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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)
VCM
2426
Violich Capital Management
California
$352M -$85.3M -19% 10.4% 111% 118 10.17% 3.9
SRFM
2427
Shannon River Fund Management
New York
$352M -$275M -44% 13.9% 554% 36 58.33% 0.8
RK Capital Management (Colorado)
2428
RK Capital Management (Colorado)
Colorado
$352M -$90.2M -20% 17.6% 89% 58 37.93% 1.5
Harber Asset Management
2429
Harber Asset Management
North Carolina
$352M +$30.2M +9% 12.5% 63.6% 47 25.53% 1.4
Bouchey Financial Group
2430
Bouchey Financial Group
New York
$352M -$55.7M -14% 13.4% 66.7% 81 24.69% 2.8
LVZ Inc
2431
LVZ Inc
Michigan
$352M -$47.8M -12% 10% 52.9% 79 13.92% 1.8
PC
2432
Precocity Capital
Connecticut
$352M -$334M -49% 27.7% – 63 55.56% 0.7
Carlson Capital Management
2433
Carlson Capital Management
Minnesota
$352M -$35M -9% 13.1% 9.85% 101 19.8% 3.4
Lingotto Investment Management
2434
Lingotto Investment Management
United Kingdom
$351M -$630K -0.2% 1.02% 388% 7 0% 0.9
Naples Global Advisors
2435
Naples Global Advisors
Florida
$351M -$25.5M -7% 10.3% 103% 310 12.9% 3.2
Anchor Investment Management
2436
Anchor Investment Management
South Carolina
$351M -$85.7M -20% 10.2% 75.1% 852 9.39% 2.1
JCM
2437
JS Capital Management
New York
$351M -$10.9M -3% 12.8% 52.4% 45 62.22% 0.7
Chemung Canal Trust
2438
Chemung Canal Trust
New York
$349M -$102M -23% 7.82% 80.9% 115 18.26% 4.3
Pathstone Family Office
2439
Pathstone Family Office
New Jersey
$349M +$29.5M +9% 13.7% 38.9% 585 65.98% 0.5
Managed Asset Portfolios
2440
Managed Asset Portfolios
Michigan
$349M -$28.8M -8% 10.1% 99.2% 28 17.86% 3
WealthSource Partners
2441
WealthSource Partners
California
$348M -$35.1M -9% 9.32% 16.8% 359 28.41% 1.4
Quantum Capital Management (New Jersey)
2442
Quantum Capital Management (New Jersey)
New Jersey
$347M -$15.3M -4% 10.3% 22.7% 44 22.73% 3.2
Ropes Wealth Advisors
2443
Ropes Wealth Advisors
Massachusetts
$347M -$57.3M -14% 11.8% 71% 561 16.93% 2.5
BA
2444
Broadview Advisors
Wisconsin
$347M -$239M -41% 22.8% 65.3% 109 44.95% 1.8
Willingdon Wealth Management
2445
Willingdon Wealth Management
North Carolina
$347M -$19.2M -5% 12% 15.3% 436 27.06% 1.5
Cobalt Capital Management
2446
Cobalt Capital Management
New Jersey
$347M -$58.6M -14% 14.5% 235% 54 61.11% 0.6
PL
2447
PWMCO LLC
Illinois
$346M -$44.7M -11% 14.1% – 77 14.29% 0.4
Point Break Capital Management
2448
Point Break Capital Management
Florida
$346M – – 27.2% – 10 – 0
Beach Point Capital Management
2449
Beach Point Capital Management
California
$345M -$106M -24% 19.4% 84.1% 43 53.49% 0.9
Van Hulzen Asset Management
2450
Van Hulzen Asset Management
California
$345M -$30.6M -8% 9.91% 86.3% 260 30.38% 1.5