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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)
Fernwood Investment Management
3701
Fernwood Investment Management
Massachusetts
$209M +$7.36M +4% 18.2% 83.4% 196 27.04% 3
SP
3702
StackLine Partners
New York
$209M +$14.6M +7% 12.2% 12.7% 17 35.29% 0.7
VS
3703
VK Services
California
$209M -$87.4M -30% 22.4% 1,605% 1 0% 1
Bison Wealth
3704
Bison Wealth
Georgia
$209M +$28.8M +16% 6.96% 37.4% 400 44.5% 1.7
Shah Capital Management
3705
Shah Capital Management
North Carolina
$209M +$23.4M +13% 11.4% 287% 18 16.67% 2.5
Samsara BioCapital
3706
Samsara BioCapital
California
$209M +$61.8M +42% 68.4% 1,580% 21 23.81% 0.7
DA
3707
DSC Advisors
Illinois
$209M -$297M -59% 12.6% 3.18% 109 35.78% 1.6
Summit Financial Group
3708
Summit Financial Group
West Virginia
$209M +$11.9M +6% 6.25% 26.1% 158 4.43% 1.6
McIlrath & Eck
3709
McIlrath & Eck
Washington
$208M +$19.1M +10% 6.13% 44% 684 9.06% 1.5
PCM
3710
Perritt Capital Management
Illinois
$208M -$27.2M -12% 7.38% 80.9% 235 12.77% 3.5
Summit Partners
3711
Summit Partners
Massachusetts
$208M -$300M -59% 32.5% 13.7% 8 25% 3.6
Perennial Advisors
3712
Perennial Advisors
New York
$208M +$15.2M +8% 7.95% – 81 11.11% 2.6
TLWM Financial
3713
TLWM Financial
Texas
$208M +$13.7M +7% 5.89% 53.9% 70 34.29% 1.3
HHM Wealth Advisors
3714
HHM Wealth Advisors
Tennessee
$208M +$32.3M +18% 6.99% 62.3% 91 17.58% 0.8
MCM
3715
McMillion Capital Management
North Carolina
$208M +$19.6M +10% 9.74% 59.3% 290 7.24% 1.3
Meridian Wealth Management
3716
Meridian Wealth Management
Kentucky
$208M -$4.47M -2% 12.7% 117% 226 24.78% 1.5
AWAM
3717
Appian Way Asset Management
New York
$208M – – 9.77% 49.4% 29 – 0
Leelyn Smith
3718
Leelyn Smith
Illinois
$208M – – 6.37% 77.3% 327 – 0
CenturyLink Investment Management
3719
CenturyLink Investment Management
Colorado
$208M -$12M -5% 9.44% – 167 17.37% 3.5
Precept Management
3720
Precept Management
Texas
$208M +$41.2M +25% 20.1% 110% 87 64.37% 0.6
QCMC
3721
Quantum Capital Management (California)
California
$207M +$10.1M +5% 12.9% 53.7% 334 5.09% 1.5
GCM
3722
Grisanti Capital Management
New York
$207M +$24.4M +13% 10.2% 17.9% 55 9.09% 2.7
D. Scott Neal
3723
D. Scott Neal
Kentucky
$207M +$13.1M +7% 5.02% 105% 43 20.93% 2.5
Globe Life
3724
Globe Life
Texas
$207M +$18.1M +10% 8.51% 60.1% 1 0% 3
Old Port Advisors
3725
Old Port Advisors
Maine
$207M +$16.1M +8% 7.07% 114% 185 9.73% 1.3