Associates IV
Florida
$78.2M -$254M -76% 24.4% 113% 5 40% 1.5