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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)
TMC
4526
Trellus Management Company
Florida
$69.1M +$1.33M +2% 3.87% 268% 80 51.25% 1.1
Clear Investment Research
4527
Clear Investment Research
Georgia
$69.1M -$83.7M -55% 1.93% 48.5% 458 86.9% 0.3
Makena Capital Management
4528
Makena Capital Management
California
$68.8M -$6.9M -9% 0.23% 78.7% 16 0% 2.9
Boardman Bay Capital Management
4529
Boardman Bay Capital Management
New York
$68.4M +$1.48M +2% 12.5% 145% 62 46.77% 0.9
CTC (Chicago Trading Company)
4530
CTC (Chicago Trading Company)
Illinois
$68.3M +$6.82M +11% 5.3% 192% 42 14.29% 0.8
Oasis Management Company
4531
Oasis Management Company
Cayman Islands
$68.3M +$5.27M +8% 1.23% 368% 19 52.63% 0.6
Mount Vernon Associates
4532
Mount Vernon Associates
Maryland
$67.9M +$3.76M +6% 8.61% 119% 57 10.53% 3.9
BRA
4533
Blue Rock Advisors
Minnesota
$67.8M +$28.5M +72% 3.28% – 88 47.73% 0.2
Alethea Capital Management
4534
Alethea Capital Management
Washington
$66.7M +$8.16M +14% 4.12% 275% 99 64.65% 0.9
Deer VII & Co
4535
Deer VII & Co
New York
$66.7M -$17.1M -20% 6.26% 241% 4 0% 2.5
Kaleidoscope Capital
4536
Kaleidoscope Capital
Massachusetts
$66.6M +$2.57M +4% 4.28% – 3 0% 0.8
NuWave Investment Management
4537
NuWave Investment Management
New Jersey
$66.3M -$10.3M -13% 5.59% 26.4% 440 16.14% 1.3
Terra Nova Asset Management
4538
Terra Nova Asset Management
New York
$66.1M +$8.15M +14% 8.17% 172% 64 29.69% 1.6
ZPR Investment Management
4539
ZPR Investment Management
Florida
$66M -$8.68M -12% 0.32% 14.7% 102 52.94% 0.5
Axon Capital
4540
Axon Capital
New York
$65.6M -$12.2M -16% 3.88% – 14 28.57% 1.3
BOIA
4541
Bush ODonnell Investment Advisors
Missouri
$65.2M +$6.02M +10% 10% 45.9% 26 3.85% 4.3
Andesa Financial Management
4542
Andesa Financial Management
Pennsylvania
$65.2M +$3.28M +5% 7.53% 73.6% 64 15.63% 0.6
SCHF (GPE)
4543
SCHF (GPE)
Wyoming
$65.1M +$25.5M +64% 64.3% – 1 0% 0.3
FC
4544
Fayerweather Charles
$64.8M +$2.29M +4% 10.5% 47.5% 55 7.27% 3.7
Waterstone Capital Management
4545
Waterstone Capital Management
Minnesota
$64.7M -$32.8M -34% 3.6% 23.4% 13 38.46% 1.5
BIM
4546
Beach Investment Management
Pennsylvania
$64.1M +$3.58M +6% 8.82% 18.9% 45 31.11% 1.7
GeoSphere Capital Management
4547
GeoSphere Capital Management
Florida
$63.9M +$46.7M +271% 2.34% 446% 42 52.38% 0.6
TG
4548
TLP Group
Illinois
$63.3M -$2.59M -4% 4.77% 42.7% 597 61.81% 0.5
Wedgewood Investors
4549
Wedgewood Investors
Pennsylvania
$63.1M +$4.59M +8% 7.81% – 88 7.95% 4.2
Castle Rock Wealth Management
4550
Castle Rock Wealth Management
California
$62.9M -$10.4M -14% 5.72% 115% 137 29.2% 0.5