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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)
RCM
2451
Rockshelter Capital Management
Pennsylvania
$287M -$3.57M -1% 6.92% 31.2% 33 6.06% 1.9
Steigerwald Gordon & Koch
2452
Steigerwald Gordon & Koch
Virginia
$287M +$8.18M +3% 3.53% 59.5% 77 16.88% 2
Longfellow Investment Management
2453
Longfellow Investment Management
Massachusetts
$287M +$5.51M +2% 17.3% 45.9% 67 71.64% 0.3
CFP
2454
Cornerstone Financial Partners
North Carolina
$286M +$4.51M +2% 3.91% – 180 28.89% 0.5
Clearwater Capital Advisors
2455
Clearwater Capital Advisors
Illinois
$286M +$14.9M +5% 3.68% 44.7% 140 8.57% 0.2
United Asset Strategies
2456
United Asset Strategies
New York
$286M +$19M +7% 2.42% 94.6% 154 20.78% 1.6
GCM
2457
Gabalex Capital Management
New York
$286M +$11.1M +4% 3.52% 24.9% 17 11.76% 1.6
TCM
2458
Tradition Capital Management
New Jersey
$286M -$12.6M -4% 4.5% 43.5% 166 9.04% 2.3
VCM
2459
Violich Capital Management
California
$285M -$31.5M -10% 2.75% 111% 106 10.38% 2.5
JOYN Advisors
2460
JOYN Advisors
Georgia
$285M +$22.4M +9% 4.42% 0.77% 26 15.38% 1.8
Columbia Asset Management
2461
Columbia Asset Management
Michigan
$285M +$4.51M +2% 4.31% 94.1% 196 22.45% 2.1
Coliseum Capital Management
2462
Coliseum Capital Management
Connecticut
$285M +$45.4M +19% 13.3% 41.1% 11 27.27% 1.5
Monashee Investment Management
2463
Monashee Investment Management
Massachusetts
$284M +$221M +348% 13% 520% 86 0% 0
Penobscot Investment Management
2464
Penobscot Investment Management
Massachusetts
$284M +$4.11M +1% 1.53% 103% 188 8.51% 2.7
ACM
2465
Argentus Capital Management
Texas
$284M +$49.5M +21% 2.96% 30.8% 665 20.6% 1.1
Gibson Capital
2466
Gibson Capital
Pennsylvania
$284M +$519K +0.2% 1.68% 60.4% 33 6.06% 2.3
HighPoint Advisor Group
2467
HighPoint Advisor Group
Illinois
$284M -$1.13M -0.4% 2.43% – 350 38% 0.6
Yiheng Capital Management
2468
Yiheng Capital Management
California
$283M +$41.2M +17% 14.3% 82% 14 14.29% 0.6
Aviance Capital Partners
2469
Aviance Capital Partners
Florida
$283M +$11.5M +4% 3.63% 98.2% 213 9.86% 2.1
Roundview Capital
2470
Roundview Capital
New Jersey
$283M +$11.3M +4% 3.49% 77.7% 196 18.37% 1.8
DLG
2471
Daniel L. Goodwin
$282M -$26.5M -9% 0.52% 72.6% 115 8.7% 2
Nelson Capital Management
2472
Nelson Capital Management
California
$282M +$16M +6% 4.32% 121% 294 20.07% 2.1
Xponance
2473
Xponance
Pennsylvania
$282M +$10.5M +4% 4.97% 144% 65 15.38% 0.8
HeadInvest LLC
2474
HeadInvest LLC
Maine
$282M +$17.7M +7% 3.26% 59.1% 139 14.39% 2.4
J.P. Marvel Investment Advisors
2475
J.P. Marvel Investment Advisors
Massachusetts
$282M -$3.46M -1% 4.27% 183% 86 9.3% 2.4