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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)
CEI
1851
Clark Estates Inc
New York
$626M +$20.3M +3% 1.78% 34.5% 106 32.08% 1.7
Harvest Fund Management
1852
Harvest Fund Management
China
$626M -$2.86M -0.5% 7.25% 327% 276 36.96% 0.7
Kite Lake Capital Management (UK)
1853
Kite Lake Capital Management (UK)
United Kingdom
$624M -$225M -26% 9.78% 337% 21 66.67% 0.1
Denali Advisors
1854
Denali Advisors
California
$624M -$21M -3% 2.88% 106% 310 28.39% 1.6
Valeo Financial Advisors
1855
Valeo Financial Advisors
Indiana
$623M +$14.1M +2% 1.58% 82.7% 1,662 18.29% 0.4
NAM
1856
North American Management
Massachusetts
$623M -$33.3M -5% 1.59% 61.7% 135 6.67% 3.4
Mount Lucas Management
1857
Mount Lucas Management
Pennsylvania
$622M +$43.1M +7% 2.36% 109% 114 35.09% 1.1
Hilton Capital Management
1858
Hilton Capital Management
New York
$621M -$41.4M -6% 0.4% 58.2% 177 32.2% 1.2
Adams Natural Resources Fund
1859
Adams Natural Resources Fund
Maryland
$621M -$47.2M -7% 5.31% 50.6% 58 29.31% 2.4
Mission Wealth Management
1860
Mission Wealth Management
California
$620M +$35.9M +6% 0.64% 92.1% 262 20.99% 1.6
IFLIT
1861
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$620M -$44.1M -7% 0.61% 45.7% 17 0% 2.7
ORIX Corp
1862
ORIX Corp
Japan
$620M -$83.3M -12% 11.9% 11.7% 1 0% 0.3
KLS Professional Advisors Group
1863
KLS Professional Advisors Group
New York
$619M +$118M +23% 1.21% 38% 26 26.92% 0.9
Waverly Advisors
1864
Waverly Advisors
Alabama
$619M -$82.4M -12% 0.89% 67.6% 403 57.32% 2.2
Baldwin Wealth Partners
1865
Baldwin Wealth Partners
Massachusetts
$618M -$23.9M -4% 0.19% 94.5% 531 16.01% 2.1
Dubuque Bank & Trust
1866
Dubuque Bank & Trust
Iowa
$618M -$42.4M -6% 1.42% 24% 791 22.88% 2
LCM
1867
Lomas Capital Management
New York
$617M +$121M +24% 1.26% 66.3% 35 40% 0.7
Grassi Investment Management
1868
Grassi Investment Management
California
$616M -$594K -0.1% 0.17% 170% 134 12.69% 3.8
Sompo Asset Management
1869
Sompo Asset Management
Japan
$616M -$67.6M -10% 2.6% 84.7% 95 9.47% 1
Strategic Financial Services
1870
Strategic Financial Services
New York
$615M -$17.4M -3% 0.74% 58.7% 122 14.75% 3.4
Acropolis Investment Management
1871
Acropolis Investment Management
Missouri
$615M -$38M -6% 1.44% 51% 157 11.46% 3.4
Foster & Motley
1872
Foster & Motley
Ohio
$614M -$12M -2% 1.77% 68.8% 230 9.13% 2.7
First Financial Bank - Trust Division
1873
First Financial Bank - Trust Division
Ohio
$613M +$6.51M +1% 1.35% 68.6% 181 9.39% 3.7
Acuta Capital Partners
1874
Acuta Capital Partners
California
$612M +$82.6M +16% 34.7% 7,269% 102 68.63% 0.7
Endeavour Capital Advisors
1875
Endeavour Capital Advisors
Connecticut
$612M +$366M +148% 1.57% 105% 48 39.58% 1.2