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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)
AMI Investment Management
3501
AMI Investment Management
Indiana
$233M +$18.2M +8% 7.6% 52% 75 6.67% 3.3
Concentric Wealth Management
3502
Concentric Wealth Management
California
$233M +$76.2M +49% 7.59% 33.4% 129 34.11% 1.8
Holderness Investments Company
3503
Holderness Investments Company
North Carolina
$233M +$18.4M +9% 9.76% 144% 186 4.84% 3.3
venBio Partners
3504
venBio Partners
California
$233M +$22.5M +11% 32.4% 564% 6 0% 1.1
Alethea Capital Management
3505
Alethea Capital Management
Washington
$233M +$75.2M +48% 184% 275% 109 47.71% 1.4
Clearline Capital
3506
Clearline Capital
New York
$233M +$13.5M +6% 18% 57.4% 78 62.82% 0.5
GFG Capital
3507
GFG Capital
Florida
$233M – – 9.9% 152% 74 – 0
PCM
3508
Price Capital Management
Louisiana
$233M +$72.7M +45% 0.04% 124% 107 78.5% 0.2
Ramius Advisors
3509
Ramius Advisors
New York
$233M -$193M -45% 32.1% 187% 91 80.22% 0.1
Deep Field Asset Management
3510
Deep Field Asset Management
California
$232M +$47.1M +25% 7.15% 20.1% 24 45.83% 0.6
PWP
3511
Personal Wealth Partners
Minnesota
$232M +$15.5M +7% 5.27% 37.2% 746 6.57% 0.4
InterWest Venture Management
3512
InterWest Venture Management
California
$232M -$28.6M -11% 7.81% 57.6% 13 15.38% 2.3
Holloway Wealth Management
3513
Holloway Wealth Management
Florida
$232M +$17.7M +8% 7.37% 50.7% 194 0% 1.9
Hamilton Capital
3514
Hamilton Capital
Ohio
$232M +$28.2M +14% 7.61% – 50 42% 1
Foresite Capital Management IV
3515
Foresite Capital Management IV
California
$232M -$77.7M -25% 43.8% 151% 21 42.86% 1.1
Aspire Private Capital
3516
Aspire Private Capital
North Carolina
$231M +$20.6M +10% 4.75% 49.6% 561 12.66% 0.8
Cavalier Investments
3517
Cavalier Investments
Georgia
$231M -$832K -0.4% 10.2% 171% 157 43.95% 0.7
Foster Victor Wealth Advisors
3518
Foster Victor Wealth Advisors
South Carolina
$231M +$51.1M +28% 7.54% 78.2% 121 23.14% 0.7
Triangle Securities Wealth Management
3519
Triangle Securities Wealth Management
North Carolina
$231M +$26.2M +13% 8.88% 83.6% 164 7.93% 3.7
DLG
3520
Daniel L. Goodwin
$231M +$10.1M +5% 7.8% 72.6% 104 26.92% 3.8
PPP
3521
Private Portfolio Partners
New Jersey
$230M +$17.8M +8% 7.8% 16.9% 216 12.96% 0.8
MayTech Global Investments
3522
MayTech Global Investments
New York
$230M +$27.2M +13% 12% 158% 55 20% 1.3
Albar Capital
3523
Albar Capital
United Kingdom
$230M +$12.3M +6% 13.8% 163% 46 84.78% 0.1
Nucleo Capital
3524
Nucleo Capital
Brazil
$230M – – 43.2% 116% 2 – 0
MYDA Advisors
3525
MYDA Advisors
New York
$229M +$9.34M +4% 13.2% 232% 184 82.07% 0.2