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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)
Night Owl Capital Management
3026
Night Owl Capital Management
Connecticut
$234M -$48.4M -17% 13.9% 162% 32 15.63% 2.1
Wright Investors Service
3027
Wright Investors Service
Connecticut
$233M -$39.9M -15% 14.4% 146% 164 23.78% 2.6
Founders Capital Management (Connecticut)
3028
Founders Capital Management (Connecticut)
Connecticut
$233M -$11.8M -5% 10.3% 99.9% 63 36.51% 3.1
MGO One Seven
3029
MGO One Seven
Ohio
$233M +$19.5M +9% 13.2% 90.7% 2,014 82.52% 0.2
Spearhead Capital Advisors
3030
Spearhead Capital Advisors
Florida
$233M -$65.2M -22% 12% 25.2% 69 24.64% 0.9
Precision Path Capital
3031
Precision Path Capital
New York
$233M +$86.2M +59% 18.3% – 27 55.56% 0.6
VV Manager
3032
VV Manager
Massachusetts
$233M – – 5.15% – 3 – 0
VHCP Management II
3033
VHCP Management II
New York
$233M -$142M -38% 12.1% 2,334% 24 33.33% 0.9
AAM
3034
AR Asset Management
California
$233M -$38.9M -14% 9.49% 64.9% 117 7.69% 4.5
Blue Edge Capital
3035
Blue Edge Capital
Virginia
$232M -$37M -14% 11.9% 67.4% 100 23% 2.7
BT Wealth Management
3036
BT Wealth Management
Georgia
$232M – – 13.3% 34.8% 105 – 0
VCM
3037
Vivaldi Capital Management
Illinois
$232M +$44.8M +24% 8.3% 69.2% 231 50.65% 0.7
CRB
3038
Chad R. Baker
$232M -$42.5M -15% 10.7% 123% 56 7.14% 2.6
Qube Research & Technologies (QRT)
3039
Qube Research & Technologies (QRT)
United Kingdom
$232M -$520M -69% 11.8% 69.2% 1,082 76.89% 0.4
Contravisory Investment Management
3040
Contravisory Investment Management
Massachusetts
$232M -$46.9M -17% 12.7% 135% 362 40.61% 0.9
Wakefield Asset Management
3041
Wakefield Asset Management
Colorado
$231M -$24.4M -10% 11.3% 139% 235 38.72% 0.2
Natixis Investment Managers International
3042
Natixis Investment Managers International
France
$231M -$1.91B -89% 4.07% 34.7% 708 98.31% 5.3
Schneider Downs Wealth Management Advisors
3043
Schneider Downs Wealth Management Advisors
Pennsylvania
$231M +$73.5M +47% 0.46% 55% 73 32.88% 1.3
Rock Creek Group
3044
Rock Creek Group
District of Columbia
$231M -$5.25M -2% 8.09% 37.2% 108 42.59% 0.4
American Securities
3045
American Securities
New York
$231M -$143M -38% 30.5% – 2 0% 1.3
PWAP
3046
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$231M -$40M -15% 13.5% 58.5% 134 8.96% 4.2
III
3047
Independent Investors Inc
New York
$231M -$53M -19% 15.7% 61.6% 76 7.89% 4.7
Parkside Investments
3048
Parkside Investments
Illinois
$230M +$18.8M +9% 15.2% 70.4% 176 52.84% 1
RP
3049
RBS Partners
Florida
$230M -$68.6M -23% 17.2% 210% 6 33.33% 4.7
CIM
3050
CIM Investment Management
Pennsylvania
$230M -$49.8M -18% 16.6% 123% 343 20.99% 2.1