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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)
Gardner Lewis Asset Management
3626
Gardner Lewis Asset Management
Pennsylvania
$291M -$163M -36% 10.1% 240% 103 63.11% 2.1
Waterfront Wealth
3627
Waterfront Wealth
Kansas
$291M +$28.2M +11% 9.62% 71.8% 251 6.37% 1.4
Independent Advisor Alliance
3628
Independent Advisor Alliance
North Carolina
$291M -$1.42B -83% 8.01% 135% 659 41.27% 3
Argyle Capital Management
3629
Argyle Capital Management
Pennsylvania
$291M +$34.1M +13% 15.2% 106% 128 3.13% 7.7
Monarch Alternative Capital
3630
Monarch Alternative Capital
New York
$291M -$15.3M -5% 11.8% 497% 8 0% 1.3
Siena Capital Partners
3631
Siena Capital Partners
Illinois
$291M -$4.53M -2% 4.4% 44.2% 106 9.43% 3.2
Nicolet Bankshares
3632
Nicolet Bankshares
Wisconsin
$291M -$59.7M -17% 9.02% 75.5% 201 12.44% 4.5
Searchlight Capital Partners
3633
Searchlight Capital Partners
New York
$290M -$10.8M -4% 0.56% 38.5% 6 16.67% 3.7
Stokes Capital Advisors
3634
Stokes Capital Advisors
South Carolina
$290M +$21.5M +8% 12.2% 61.3% 89 13.48% 3
CPIH
3635
Consolidated Press International Holdings
Australia
$290M – – 10.2% – 8 – 0
Sora Investors
3636
Sora Investors
Pennsylvania
$290M +$29.1M +11% 9.41% 179% 51 68.63% 0.2
Atlas Venture Advisors
3637
Atlas Venture Advisors
Massachusetts
$290M +$12.3M +4% 9.39% 34.6% 7 0% 3
Verde Servicos Internacionais
3638
Verde Servicos Internacionais
Brazil
$290M -$6.91M -2% 10.5% 130% 52 55.77% 0.5
Akaris Global Partners
3639
Akaris Global Partners
New York
$290M +$20.1M +7% 4.34% 35% 25 52% 0.7
Cardinal Point Wealth Management Partners
3640
Cardinal Point Wealth Management Partners
California
$290M +$80.1M +38% 4.58% – 70 31.43% 0.6
Cardinal Point Capital Management
3641
Cardinal Point Capital Management
Ontario, Canada
$290M – – 4.58% 65.8% 69 – 0
Permit Capital
3642
Permit Capital
Pennsylvania
$289M -$4.72M -2% 1.44% 121% 27 3.7% 4.9
REDW Wealth
3643
REDW Wealth
New Mexico
$289M +$29.4M +11% 6.46% 54.1% 140 25% 2.9
44 Wealth Management
3644
44 Wealth Management
Oregon
$289M +$46.2M +19% 15.9% – 183 18.03% 1.4
Lead Edge Capital Management
3645
Lead Edge Capital Management
New York
$289M +$48.7M +20% 7.21% 20.2% 10 30% 0.7
Rock Point Advisors
3646
Rock Point Advisors
Vermont
$289M +$19.9M +7% 9.36% 82.8% 101 12.87% 4.4
Waypoint Capital Advisors
3647
Waypoint Capital Advisors
Minnesota
$289M +$59M +26% 14.8% 50.3% 135 22.22% 0.7
Liberty Capital Management
3648
Liberty Capital Management
Michigan
$288M +$21.2M +8% 7.97% – 141 7.8% 5.2
Tennessee Valley Asset Management Partners
3649
Tennessee Valley Asset Management Partners
Tennessee
$288M +$33.2M +13% 7.44% 65.7% 117 22.22% 1.3
CenterStar Asset Management
3650
CenterStar Asset Management
Illinois
$288M -$137M -32% 6.09% 104% 419 0% 1