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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)
CIA
5001
Cape Investment Advisory
Georgia
$179M +$14.9M +9% 6.74% 72.5% 994 11.57% 0.2
IA Venture Strategies Fund II
5002
IA Venture Strategies Fund II
New York
$179M -$112M -38% 2.54% 375% 2 0% 1.5
Fusion Capital
5003
Fusion Capital
South Carolina
$179M +$4.23M +2% 6.49% 100% 75 5.33% 2.4
Eagle Capital Management (Louisiana)
5004
Eagle Capital Management (Louisiana)
Louisiana
$179M +$25.8M +17% 8.94% 103% 33 3.03% 5
Pinpoint Asset Management
5005
Pinpoint Asset Management
Hong Kong
$179M -$195M -52% 3.73% 185% 92 65.22% 0.4
Amtrust Financial Services
5006
Amtrust Financial Services
New York
$179M -$13.5M -7% 5.48% 61.9% 19 21.05% 2.1
Kaizen Capital Partners
5007
Kaizen Capital Partners
Hong Kong
$179M +$9.5M +6% 8.45% – 10 60% 0.3
Luken Investment Analytics
5008
Luken Investment Analytics
Tennessee
$179M +$8.53M +5% 4.76% 47.6% 151 12.58% 1.6
American Trust Investment Advisors
5009
American Trust Investment Advisors
New Hampshire
$179M +$12.4M +7% 8.07% 91% 84 8.33% 3.5
Running Point Capital Advisors
5010
Running Point Capital Advisors
California
$179M +$13.5M +8% 5.72% 52.1% 157 9.55% 1.7
Bond Capital Management
5011
Bond Capital Management
California
$179M -$4.99M -3% 0.79% 47.5% 5 0% 1.3
Omega Fund Management
5012
Omega Fund Management
Massachusetts
$178M +$25.2M +16% 35% 106% 14 14.29% 2.7
LSP Investment Advisors
5013
LSP Investment Advisors
New York
$178M +$323K +0.2% 4.06% 79.5% 26 19.23% 1.7
Harbert Fund Advisors
5014
Harbert Fund Advisors
Alabama
$178M +$27.1M +18% 8.74% 70.8% 59 42.37% 1.2
WAM
5015
Westport Asset Management
Connecticut
$178M +$11.7M +7% 8.08% 64.2% 72 2.78% 5.9
Campbell Capital Management
5016
Campbell Capital Management
Florida
$178M +$48.2M +37% 10% – 47 34.04% 1.8
Adaptive Financial Consulting
5017
Adaptive Financial Consulting
Ohio
$178M -$6.87M -4% 3.38% 33.4% 18 11.11% 3
Davis Rea
5018
Davis Rea
Ontario, Canada
$178M +$12.4M +7% 8.78% 66.9% 44 15.91% 5.6
Columbia Trust
5019
Columbia Trust
Oregon
$178M +$4.93M +3% 7.74% 36% 135 11.11% 2.8
HSC
5020
Harbor Spring Capital
New York
$178M -$70.4M -28% 13.6% – 23 34.78% 1.2
BC
5021
Belmont Capital
California
$178M +$57.2M +47% 18.3% 182% 176 26.14% 1.2
Triton Wealth Management
5022
Triton Wealth Management
Arizona
$178M +$14.9M +9% 7.62% – 87 13.79% 2.3
Sitrin Capital Management
5023
Sitrin Capital Management
California
$178M +$12.9M +8% 10.7% 139% 40 5% 3.3
IronBridge Private Wealth
5024
IronBridge Private Wealth
Texas
$178M +$21.5M +14% 10.1% 122% 45 53.33% 0.8
Lazari Capital Management
5025
Lazari Capital Management
California
$178M – – 13% 145% 128 – 0