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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)
COC
2626
Commonwealth Opportunity Capital
California
$221M -$132M -37% 13.8% – 39 89.74% 0.2
SignalPoint Asset Management
2627
SignalPoint Asset Management
Missouri
$221M -$20.2M -8% 5.03% 36% 212 12.26% 1.6
Wright Investors Service
2628
Wright Investors Service
Connecticut
$221M +$11.5M +5% 6.06% 146% 237 22.78% 1.4
Whitney & Co
2629
Whitney & Co
New York
$221M -$8.28M -4% 7.19% 93.2% 110 5.45% 1.9
GJCM
2630
Grand Jean Capital Management
California
$221M -$36.2M -14% 6.92% 61.4% 42 16.67% 1.7
CCM
2631
Castine Capital Management
Massachusetts
$220M -$17.5M -7% 1.12% 13.9% 52 19.23% 1.4
Goldstein Munger & Associates
2632
Goldstein Munger & Associates
California
$220M -$10.7M -5% 6.44% 11.9% 33 9.09% 1.8
MV Capital Management
2633
MV Capital Management
Maryland
$220M -$26.4M -11% 5.64% 67.6% 424 36.32% 0.7
EcoR1 Capital
2634
EcoR1 Capital
California
$220M -$80.2M -27% 20.9% 310% 32 43.75% 0.4
Accuvest Global Advisors
2635
Accuvest Global Advisors
Utah
$219M -$49.6M -18% 9.03% 130% 99 54.55% 0.7
LIM
2636
Lorem Ipsum Management
New York
$219M +$63.6M +41% 7.89% – 39 71.79% 0.2
Forte Capital
2637
Forte Capital
New York
$219M -$16.2M -7% 5.44% 98.3% 161 9.32% 0.9
Hefren-Tillotson
2638
Hefren-Tillotson
Pennsylvania
$219M +$25.8M +13% 8.87% 40% 24 33.33% 1
Giralda Advisors
2639
Giralda Advisors
New York
$219M -$41.2M -16% 6.08% 36.8% 21 28.57% 1.2
WFH
2640
Wealthy Fountain Holdings
China
$218M -$6.86M -3% 42.9% 97.9% 1 0% 0.8
Cutler Capital Management
2641
Cutler Capital Management
Massachusetts
$218M -$8.76M -4% 4.75% 39.7% 98 14.29% 1.3
Hengistbury Investment Partners
2642
Hengistbury Investment Partners
United Kingdom
$218M -$51.1M -19% 1.43% 108% 6 33.33% 1
PWW
2643
Pettyjohn Wood & White
Virginia
$218M -$19.7M -8% 6.73% 70.9% 135 13.33% 1.7
Kemper
2644
Kemper
Illinois
$217M -$27.6M -11% 7.14% 28.6% 17 5.88% 1.6
United Asset Strategies
2645
United Asset Strategies
New York
$217M -$6.77M -3% 5.6% 94.6% 143 22.38% 1.1
First Bankers Trust
2646
First Bankers Trust
Kentucky
$217M -$18.6M -8% 5.81% 78.9% 154 10.39% 2
Aspiriant Holdings S3
2647
Aspiriant Holdings S3
California
$217M -$33.7M -13% 7.54% – 114 14.91% 1.7
Suncoast Equity Management
2648
Suncoast Equity Management
Florida
$217M -$7.85M -3% 3.8% 82.9% 23 21.74% 1.5
LVW Advisors
2649
LVW Advisors
New York
$217M -$18.2M -8% 8.68% 79.1% 158 22.15% 0.6
Haverford Financial Services
2650
Haverford Financial Services
Pennsylvania
$217M -$20M -8% 8.42% 57.9% 48 16.67% 1.7