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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)
SPC Financial Inc
2326
SPC Financial Inc
Maryland
$358M +$29.8M +9% 5.86% 65.1% 114 12.28% 1.9
Chatham Capital Group
2327
Chatham Capital Group
Georgia
$358M +$15.2M +4% 4.18% 97% 155 12.26% 2.6
Opera Trading Capital
2328
Opera Trading Capital
France
$357M +$24.9M +7% 0.84% 11.4% 147 59.86% 0.3
Jacobus Wealth Management
2329
Jacobus Wealth Management
Wisconsin
$357M +$14.9M +4% 4.13% 17.2% 209 6.22% 2.9
RBO & Co
2330
RBO & Co
California
$357M +$18.7M +6% 5.57% 27.9% 53 11.32% 3
Charles-Lim Capital
2331
Charles-Lim Capital
Hong Kong
$357M -$7.41M -2% 19.5% 4.44% 7 28.57% 1.4
Quantitative Systematic Strategies
2332
Quantitative Systematic Strategies
Florida
$356M +$111M +45% 5.42% 133% 475 65.68% 0.3
BW Gestao de Investimentos
2333
BW Gestao de Investimentos
Brazil
$356M +$235M +195% 2.05% 95.1% 77 36.36% 1.1
Caledonia Investments plc (UK)
2334
Caledonia Investments plc (UK)
United Kingdom
$355M +$31.2M +10% 4.63% 61.9% 14 14.29% 2.4
Beach Point Capital Management
2335
Beach Point Capital Management
California
$355M +$133M +60% 1.47% 84.1% 20 30% 1.1
BP
2336
Banbury Partners
North Carolina
$355M +$31M +10% 8.15% 138% 18 27.78% 0.9
KLCM Advisors
2337
KLCM Advisors
Wisconsin
$354M +$14.4M +4% 3.15% 122% 90 14.44% 2.2
Bronson Point Management
2338
Bronson Point Management
Connecticut
$354M +$57.9M +20% 9.22% 7.56% 85 70.59% 0.3
Martin Investment Management
2339
Martin Investment Management
Florida
$354M -$173M -33% 8.45% 44% 36 8.33% 2.9
WFM Asia
2340
WFM Asia
British Virgin Islands
$354M +$113M +47% 29.2% 89.9% 6 16.67% 1.3
Chicago Partners Investment Group
2341
Chicago Partners Investment Group
Illinois
$353M +$78.9M +29% 4.61% 75.8% 625 25.6% 1.4
Argent Trust
2342
Argent Trust
Texas
$353M +$9.14M +3% 3.57% 25.8% 210 9.05% 1.4
SOL Capital Management
2343
SOL Capital Management
Maryland
$352M +$19.7M +6% 6.1% 56.6% 240 7.08% 2.7
IBM Retirement Fund
2344
IBM Retirement Fund
New York
$352M -$2.02B -85% 7.2% 54.4% 912 62.5% 3.6
Pacific Ridge Capital Partners
2345
Pacific Ridge Capital Partners
Oregon
$352M +$73.2M +26% 7.79% 149% 156 10.9% 2.2
Wallington Asset Management
2346
Wallington Asset Management
Indiana
$351M +$29.1M +9% 6.32% 108% 60 5% 2.8
Wintrust Investments
2347
Wintrust Investments
Illinois
$351M +$111M +46% 5.27% 27.5% 319 40.44% 0.4
HI
2348
Handelsinvest Investeringsforvaltning
Denmark
$351M +$65M +23% 11.1% 37.9% 104 14.42% 0.9
Baker Ellis Asset Management
2349
Baker Ellis Asset Management
Washington
$350M +$9.3M +3% 3.93% 91.9% 244 4.51% 2.9
Stillwater Investment Management (California)
2350
Stillwater Investment Management (California)
California
$348M +$4.44M +1% 7.7% – 55 70.91% 0.5