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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)
SOL Capital Management
2426
SOL Capital Management
Maryland
$282M +$22.8M +9% 5.62% 56.6% 201 4.98% 2.1
Capstone Financial Advisors
2427
Capstone Financial Advisors
Illinois
$281M +$55.8M +25% 3.49% 54.5% 79 27.85% 1.4
Fiduciary Financial Services of The Southwest
2428
Fiduciary Financial Services of The Southwest
Texas
$281M -$3.88M -1% 4.2% 39.8% 153 7.84% 2.1
Apriem Advisors
2429
Apriem Advisors
California
$281M +$10.3M +4% 3.41% 74.3% 650 17.38% 1.6
Gibson Capital
2430
Gibson Capital
Pennsylvania
$280M -$26.2M -9% 4.48% 67.2% 31 6.45% 1.9
Armistice Capital
2431
Armistice Capital
New York
$280M -$12.6M -4% 0.6% 79.7% 53 62.26% 0.3
AIS
2432
AlphaOne Investment Services
Pennsylvania
$280M +$44.8M +19% 7.51% 77.1% 106 27.36% 1.3
Tortoise Investment Management
2433
Tortoise Investment Management
New York
$279M +$16.1M +6% 3.03% 40.2% 448 9.15% 1.8
McClain Value Management
2434
McClain Value Management
Connecticut
$279M -$37.4M -12% 2.56% 2.83% 37 18.92% 1.4
Equitec Specialists
2435
Equitec Specialists
Illinois
$279M +$46.8M +20% 0.69% 65.4% 160 50% 0.4
Miracle Mile Advisors
2436
Miracle Mile Advisors
California
$279M -$20.7M -7% 3.66% 56% 65 27.69% 0.4
Pomelo Capital
2437
Pomelo Capital
New York
$279M +$36.8M +15% 0.86% 4.35% 144 19.44% 0.8
Monroe Bank & Trust
2438
Monroe Bank & Trust
Michigan
$278M +$5.46M +2% 3.2% 24.7% 323 5.88% 1.4
JCF III AIV I
2439
JCF III AIV I
New York
$278M – – 0.82% – 1 – 0
Flowering Tree Investment Management
2440
Flowering Tree Investment Management
Singapore
$278M +$37.1M +15% 15.4% 47.4% 5 20% 1.7
RIG
2441
Raveneur Investment Group
New York
$278M -$17.6M -6% 7.13% – 22 40.91% 0.5
Hengehold Capital Management
2442
Hengehold Capital Management
Ohio
$278M +$47.7M +21% 4.5% 54.5% 92 19.57% 1.4
KLCM Advisors
2443
KLCM Advisors
Wisconsin
$277M -$5.58M -2% 1.87% 122% 83 13.25% 1.7
Adirondack Research & Management
2444
Adirondack Research & Management
New York
$276M +$15.5M +6% 8.14% 47.8% 106 8.49% 1.8
Tetrad Corporation
2445
Tetrad Corporation
Nebraska
$276M -$4.13M -1% 0.32% 45.6% 10 0% 2.4
CKW Financial Group
2446
CKW Financial Group
Hawaii
$276M +$30.6M +13% 5.51% 62.4% 166 7.23% 1.7
Algebris Investments (UK)
2447
Algebris Investments (UK)
United Kingdom
$276M +$16.3M +6% 0.65% 15.3% 77 48.05% 0.9
RC
2448
Reik & Co
New York
$275M -$6.94M -2% 1.61% 38.6% 52 11.54% 2
Evanson Asset Management
2449
Evanson Asset Management
California
$274M +$7.72M +3% 4.33% 66.6% 220 15.91% 1.6
Harbourvest Partners
2450
Harbourvest Partners
Massachusetts
$274M +$47.4M +21% 26.3% 8.96% 33 54.55% 0.4