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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)
SA
2476
Strategic Advisors
New York
$703M +$239M +51% 10.7% 106% 202 13.37% 3.1
Edenbrook Capital
2477
Edenbrook Capital
New York
$703M -$280M -28% 15.8% 267% 26 23.08% 1.2
TRUE Private Wealth Advisors
2478
TRUE Private Wealth Advisors
Oregon
$703M +$15.5M +2% 6.61% 89.2% 277 15.16% 2.7
Taiyo Life Insurance Company
2479
Taiyo Life Insurance Company
Japan
$702M +$68M +11% 10.7% 90.5% 5 0% 3.3
Insight Wealth Strategies
2480
Insight Wealth Strategies
California
$702M -$9.16M -1% 5.57% 83.5% 195 26.67% 2
Advantage Alpha Capital Partners
2481
Advantage Alpha Capital Partners
California
$702M +$153M +28% 4.32% 79.2% 145 19.31% 1.1
TenCore Partners
2482
TenCore Partners
New York
$701M -$22.3M -3% 3.46% 78.4% 16 6.25% 1.2
MG
2483
Magnolia Group
Nebraska
$700M -$179M -20% 1.28% 11.4% 14 42.86% 2.2
Verity & Verity
2484
Verity & Verity
South Carolina
$700M +$31.6M +5% 11% 90.4% 106 5.66% 4.3
Crestview Partners III
2485
Crestview Partners III
New York
$700M +$67.3M +11% 7.43% 51.2% 2 0% 3.8
OIM
2486
Opus Investment Management
Massachusetts
$700M +$45.6M +7% 9.2% 52.8% 95 5.26% 4.7
Miller Investment Management
2487
Miller Investment Management
Pennsylvania
$699M +$117M +20% 8.69% 60.2% 99 13.13% 4.1
West Coast Financial
2488
West Coast Financial
California
$699M +$77.6M +12% 10.8% 22.2% 141 9.22% 4
Royal Fund Management
2489
Royal Fund Management
Florida
$698M +$11.3M +2% 9% 103% 203 14.78% 2.9
Teton Advisors
2490
Teton Advisors
New York
$697M +$7.59M +1% 7.23% 139% 415 9.64% 5
Galibier Capital Management
2491
Galibier Capital Management
Ontario, Canada
$697M -$33M -5% 7.17% 66.8% 46 17.39% 1.9
George Kaiser Family Foundation
2492
George Kaiser Family Foundation
Oklahoma
$697M +$91.1M +15% 11.3% 106% 48 18.75% 2.5
C2C Wealth Management
2493
C2C Wealth Management
Arizona
$696M – – 20.4% 77.2% 226 – 0
VCM
2494
Violich Capital Management
California
$696M +$74.3M +12% 12.6% 111% 123 7.32% 4.9
Cornerstone Advisory
2495
Cornerstone Advisory
Maryland
$696M +$91.7M +15% 7.89% 60.6% 879 73.95% 0.8
Spectrum Management Group
2496
Spectrum Management Group
Indiana
$695M +$60.5M +10% 11.3% 44% 436 36.93% 1.9
St. James Investment Company
2497
St. James Investment Company
Texas
$694M +$10.3M +2% 7.58% 43.8% 37 13.51% 2.5
VCM
2498
V3 Capital Management
Texas
$693M -$57.5M -8% 11.6% 20.5% 18 44.44% 1
Cornercap Investment Counsel
2499
Cornercap Investment Counsel
Georgia
$692M -$183M -21% 7.07% 55.4% 656 35.37% 1.2
Lisanti Capital Growth
2500
Lisanti Capital Growth
New York
$691M +$12.7M +2% 18.2% 1,588% 156 42.95% 0.6