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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)
Birch Grove Capital
5251
Birch Grove Capital
New York
$80.7M -$54M -40% 0.78% 2.66% 26 46.15% 0.6
Trust Investment Advisors
5252
Trust Investment Advisors
Indiana
$80.3M +$3M +4% 11.1% 178% 79 10.13% 3.1
Hartree Partners
5253
Hartree Partners
New York
$80.2M +$11.5M +17% 11.7% 138% 40 70% 0.2
GBA
5254
Garrison Bradford & Associates
New York
$79.7M +$6.41M +9% 14.1% 63.5% 57 7.02% 3.5
Lucerne Capital Management
5255
Lucerne Capital Management
Connecticut
$79.2M -$99M -56% 4.67% – 2 0% 1.5
NovaQuest Capital Management
5256
NovaQuest Capital Management
North Carolina
$79.2M +$40.9M +107% 143% 45.1% 2 0% 2
Appleton Group
5257
Appleton Group
Wisconsin
$78.8M -$7.33M -9% 7.14% 58.3% 35 22.86% 2.5
Massachusetts Institute of Technology
5258
Massachusetts Institute of Technology
Massachusetts
$78.7M -$15.4M -16% 4.05% 35.7% 6 50% 0.8
MHI Funds
5259
MHI Funds
New York
$78.5M -$7.44M -9% 6.75% – 62 45.16% 1.4
Falcon Point Capital
5260
Falcon Point Capital
California
$78.5M -$104M -57% 16.2% 119% 118 16.1% 1.9
Wheatland Advisors
5261
Wheatland Advisors
Pennsylvania
$78.5M -$31.7M -29% 6.21% 30.5% 100 14% 4.8
Recurrent Investment Advisors
5262
Recurrent Investment Advisors
Texas
$78.4M – – 0.1% 99.7% 44 – 0
SC XII Management
5263
SC XII Management
California
$78.3M -$100M -56% 2.71% 73.4% 1 0% 4.3
Coe Capital Management
5264
Coe Capital Management
Illinois
$78.2M -$12.1M -13% 8.64% 84.4% 83 16.87% 3.8
Miller Equity Capital Advisors
5265
Miller Equity Capital Advisors
Texas
$78.1M – – 6.55% 23.7% 40 – 0
DRD
5266
Dennis R. Delaney
$78M +$4.44M +6% 7.17% 84.3% 50 4% 3.4
Axel Capital Management
5267
Axel Capital Management
New York
$78M -$63.3M -45% 8.71% 194% 19 68.42% 1.4
FSI Group
5268
FSI Group
Ohio
$78M +$5.49M +8% 13.8% 44.1% 40 25% 1.3
Guild Investment Management
5269
Guild Investment Management
California
$77.9M +$5.48M +8% 8.15% 101% 60 48.33% 0.7
J. Arnold Wealth Management
5270
J. Arnold Wealth Management
Ohio
$77.9M – – 9.23% 46.2% 82 – 0
Asia Research & Capital Management
5271
Asia Research & Capital Management
Hong Kong
$77.5M +$74M +2,113% 11.9% – 4 50% 0.5
Apexium Financial
5272
Apexium Financial
Texas
$77.4M – – 8.18% 89.6% 79 – 0.2
Raine Capital
5273
Raine Capital
New York
$77.3M -$1.25M -2% 8.48% 119% 10 10% 1.8
Arch Venture Management
5274
Arch Venture Management
Illinois
$76.7M -$14.6M -16% 3.99% 228% 6 33.33% 0.7
Stone House Capital Management
5275
Stone House Capital Management
Florida
$76.4M +$23.2M +44% 27.8% 151% 3 66.67% 1.3