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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)
LLC
2176
Latimer Light Capital
New York
$419M -$606K -0.1% 6.05% 134% 25 60% 0.4
Mechanics Bank - Trust Department
2177
Mechanics Bank - Trust Department
California
$419M +$9.6M +2% 2.45% 76.8% 169 3.55% 2.5
Ecofin Advisors
2178
Ecofin Advisors
United Kingdom
$419M +$38.9M +10% 4.58% 77% 40 25% 1.3
CCMD
2179
Cypress Capital Management (Delaware)
Delaware
$418M +$25M +6% 2.98% 25.6% 128 17.19% 1.5
Glendon Capital Management
2180
Glendon Capital Management
California
$418M +$21.8M +5% 1.41% 142% 29 20.69% 1.6
Arrow Financial
2181
Arrow Financial
New York
$418M +$7.62M +2% 3.01% 66.5% 357 6.44% 3.2
SkyBridge Capital II
2182
SkyBridge Capital II
New York
$417M -$42.1M -9% 2.15% – 40 50% 0.9
CC
2183
Carbonado Capital
New York
$417M -$27.9M -6% 1.55% 62.2% 13 30.77% 0.9
Baltimore-Washington Financial Advisors
2184
Baltimore-Washington Financial Advisors
Maryland
$416M +$23.3M +6% 3.75% 80.6% 75 13.33% 2.5
SeaBridge Investment Advisors
2185
SeaBridge Investment Advisors
New Jersey
$416M -$568K -0.1% 1.24% 128% 271 7.01% 2.2
IMOV
2186
Investment Management of Virginia
Virginia
$416M +$8.52M +2% 4.88% 93.4% 142 3.52% 3
Kepos Capital
2187
Kepos Capital
New York
$415M +$145M +54% 2.03% 21.1% 10 10% 2.4
Segantii Capital Management
2188
Segantii Capital Management
Hong Kong
$415M -$192M -32% 4.3% 33.1% 395 89.87% 0.3
USA Financial Formulas
2189
USA Financial Formulas
Michigan
$415M -$753K -0.2% 6.22% 104% 355 70.42% 0.2
Stearns Financial Services Group
2190
Stearns Financial Services Group
North Carolina
$414M +$5.74M +1% 2.48% 26.1% 137 7.3% 3
Private Vista
2191
Private Vista
Illinois
$414M +$11.5M +3% 1.8% 10.1% 98 21.43% 0.8
Legacy Wealth Management (Tennessee)
2192
Legacy Wealth Management (Tennessee)
Tennessee
$414M +$15.4M +4% 2.56% 50.4% 10 0% 2.7
FNY Partners Fund
2193
FNY Partners Fund
New York
$413M -$461M -53% 3.41% – 1,648 81.01% 0.2
Yale University
2194
Yale University
Connecticut
$412M -$82.8M -17% 1.67% 33.7% 9 77.78% 0.5
NewSquare Capital
2195
NewSquare Capital
Pennsylvania
$412M -$7.5M -2% 2.21% 76.5% 334 8.98% 2.2
Modera Wealth Management
2196
Modera Wealth Management
New Jersey
$412M +$12.5M +3% 1.55% 68.2% 124 12.1% 2.2
AAM
2197
AO Asset Management
New York
$412M +$10.2M +3% 11.2% 127% 35 34.29% 0.6
Vestor Capital
2198
Vestor Capital
Illinois
$411M -$49M -11% 3.32% 188% 175 42.86% 2
Empirical Wealth Management
2199
Empirical Wealth Management
Washington
$411M +$9.5M +2% 1.1% 78.8% 138 12.32% 2.3
SCM
2200
Symons Capital Management
Pennsylvania
$410M +$5.92M +1% 3.34% 25.4% 82 37.8% 1.3