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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)
Periscope Capital
2601
Periscope Capital
Ontario, Canada
$270M – – 0.13% 28.8% 56 – 0
Strategic Global Advisors
2602
Strategic Global Advisors
California
$270M +$1.59M +0.6% 3.84% 137% 178 32.58% 1.2
Waverly Advisors
2603
Waverly Advisors
Alabama
$269M +$29.7M +12% 2.2% 67.6% 127 25.2% 1.9
SCMC
2604
Serenity Capital Management (Cayman)
Cayman Islands
$269M -$34.8M -11% 15.8% – 6 0% 0.9
Covalent Partners
2605
Covalent Partners
Massachusetts
$269M +$12.7M +5% 2.3% 36.6% 41 24.39% 1.3
Amarillo National Bank
2606
Amarillo National Bank
Texas
$269M +$38.8M +17% 1.83% 63.5% 81 13.58% 2.5
Acuta Capital Partners
2607
Acuta Capital Partners
California
$269M +$2.58M +1% 3.95% 7,269% 83 57.83% 0.6
Atlantic Union Bankshares
2608
Atlantic Union Bankshares
Virginia
$269M +$6.63M +3% 3.25% 78.9% 140 7.86% 2.2
HeadInvest LLC
2609
HeadInvest LLC
Maine
$269M -$13.1M -5% 0.77% 59.1% 140 8.57% 2.5
CII
2610
Chapter IV Investors
North Carolina
$269M -$33.2M -11% 0.75% 4.15% 9 0% 2.9
WA
2611
Wintergreen Advisers
New Jersey
$269M +$11.9M +5% 10.3% 25.4% 8 0% 2.6
Integrated Wealth Management (Palm Desert)
2612
Integrated Wealth Management (Palm Desert)
California
$268M -$11M -4% 1.57% – 1,310 81.07% 1.5
Kestrel Investment Management
2613
Kestrel Investment Management
California
$268M +$31.7M +13% 12.8% 89.2% 44 13.64% 1.2
CAM
2614
CG Asset Management
New York
$268M +$539K +0.2% 2.29% 62.7% 156 26.28% 1.6
Monarch Capital Management
2615
Monarch Capital Management
Indiana
$268M +$3.84M +1% 3.47% 77% 101 4.95% 3
Avior Wealth Management
2616
Avior Wealth Management
Nebraska
$268M +$12.6M +5% 3.42% 71.4% 530 16.98% 1.7
Anchor Investment Management
2617
Anchor Investment Management
South Carolina
$268M +$9.6M +4% 3.04% 75.1% 694 8.5% 0.7
Forte Capital
2618
Forte Capital
New York
$267M +$4.4M +2% 0.71% 98.3% 156 11.54% 1.8
Lexington Advisors
2619
Lexington Advisors
New York
$267M +$19.1M +8% 7.62% 27% 6 16.67% 0.8
SFM
2620
Signature Financial Management
Virginia
$266M +$19.4M +8% 3.87% 20.8% 144 19.44% 1.9
OIA
2621
Optimum Investment Advisors
Illinois
$266M -$264K -0.1% 3.18% 125% 305 15.74% 2.4
RTW Investments
2622
RTW Investments
New York
$266M -$65.2M -20% 5.89% 467% 39 25.64% 1.1
Whitney & Co
2623
Whitney & Co
New York
$265M +$15.7M +6% 4.32% 93.2% 108 10.19% 2.7
Brighton Jones LLC
2624
Brighton Jones LLC
Washington
$265M -$354M -57% 2.12% 97.9% 234 58.12% 3
Well Done LLC
2625
Well Done LLC
Michigan
$265M -$12.7M -5% 6.58% 80.4% 98 19.39% 0.7