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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 Time
Held (Qtrs)
ECM
3626
Empirical Capital Management
Tennessee
$109M +$2.44M +2% 3.05% – 35 25.71% 1.5
GIM
3627
Greenwich Investment Management
Connecticut
$109M -$20M -15% 5.85% – 51 13.73% 3.9
VCM
3628
Venator Capital Management
Ontario, Canada
$109M +$6.24M +6% 2.94% 154% 18 38.89% 1.4
AWS
3629
Aris Wealth Services
Pennsylvania
$109M +$1.99M +2% 1.63% – 656 27.44% 2
CG
3630
Caprock Group
Idaho
$109M +$11.3M +12% 1.95% – 89 21.35% 1.6
LJAC
3631
L.J. Altfest & Co
New York
$109M +$1.63M +2% 0.62% 90.3% 105 12.38% 3.3
NO
3632
Ninety One
South Africa
$109M – – 3.47% 193% 23 – 0
JSA
3633
Jacobson & Schmitt Advisors
Wisconsin
$109M +$5.07M +5% 0.11% 70.3% 36 11.11% 1.7
MMPW
3634
Mitchell McLeod Pugh & Williams
Alabama
$109M -$1.09M -1% 0.2% 90.7% 157 4.46% 1.9
SGH
3635
Schonfeld Group Holdings
New York
$109M +$95.6M +738% 3.86% – 83 90.36% 0.3
AEC
3636
Advance Emerging Capital
United Kingdom
$109M +$3.17M +3% 0% – 14 7.14% 5.2
SCM
3637
SkyTop Capital Management
New Jersey
$109M -$50.1M -32% 3.06% 50.2% 23 69.57% 1.9
MCO
3638
MAK Capital One
New York
$108M -$43.1M -28% 4.8% 200% 7 42.86% 3.4
KAM
3639
Kokusai Asset Management
Japan
$108M +$12.7M +13% 0.51% – 41 7.32% 6
OIM
3640
Orca Investment Management
Oregon
$108M -$3.84M -3% 0.36% 122% 88 21.59% 4.3
MCM
3641
Millie Capital Management
California
$108M +$1.2M +1% 0.93% 24.5% 67 8.96% 1.8
HIP
3642
Hatteras Investment Partners
North Carolina
$108M -$78.7M -42% 0.41% – 170 60.59% 1.5
SAM
3643
Security Asset Management
New York
$108M +$3.38M +3% 0.66% 67.4% 77 2.6% 1.9
PWMAG
3644
Pinnacle Wealth Management Advisory Group
New Jersey
$108M -$3.41M -3% 1.3% 80.5% 109 16.51% 1.8
PL
3645
Plancorp LLC
Missouri
$108M +$7.29M +7% 2.05% 67.3% 112 53.57% 3.4
SCM
3646
Shah Capital Management
North Carolina
$108M -$6.87M -6% 10.3% 287% 11 9.09% 5.1
WCWM
3647
Willow Creek Wealth Management
California
$107M +$913K +0.9% 2.1% 36.5% 16 12.5% 1.8
MMM
3648
Mendel Money Management
Illinois
$107M -$195K -0.2% 1.66% 75.4% 54 11.11% 2.7
IRS
3649
Invictus RG (Singapore)
Singapore
$107M +$2.21M +2% 0.23% – 793 52.33% 2.5
AWM
3650
AllSquare Wealth Management
New York
$107M +$2.54M +2% 0.46% 62.4% 352 10.51% 1.8