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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)
SNS Financial Group
2451
SNS Financial Group
Minnesota
$381M +$13.9M +4% 1.3% 54.2% 181 13.26% 2.1
EnCap Energy Capital Fund VIII
2452
EnCap Energy Capital Fund VIII
Texas
$381M -$90.5M -19% 45.1% 6.16% 3 0% 0.8
SAS
2453
Sarbit Advisory Services
Manitoba, Canada
$381M +$23.2M +6% 5.68% 29.3% 14 42.86% 1.2
Tekne Capital Management
2454
Tekne Capital Management
New York
$381M +$8.24M +2% 3% 516% 13 15.38% 1.3
Baker Ellis Asset Management
2455
Baker Ellis Asset Management
Washington
$380M -$931K -0.2% 1.73% 91.9% 250 9.2% 3.6
Bulldog Investors
2456
Bulldog Investors
New Jersey
$380M +$13.7M +4% 1.36% 22.5% 144 33.33% 0.9
Chatham Capital Group
2457
Chatham Capital Group
Georgia
$380M +$8.02M +2% 2.5% 97% 159 9.43% 3.2
JFS Wealth Advisors
2458
JFS Wealth Advisors
Pennsylvania
$380M +$917K +0.2% 1.48% 54.8% 579 24.01% 2.8
Halbert Hargrove Global Advisors
2459
Halbert Hargrove Global Advisors
California
$380M +$2.45M +0.6% 1% 68.2% 76 7.89% 3.2
KLCM Advisors
2460
KLCM Advisors
Wisconsin
$379M +$10.6M +3% 0.41% 122% 101 15.84% 2.5
Camden National Bank
2461
Camden National Bank
Maine
$379M +$34.4M +10% 1.95% 48.8% 109 24.77% 1
Dorsey Asset Management
2462
Dorsey Asset Management
Illinois
$379M +$83.1M +28% 14.3% 122% 11 18.18% 1
United Asset Strategies
2463
United Asset Strategies
New York
$378M +$39.2M +12% 3.61% 94.6% 216 20.37% 1.3
Texas Treasury Safekeeping Trust Company
2464
Texas Treasury Safekeeping Trust Company
Texas
$378M -$144M -28% 0.27% 43.7% 9 33.33% 0.3
Blue Chip Partners
2465
Blue Chip Partners
Michigan
$378M +$16.5M +5% 1.8% 81.2% 149 8.05% 2.6
Yorktown Energy Partners VIII
2466
Yorktown Energy Partners VIII
New York
$377M +$36.8M +11% 11% 15.2% 3 0% 2
Steigerwald Gordon & Koch
2467
Steigerwald Gordon & Koch
Virginia
$377M +$19.8M +6% 3.63% 59.5% 94 17.02% 2.8
Impax Asset Management (AIFM)
2468
Impax Asset Management (AIFM)
United Kingdom
$377M +$31.9M +9% 0.15% 40.5% 24 8.33% 2.5
ALS
2469
Andrew L. Share
$375M -$63M -14% 16.2% 14.8% 1 0% 0.5
Laurel Wealth Advisors (California)
2470
Laurel Wealth Advisors (California)
California
$375M +$52.4M +16% 3.3% 33% 400 16.5% 1.4
Foundations Investment Advisors
2471
Foundations Investment Advisors
Arizona
$375M – – 0.6% 80.9% 90 – 0
Seminole Management
2472
Seminole Management
New York
$375M -$58M -13% 3.71% 95.4% 23 39.13% 1.8
Altium Wealth Management
2473
Altium Wealth Management
New York
$375M +$120M +47% 1.24% 24.9% 279 46.95% 0.3
Prana Capital Management
2474
Prana Capital Management
Connecticut
$375M +$34.7M +10% 3.74% 36.6% 62 69.35% 0.2
ACK Asset Management
2475
ACK Asset Management
Connecticut
$375M -$23.1M -6% 4.64% 132% 36 27.78% 1