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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)
AREX Capital Management
7051
AREX Capital Management
New York
$87.5M -$1.74M -2% 12% 36.2% 13 23.08% 1.4
Guild Investment Management
7052
Guild Investment Management
California
$87.5M +$9.25M +12% 8.29% 101% 62 38.71% 1.7
Arena Capital Advisors
7053
Arena Capital Advisors
California
$87.4M +$24.1M +38% 8.02% 124% 40 12.5% 1.7
Barington Capital Group
7054
Barington Capital Group
New York
$87.3M -$14.2M -14% 14.5% 71.1% 14 14.29% 1.9
Exos Asset Management
7055
Exos Asset Management
New York
$87.3M -$81.8M -48% 1.15% – 193 29.53% 0.4
Navis Wealth Advisors
7056
Navis Wealth Advisors
New York
$87.2M +$3.88M +5% 4.35% 107% 98 2.04% 2.2
Sender Company & Partners
7057
Sender Company & Partners
New York
$87.1M +$28.9M +50% 4.26% 69.8% 55 70.91% 0.2
CP
7058
CPV Partners
Connecticut
$87.1M -$46.9M -35% 13.3% 105% 5 0% 2.8
Cowbird Capital
7059
Cowbird Capital
New York
$87M -$15.8M -15% 6.17% 21.3% 17 52.94% 0.9
New Covenant Trust Company
7060
New Covenant Trust Company
Indiana
$87M -$13.1M -13% 3.7% – 420 82.14% 0.2
CCA
7061
Covey Capital Advisors
Georgia
$86.7M +$3.89M +5% 1.54% 118% 38 5.26% 3.7
Verdad Advisers
7062
Verdad Advisers
Massachusetts
$86.6M -$5.28M -6% 1.74% – 163 42.33% 0.5
Talisman Wealth Advisors
7063
Talisman Wealth Advisors
New Jersey
$86.5M +$7M +9% 3.13% 70.8% 98 10.2% 1.2
Oslo Asset Management AS
7064
Oslo Asset Management AS
Norway
$86.5M +$3.99M +5% 7.08% 82.7% 10 20% 2.3
Soditic Asset Management
7065
Soditic Asset Management
United Kingdom
$86.3M +$1.87M +2% 3.67% 23.4% 12 16.67% 2.6
Wealthspring Capital
7066
Wealthspring Capital
New York
$86M +$1.39M +2% 1.11% 24.1% 85 38.82% 0.5
JCP
7067
Jennifer C. Price
$85.9M -$20.1M -19% 4.52% – 43 25.58% 1.7
Members Capital Advisors Inc
7068
Members Capital Advisors Inc
Wisconsin
$85.9M +$50.5M +143% 0.14% – 29 3.45% 3.6
Syncona Portfolio
7069
Syncona Portfolio
Guernsey
$85.9M -$64.2M -43% 44.1% 6.19% 3 33.33% 1.7
Marathon Strategic Advisors
7070
Marathon Strategic Advisors
Pennsylvania
$85.6M +$3.43M +4% 0.3% 110% 52 67.31% 0.2
Boyce & Associates Wealth Consulting
7071
Boyce & Associates Wealth Consulting
Texas
$85.1M +$7.67M +10% 1.33% 58.2% 69 17.39% 1.3
Summit Investment Advisory Services
7072
Summit Investment Advisory Services
Minnesota
$85.1M -$83.9M -50% 1.91% 68.3% 96 87.5% 0.4
Dai-ichi Life Holdings
7073
Dai-ichi Life Holdings
Japan
$84.9M +$3.36M +4% 0.6% – 22 27.27% 0.2
City Center Advisors LLC
7074
City Center Advisors LLC
Michigan
$84.9M $0 0% 0.57% – 157 0% 0.3
Evoke Wealth
7075
Evoke Wealth
California
$84.8M -$3.29B -97% 2.08% 65.2% 413 77.48% 1.6