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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)
Quantitative Systematic Strategies
2376
Quantitative Systematic Strategies
Florida
$394M +$16.6M +4% 6.12% 133% 724 66.99% 0.3
Bruderman Asset Management
2377
Bruderman Asset Management
New York
$394M +$7.04M +2% 4.66% 31.7% 127 7.87% 2.2
Barber Financial Group
2378
Barber Financial Group
Kansas
$393M +$40.8M +12% 3.37% 39% 141 39.01% 0.6
VCM
2379
Violich Capital Management
California
$393M +$26.5M +7% 6.54% 111% 121 13.22% 3
LLC
2380
Latimer Light Capital
New York
$392M -$46.1M -11% 4.67% 134% 21 33.33% 0.7
SAM
2381
Senzar Asset Management
New York
$392M -$18M -4% 1.2% 0.75% 39 53.85% 0.6
SC
2382
Serenity Capital
California
$392M +$29.5M +8% 8.36% – 9 55.56% 0.5
Sarissa Capital Management
2383
Sarissa Capital Management
Connecticut
$391M +$66.7M +21% 7.27% 80% 13 46.15% 1.2
WFI
2384
West Family Investments
California
$389M -$438M -53% 2.52% 116% 96 14.58% 3
Wallington Asset Management
2385
Wallington Asset Management
Indiana
$389M +$12.1M +3% 7.01% 108% 62 6.45% 3.2
Duncker Streett & Co
2386
Duncker Streett & Co
Missouri
$389M +$58.6M +18% 5.37% 90.9% 625 7.84% 3.5
Wealthcare Advisory Partners
2387
Wealthcare Advisory Partners
Pennsylvania
$389M +$52.3M +16% 3.88% 65.6% 1,254 26.4% 0.3
Maple Capital Management
2388
Maple Capital Management
Vermont
$389M +$16.8M +5% 6.38% 100% 142 4.93% 2.9
JC
2389
Joho Capital
New York
$389M -$69.7M -15% 2.85% 80.2% 6 0% 2
Yiheng Capital Management
2390
Yiheng Capital Management
California
$388M +$22.8M +6% 10.9% 82% 13 7.69% 1.6
Ion Asset Management
2391
Ion Asset Management
Israel
$388M +$59.1M +18% 23% 125% 17 41.18% 1.6
Northern Capital Management (Wisconsin)
2392
Northern Capital Management (Wisconsin)
Wisconsin
$388M +$64.1M +20% 3.9% 12.8% 164 12.8% 2.2
Woodmont Investment Counsel
2393
Woodmont Investment Counsel
Tennessee
$388M +$21.5M +6% 5.7% 66.8% 193 8.29% 3.1
Capital Advantage
2394
Capital Advantage
California
$388M -$11.8M -3% 1.77% 49.2% 84 10.71% 2.5
AlphaStar Capital Management
2395
AlphaStar Capital Management
North Carolina
$387M +$287M +284% 2.73% 69.5% 224 74.55% 0.1
Roundview Capital
2396
Roundview Capital
New Jersey
$387M +$37.6M +11% 6.62% 77.7% 238 15.13% 2.2
Axar Capital Management
2397
Axar Capital Management
New York
$387M -$103M -21% 2.7% 680% 7 28.57% 0.7
Silver Rock Financial
2398
Silver Rock Financial
California
$387M -$360M -48% 2.25% 2.58% 36 47.22% 0.7
Park Avenue Securities
2399
Park Avenue Securities
New York
$386M +$62.3M +19% 3.29% 71% 139 26.62% 0.6
Centaurus Financial
2400
Centaurus Financial
California
$386M – – 4.32% 83.5% 322 – 0