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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)
EOCM
2326
Energy Opportunities Capital Management
Texas
$298M +$11.7M +4% 3.41% 211% 52 26.92% 1.5
First Reserve GP XI
2327
First Reserve GP XI
Connecticut
$298M -$192M -39% 44.3% 26.4% 2 0% 2.3
FCM
2328
Farmstead Capital Management
New Jersey
$298M +$58.5M +24% 5.38% – 13 53.85% 0.5
Lido Advisors
2329
Lido Advisors
California
$297M – – 8.25% 75% 146 – 0
Gargoyle Investment Advisor
2330
Gargoyle Investment Advisor
New Jersey
$297M +$51M +21% 1.36% 34.5% 218 38.53% 0.9
Engaged Capital
2331
Engaged Capital
California
$296M +$135M +84% 3.42% 26.2% 13 23.08% 0.9
HI
2332
Handelsinvest Investeringsforvaltning
Denmark
$296M +$11.9M +4% 0.06% 37.9% 120 11.67% 0.2
SOL Capital Management
2333
SOL Capital Management
Maryland
$295M +$13M +5% 3.82% 56.6% 203 3.94% 2.3
CCMD
2334
Cypress Capital Management (Delaware)
Delaware
$295M -$39.6M -12% 1.01% 25.6% 76 18.42% 1.7
BP
2335
Banbury Partners
North Carolina
$295M +$47.9M +19% 1.09% 138% 18 38.89% 0.6
Princeton Portfolio Strategies Group
2336
Princeton Portfolio Strategies Group
New Jersey
$294M +$12.5M +4% 1.3% 83.8% 151 19.21% 1.9
Hillsdale Investment Management
2337
Hillsdale Investment Management
Ontario, Canada
$294M +$31M +12% 17.6% 271% 595 37.48% 1.1
ILM
2338
Indigo Latam Management
Arizona
$294M +$54.5M +23% 22.8% 39.3% 1 0% 2.3
Golden Gate Private Equity
2339
Golden Gate Private Equity
California
$294M -$266K -0.1% 5.8% 8.72% 15 20% 0.9
Snowden Capital Advisors
2340
Snowden Capital Advisors
New York
$293M – – 2.76% 100% 264 – 0
Brouwer & Janachowski
2341
Brouwer & Janachowski
California
$293M +$108M +58% 3.45% 41.8% 50 28% 1.4
EastBay Asset Management
2342
EastBay Asset Management
New York
$293M -$53.3M -15% 5.58% 84.9% 22 72.73% 0.1
Bright Rock Capital Management
2343
Bright Rock Capital Management
Massachusetts
$293M +$22.9M +8% 4.04% 53.1% 92 3.26% 1.8
Evanson Asset Management
2344
Evanson Asset Management
California
$292M +$18M +7% 4.92% 66.6% 221 18.55% 1.7
Spectrum Asset Management (Connecticut)
2345
Spectrum Asset Management (Connecticut)
Connecticut
$292M -$8.16M -3% 0.91% 0.74% 17 11.76% 2.3
Mitchell Capital Management
2346
Mitchell Capital Management
Kansas
$291M -$8.26M -3% 0.58% 219% 39 33.33% 1.8
Lawson Kroeker Investment Management
2347
Lawson Kroeker Investment Management
Nebraska
$291M +$1.6M +0.6% 2.95% 69.7% 83 15.66% 2.1
DCM
2348
Dulcet Capital Management
New York
$291M +$98.7M +51% 4% – 9 11.11% 0.3
Tanglewood Wealth Management
2349
Tanglewood Wealth Management
Texas
$291M +$38.1M +15% 3.39% 64.6% 13 30.77% 1.3
Monroe Bank & Trust
2350
Monroe Bank & Trust
Michigan
$290M +$12.1M +4% 3.46% 24.7% 380 20.53% 1.4