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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)
Foresite Capital Management III
2276
Foresite Capital Management III
California
$453M -$11.2M -2% 1.61% 444% 26 15.38% 1.3
Summit Trail Advisors
2277
Summit Trail Advisors
New York
$453M +$167M +58% 5.58% 74.8% 534 58.05% 0.5
Lutz Financial Services
2278
Lutz Financial Services
Nebraska
$453M +$102M +29% 2.77% 35.3% 54 25.93% 0.6
Berkshire Money Management
2279
Berkshire Money Management
Massachusetts
$453M +$24M +6% 6.92% 61.8% 27 22.22% 2.4
Equitec Specialists
2280
Equitec Specialists
Illinois
$453M -$481M -52% 11.1% 65.4% 103 47.57% 0.7
Raub Brock Capital Management
2281
Raub Brock Capital Management
California
$453M +$29.2M +7% 8.12% 54.7% 46 10.87% 2.6
TIM
2282
Total Investment Management
Arizona
$453M +$19.2M +4% 4.51% 44.4% 49 12.24% 1.3
CWA Asset Management Group
2283
CWA Asset Management Group
Florida
$452M +$24.2M +6% 7.09% – 228 17.11% 1.5
Kirr Marbach & Co
2284
Kirr Marbach & Co
Indiana
$452M -$9.32M -2% 5.11% 121% 86 33.72% 2.8
Kentucky Retirement Systems Insurance Trust Fund
2285
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$452M +$32.9M +8% 8.36% 115% 426 6.81% 4.2
Beach Point Capital Management
2286
Beach Point Capital Management
California
$452M -$39.4M -8% 1.47% 84.1% 39 28.21% 1.2
Chemung Canal Trust
2287
Chemung Canal Trust
New York
$451M +$35.9M +9% 8.28% 80.9% 122 13.11% 3.7
Basso Capital Management
2288
Basso Capital Management
Connecticut
$451M -$73.9M -14% 0.86% 85.5% 208 33.65% 0.5
Arete Wealth Advisors
2289
Arete Wealth Advisors
Illinois
$451M +$31.2M +7% 5.27% 85.3% 410 23.17% 1.4
Toth Financial Advisory
2290
Toth Financial Advisory
Virginia
$451M +$24.1M +6% 8.4% 90.4% 475 18.74% 1.5
Brightworth
2291
Brightworth
Georgia
$450M +$34.2M +8% 8.03% 21.7% 98 12.24% 1.2
OCMI
2292
Oaktop Capital Management II
New Jersey
$449M -$7.43M -2% 0.44% 451% 18 0% 3.8
First American Trust
2293
First American Trust
California
$448M +$22.9M +5% 7.73% 84.6% 142 21.83% 2.7
Van Cleef Asset Management
2294
Van Cleef Asset Management
Ohio
$448M +$30.1M +7% 9.13% 104% 118 3.39% 3.8
Fort LP
2295
Fort LP
Maryland
$448M +$24.7M +6% 8.5% 56.8% 435 45.75% 0.3
PAM
2296
Premier Asset Management
Illinois
$447M +$22.2M +5% 7.77% 104% 123 13.01% 2.8
KM
2297
Kylin Management
New York
$447M -$201M -31% 8.87% 126% 12 25% 1.4
10-15 Associates
2298
10-15 Associates
New York
$446M +$1.2M +0.3% 5.23% 33% 113 14.16% 3
SG
2299
Swarthmore Group
Pennsylvania
$446M +$31.6M +8% 7.37% 44.2% 34 11.76% 1.7
Dakota Wealth Management
2300
Dakota Wealth Management
Florida
$445M +$85.3M +24% 5.27% 112% 302 40.4% 0.8