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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)
Strategic Financial Services
2151
Strategic Financial Services
New York
$368M +$9.6M +3% 3.56% 58.7% 99 8.08% 1.3
Adell Harriman & Carpenter
2152
Adell Harriman & Carpenter
Texas
$367M +$3.33M +0.9% 1.73% 176% 143 16.78% 1.3
Arrow Financial
2153
Arrow Financial
New York
$367M +$6.26M +2% 4.92% 66.5% 425 19.29% 1.3
BTR Capital Management
2154
BTR Capital Management
California
$367M +$4.38M +1% 4.35% 35% 143 12.59% 1.3
SIA
2155
Spruce Investment Advisors
Connecticut
$367M -$18.2M -5% 1.51% 23.5% 32 21.88% 0.6
Margaret A Cargill Foundation
2156
Margaret A Cargill Foundation
Minnesota
$364M -$72.9M -17% 2.79% 42.6% 1 0% 1
RCM
2157
Rockshelter Capital Management
Pennsylvania
$364M -$9.49M -3% 4.39% 31.2% 35 20% 0.6
IAA
2158
Ironsides Asset Advisors
North Carolina
$364M +$18.9M +5% 9.13% 49.3% 178 23.03% 0.4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
2159
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$364M – – 0.8% 79.4% 31 – 0
VHCP Management
2160
VHCP Management
New York
$364M +$141M +63% 34.7% 234% 22 27.27% 0.7
GHP Investment Advisors
2161
GHP Investment Advisors
Colorado
$363M +$24M +7% 5.82% 81.4% 285 12.98% 1.3
Global Atlantic Investment Advisors
2162
Global Atlantic Investment Advisors
Indiana
$363M – – 3.38% – 9 – 0
GMCM
2163
Gruber & McBaine Capital Management
California
$363M +$7.68M +2% 7.49% – 226 26.55% 0.9
Parthenon LLC
2164
Parthenon LLC
Kentucky
$363M +$16.5M +5% 5.18% 93.3% 105 10.48% 1.2
Kelso & Company
2165
Kelso & Company
New York
$362M -$1.5M -0.4% 0.41% – 1 0% 1
MCF Advisors
2166
MCF Advisors
Kentucky
$362M +$22.8M +7% 2.11% 50.2% 470 14.04% 1.2
SCI
2167
Seneca Capital Investments
New York
$362M -$94.7M -21% 6.65% – 59 45.76% 0.6
13D Management
2168
13D Management
New York
$362M +$41.3M +13% 8.98% 157% 39 30.77% 0.7
USCA RIA
2169
USCA RIA
Texas
$362M +$33.9M +10% 2.01% 60.6% 376 27.39% 0.9
BC
2170
Bruce & Co
Illinois
$362M +$2.68M +0.7% 3.69% 94.5% 54 3.7% 1.3
1834 Investment Advisors
2171
1834 Investment Advisors
Wisconsin
$362M -$1.03M -0.3% 3.96% 68.7% 168 12.5% 1.3
Mangrove Partners
2172
Mangrove Partners
Connecticut
$362M +$16.1M +5% 3.26% 185% 48 37.5% 0.6
JEW
2173
Jamison Eaton & Wood
New Jersey
$361M +$1.92M +0.5% 4.75% – 118 8.47% 1.3
Kathryn A. Hall
2174
Kathryn A. Hall
$360M -$25.1M -7% 0.85% 95.2% 71 84.51% 0.1
Coldstream Capital Management
2175
Coldstream Capital Management
Washington
$359M +$7.36M +2% 4.01% 71% 220 19.55% 1.1