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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)
TCM
4401
TAM Capital Management
Connecticut
$97.8M -$8.01M -8% 4.66% 4.15% 12 58.33% 0.4
PI
4402
Pachira Investments
California
$97.6M -$22.2M -19% 4.89% 82.3% 13 23.08% 1
Waterstone Capital Management
4403
Waterstone Capital Management
Minnesota
$97.5M -$12.9M -12% 1.61% 23.4% 15 26.67% 1.9
Western Asset Management Company
4404
Western Asset Management Company
California
$97.3M -$141M -59% 0.01% 2.29% 24 37.5% 0.7
Washington Capital Management
4405
Washington Capital Management
Washington
$97.3M -$2.36M -2% 2.72% 81.8% 110 16.36% 2.2
First Commonwealth Financial Corp
4406
First Commonwealth Financial Corp
Pennsylvania
$97.2M +$2.52M +3% 3.84% 72.9% 127 7.87% 2.8
Pacific Sun Financial
4407
Pacific Sun Financial
California
$97.1M +$21.3M +28% 5.53% 70.3% 132 25% 0.2
EDMP Inc
4408
EDMP Inc
Florida
$97M -$4.12M -4% 3.37% 78% 61 13.11% 3.3
GIM
4409
Greenwich Investment Management
Connecticut
$96.9M +$12.7M +15% 4.84% – 68 14.71% 1.8
WESPAC Advisors
4410
WESPAC Advisors
California
$96.9M -$66.8M -41% 3.1% 112% 159 43.4% 1
venBio Partners
4411
venBio Partners
California
$96.9M -$65.3M -40% 13.7% 564% 4 0% 0.4
SSP
4412
Sapphire Star Partners
Washington
$96.9M +$6.39M +7% 7.67% 47.4% 124 17.74% 1.1
Trustees of Princeton University
4413
Trustees of Princeton University
New Jersey
$96.4M +$29.5M +44% 10% – 14 85.71% 0.1
All-Stars Investment
4414
All-Stars Investment
Hong Kong
$96.4M +$6.78M +8% 2.3% 41.7% 10 40% 0.8
Independence Wealth Advisors
4415
Independence Wealth Advisors
Virginia
$96.3M -$11.9M -11% 0.15% 34.1% 26 23.08% 0.5
Equinox Partners Investment Management
4416
Equinox Partners Investment Management
Connecticut
$96.2M +$2.55M +3% 6.57% 241% 9 0% 0.7
Clifford Capital Partners
4417
Clifford Capital Partners
Utah
$96.2M +$1.43M +2% 4.04% 77.3% 35 17.14% 0.5
Trustco Bank (New York)
4418
Trustco Bank (New York)
New York
$96.2M -$2.14M -2% 1.12% 131% 69 1.45% 3.7
Meritech Capital Associates IV
4419
Meritech Capital Associates IV
California
$96M -$88.1M -48% 28.4% – 4 50% 1
Godshalk Welsh Capital Management
4420
Godshalk Welsh Capital Management
Pennsylvania
$95.5M +$2.8M +3% 4.24% 61.1% 113 7.96% 3
Cypress Capital Management (Wyoming)
4421
Cypress Capital Management (Wyoming)
Wyoming
$95.3M +$8.13M +9% 5.39% 161% 359 24.51% 1.6
Camarda Financial Advisors
4422
Camarda Financial Advisors
Florida
$95.2M -$1.52M -2% 0.72% 196% 195 19.49% 2.1
Gunma Bank
4423
Gunma Bank
Japan
$95M +$4.5M +5% 5.03% 24.5% 9 0% 2.3
Pring Turner Capital Group
4424
Pring Turner Capital Group
California
$94.6M -$1.65M -2% 2.49% 70.8% 48 4.17% 2.2
StepStone Group
4425
StepStone Group
California
$94.3M -$41.6M -31% 7.41% 107% 8 50% 1.7