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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)
Pacific Global Investment Management
2201
Pacific Global Investment Management
California
$461M +$17.8M +4% 8.36% 48% 234 9.4% 3.2
SeaBridge Investment Advisors
2202
SeaBridge Investment Advisors
New Jersey
$460M +$31.8M +7% 5.96% 128% 271 11.44% 2.6
JLB & Associates
2203
JLB & Associates
Michigan
$460M +$50.5M +12% 7.07% 69.5% 73 4.11% 3.6
AP
2204
Archon Partners
New Jersey
$459M +$30.2M +7% 5.92% 86% 66 24.24% 2.7
Claret Asset Management
2205
Claret Asset Management
Quebec, Canada
$458M – – 6.49% 73.3% 162 – 0
Chemung Canal Trust
2206
Chemung Canal Trust
New York
$458M +$19M +4% 7.28% 80.9% 130 10.77% 3.2
Klingman & Associates
2207
Klingman & Associates
New York
$458M +$51.1M +13% 3.89% 64.9% 117 22.22% 2
Guardian Life Insurance
2208
Guardian Life Insurance
New York
$457M -$192M -30% 4.08% – 531 2.64% 3.7
Bank Hapoalim BM
2209
Bank Hapoalim BM
Israel
$457M +$17M +4% 4.75% 76.6% 228 17.98% 2.2
Belpointe Asset Management
2210
Belpointe Asset Management
Nevada
$457M +$29.1M +7% 4.39% 80.1% 510 27.84% 0.2
SCM
2211
Schneider Capital Management
Pennsylvania
$456M -$100M -18% 0.36% 52.5% 59 28.81% 2.3
Everence Capital Management
2212
Everence Capital Management
Indiana
$456M +$18.1M +4% 7.41% 108% 447 20.13% 2.3
Clearwater Capital Advisors
2213
Clearwater Capital Advisors
Illinois
$456M +$26.1M +6% 3.85% 44.7% 181 9.94% 1.2
Barton Investment Management
2214
Barton Investment Management
Pennsylvania
$456M +$33.7M +8% 9.3% 80.3% 43 6.98% 3.7
Opus Capital Group
2215
Opus Capital Group
Ohio
$455M +$15.4M +4% 3.92% 49.7% 260 20.38% 1.7
Insight Holdings Group
2216
Insight Holdings Group
New York
$453M -$673K -0.1% 1.9% 111% 5 0% 0.8
SCM
2217
SIR Capital Management
New York
$453M -$322M -42% 9.12% 71.1% 66 56.06% 0.6
Oakwood Capital Management
2218
Oakwood Capital Management
California
$452M +$23.4M +5% 4.66% 72.7% 71 5.63% 3.1
HI
2219
Handelsinvest Investeringsforvaltning
Denmark
$451M +$25.9M +6% 6.16% 37.9% 106 12.26% 1.4
CC
2220
Carbonado Capital
New York
$451M +$27M +6% 15.4% 62.2% 13 38.46% 1
CKW Financial Group
2221
CKW Financial Group
Hawaii
$450M +$31.5M +8% 5.42% 62.4% 176 8.52% 3.1
EA
2222
Echinus Advisors
New York
$450M +$24.2M +6% 7.77% 91.4% 11 27.27% 1.6
First Reserve GP XI
2223
First Reserve GP XI
Connecticut
$449M +$20.9M +5% 5.74% 26.4% 2 50% 4
Regal Investment Advisors
2224
Regal Investment Advisors
Michigan
$449M +$20M +5% 5.27% 64.7% 310 18.06% 2.5
PAM
2225
Premier Asset Management
Illinois
$448M +$1.9M +0.4% 7.22% 104% 126 15.08% 2.2