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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)
Hara Capital
6151
Hara Capital
Washington
$200M +$20.7M +12% 23% 65.4% 325 12.62% 1.5
Main Line Retirement Advisors
6152
Main Line Retirement Advisors
Montana
$200M +$2.71M +1% 0.81% 47.6% 48 4.17% 1.9
Soviero Asset Management
6153
Soviero Asset Management
New York
$200M -$8.57M -4% 14.7% 676% 92 67.39% 0.3
Ravenstone Capital Management
6154
Ravenstone Capital Management
$200M -$19M -9% 7.98% 63% 58 32.76% 2.3
Freshford Capital Management
6155
Freshford Capital Management
New York
$200M -$49.1M -20% 8.47% 97.3% 24 45.83% 0.7
AGP Franklin
6156
AGP Franklin
Tennessee
$200M -$13M -6% 1.94% – 104 25.96% 0.8
Guinness Atkinson Asset Management
6157
Guinness Atkinson Asset Management
California
$200M -$12.1M -6% 3.16% 148% 126 4.76% 5.4
Constitution Capital
6158
Constitution Capital
Connecticut
$200M -$11.4M -5% 0.04% 91.1% 67 13.43% 3.7
Note Advisors
6159
Note Advisors
New York
$200M +$5.14M +3% 0.52% – 86 5.81% 1.1
Nordflint Capital Partners Fondsmaeglerselskab
6160
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$200M +$16.3M +9% 52.6% – 1 0% 1.3
Bellevue Asset Management
6161
Bellevue Asset Management
Washington
$200M -$109M -35% 6.71% 56.7% 503 29.42% 4.7
LRZ Capital
6162
LRZ Capital
Florida
$200M -$21.7M -10% 11.8% – 19 21.05% 0.2
Allen Wealth Management
6163
Allen Wealth Management
North Carolina
$200M +$33.6M +20% 8.48% 60.3% 63 11.11% 1.8
Kerusso Capital Management
6164
Kerusso Capital Management
North Carolina
$200M -$16.6M -8% 3.74% – 56 10.71% 1.4
Tandem Capital Management
6165
Tandem Capital Management
New Jersey
$200M -$20.1M -9% 3.99% 128% 120 12.5% 3.7
Charter Capital Management
6166
Charter Capital Management
Wisconsin
$200M +$6.06M +3% 0.77% – 71 11.27% 0.6
Arena Capital Advisors
6167
Arena Capital Advisors
California
$200M +$34.3M +21% 2.63% 127% 25 32% 1.5
SF
6168
Sun Financial
Utah
$200M +$20.2M +11% 1.22% – 164 7.32% 0.2
Beech Hill Advisors
6169
Beech Hill Advisors
New York
$200M -$9.3M -4% 3.6% 117% 96 3.13% 5.4
Fortis Advisors
6170
Fortis Advisors
Pennsylvania
$200M +$15.2M +8% 4.63% 72.8% 138 25.36% 3
Fairfield University
6171
Fairfield University
Connecticut
$200M +$1.05M +0.5% 3.67% 61.9% 4 25% 6.4
Sitrin Capital Management
6172
Sitrin Capital Management
California
$200M -$11.2M -5% 1.55% 139% 41 12.2% 4.7
Friedenthal Financial
6173
Friedenthal Financial
New Jersey
$199M +$5.01M +3% 2.76% 105% 327 48.62% 1.9
Northern Capital Management (Washington)
6174
Northern Capital Management (Washington)
Washington
$199M +$10.2M +5% 3.5% 90.9% 54 9.26% 2.9
Brooks Moore & Associates
6175
Brooks Moore & Associates
Tennessee
$199M -$4.01M -2% 2.54% 63.7% 115 13.04% 4.4