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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)
IP
6376
Invenire Partners
Connecticut
$65.4M -$9.9M -13% 3.15% – 36 47.22% 0.5
SBK Financial
6377
SBK Financial
Virginia
$65.1M -$11.4M -15% 5.91% – 69 10.14% 0.7
Lewis Capital Management
6378
Lewis Capital Management
California
$65.1M -$4.93M -7% 5.3% – 60 5% 0.7
Wedgewood Investors
6379
Wedgewood Investors
Pennsylvania
$65M -$5.71M -8% 2.88% – 90 7.78% 6.9
Navis Wealth Advisors
6380
Navis Wealth Advisors
New York
$64.8M -$28.6M -31% 3.74% 107% 99 21.21% 1.5
LDFO
6381
Louis-Dreyfus Family Office
Connecticut
$64.7M -$9.7M -13% 8.57% – 6 16.67% 0.7
BAM
6382
Bosun Asset Management
Illinois
$64.7M -$7.98M -11% 4.88% 278% 76 35.53% 0.6
Yarra Square Partners
6383
Yarra Square Partners
New York
$64.4M -$15M -19% 1.83% 55.9% 20 10% 1.1
Stringer Asset Management
6384
Stringer Asset Management
Tennessee
$64.2M +$17.5M +38% 4.6% 16.4% 36 47.22% 1.5
OUP Management Company
6385
OUP Management Company
Pennsylvania
$64.2M -$8.44M -12% 1.12% – 15 0% 0.8
Oaktree Fund Advisors
6386
Oaktree Fund Advisors
California
$64.2M +$7.22M +13% 3.88% 132% 39 2.56% 0.5
General Equity Holdings
6387
General Equity Holdings
New York
$64.2M -$16.3M -20% 3.51% 775% 14 35.71% 0.8
Aristotle Pacific Capital
6388
Aristotle Pacific Capital
California
$64.1M -$73M -53% 1.53% 1.84% 12 50% 1.4
Private Wealth Group
6389
Private Wealth Group
Florida
$64M -$16.8M -21% 5.13% 52.9% 42 4.76% 2.5
Canaan Partners X
6390
Canaan Partners X
California
$63.8M +$5.96M +10% 11.6% 55.4% 3 33.33% 1.9
Ativo Capital Management
6391
Ativo Capital Management
Illinois
$63.7M -$84.8M -57% 7.84% 63.8% 128 66.41% 2.1
USA Financial Formulas
6392
USA Financial Formulas
Michigan
$63.5M -$16.6M -21% 2.06% 104% 454 31.06% 1.5
BVLP
6393
Bailey Value Limited Partnership
Massachusetts
$63.4M -$13.1M -17% 7.95% – 11 9.09% 0.8
MPEM
6394
Marathon Partners Equity Management
New York
$63.4M +$1.6M +3% 12% – 23 43.48% 1.6
Sage Investment Advisers
6395
Sage Investment Advisers
New York
$63.3M -$536K -0.8% 4.49% – 63 11.11% 0.7
Coastwise Capital Group
6396
Coastwise Capital Group
California
$63.3M -$18.8M -23% 5.4% 88.8% 107 17.76% 0.5
Udine Wealth Management
6397
Udine Wealth Management
Florida
$63.3M +$8.11M +15% 3.39% 127% 19 47.37% 0.4
FGIM
6398
First Growth Investment Manager
California
$63.2M -$14.1M -18% 2.35% – 34 14.71% 1.2
Madryn Asset Management
6399
Madryn Asset Management
New York
$63.2M -$12.8M -17% 12.2% – 4 0% 0.8
Commons Capital
6400
Commons Capital
Massachusetts
$63.2M -$3M -5% 1.18% 137% 96 13.54% 0.7