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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
$438M +$18.9M +5% 9.37% 134% 18 11.11% 0.6
Everence Capital Management
2177
Everence Capital Management
Indiana
$438M +$30.5M +7% 4.8% 108% 403 11.41% 2.4
Pegasus Partners
2178
Pegasus Partners
Wisconsin
$438M +$61.2M +16% 3.2% 32.6% 162 14.81% 1.2
SG
2179
Swarthmore Group
Pennsylvania
$437M +$4.45M +1% 4.12% 44.2% 58 44.83% 1
Algert Global
2180
Algert Global
California
$437M +$81.2M +23% 11.8% 194% 384 48.44% 0.6
CA
2181
Continental Advisors
Utah
$437M -$5.85M -1% 0.79% 73.6% 140 26.43% 1.9
GIM
2182
Greylin Investment Management
Virginia
$437M +$3.14M +0.7% 2.72% 52.1% 83 21.69% 2.6
SM
2183
SG3 Management
Puerto Rico
$435M +$35.7M +9% 4.81% 38.7% 291 73.2% 0.2
Dorsey Wright & Associates
2184
Dorsey Wright & Associates
California
$434M +$109M +34% 15.2% 311% 163 34.36% 0.6
Empirical Wealth Management
2185
Empirical Wealth Management
Washington
$433M +$22.5M +5% 1.7% 78.8% 141 9.22% 2.4
Beach Point Capital Management
2186
Beach Point Capital Management
California
$433M +$22.6M +5% 4.89% 84.1% 26 34.62% 1.2
Shepherd Financial Partners
2187
Shepherd Financial Partners
Massachusetts
$431M +$21M +5% 3.69% 78% 118 15.25% 0.6
Glendon Capital Management
2188
Glendon Capital Management
California
$430M +$12.4M +3% 0.98% 142% 28 3.57% 1.8
Clearwater Capital Advisors
2189
Clearwater Capital Advisors
Illinois
$430M +$37.5M +10% 3.27% 44.7% 172 9.3% 1
RK Capital Management (Colorado)
2190
RK Capital Management (Colorado)
Colorado
$429M -$67.9M -14% 12.2% 89% 57 28.07% 1.9
AP
2191
Archon Partners
New Jersey
$429M -$1.48M -0.3% 3.17% 86% 63 15.87% 2.7
Regal Investment Advisors
2192
Regal Investment Advisors
Michigan
$429M +$25M +6% 3.5% 64.7% 294 16.33% 2.4
Oakwood Capital Management
2193
Oakwood Capital Management
California
$428M +$22.8M +6% 2.46% 72.7% 77 12.99% 2.9
SeaBridge Investment Advisors
2194
SeaBridge Investment Advisors
New Jersey
$428M +$12.3M +3% 3.38% 128% 279 13.26% 2.4
Cutler Investment Counsel
2195
Cutler Investment Counsel
Oregon
$428M +$27.5M +7% 3.91% 56.2% 91 13.19% 2.4
First Reserve GP XI
2196
First Reserve GP XI
Connecticut
$428M -$5.81M -1% 3.46% 26.4% 3 33.33% 3.8
Belpointe Asset Management
2197
Belpointe Asset Management
Nevada
$427M – – 6.02% 80.1% 419 – 0
SD
2198
Sumway Development
China
$427M +$19.2M +5% 13.2% – 14 21.43% 1
AC
2199
Asturias Capital
New York
$426M +$145M +52% 7.48% 94.2% 19 36.84% 0.5
Zevin Asset Management
2200
Zevin Asset Management
Massachusetts
$426M +$29.4M +7% 4.06% 71.7% 132 11.36% 2.5