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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)
Defender Capital
3701
Defender Capital
North Carolina
$307M +$6.48M +2% 1.26% 101% 40 2.5% 1.4
CBTWT
3702
Community Bank & Trust (Waco, Texas)
Texas
$307M +$1.33M +0.4% 0.02% 124% 135 5.19% 4
Blue Water Life Science Advisors
3703
Blue Water Life Science Advisors
California
$307M +$41.6M +16% 3.08% 503% 27 29.63% 0.5
Siguler Guff Advisers
3704
Siguler Guff Advisers
New York
$307M -$28.5M -8% 9.39% 37.7% 11 54.55% 0.3
Sensible Financial Planning & Management
3705
Sensible Financial Planning & Management
Massachusetts
$307M +$10.8M +4% 0.56% 24.5% 45 4.44% 4.2
Altai Capital Management
3706
Altai Capital Management
California
$307M +$175M +132% 5.27% 24.9% 15 40% 0.5
Campbell & Co Investment Adviser
3707
Campbell & Co Investment Adviser
Maryland
$307M +$64.2M +26% 4.48% 31% 850 73.41% 0.2
Waterton Global Resource Management
3708
Waterton Global Resource Management
Ontario, Canada
$306M -$54.3M -15% 6.39% 21% 2 0% 2.1
Marks Wealth
3709
Marks Wealth
Maryland
$306M +$9.8M +3% 0.01% 165% 47 53.19% 0.4
CGN Advisors
3710
CGN Advisors
Kansas
$306M -$10.5M -3% 1.08% 48.9% 215 11.63% 0.7
WESPAC Advisors SoCal
3711
WESPAC Advisors SoCal
California
$306M +$4.45M +1% 1.61% 135% 90 17.78% 2.4
Greenlea Lane Capital Management
3712
Greenlea Lane Capital Management
Connecticut
$306M -$27.2M -8% 0.5% 99.7% 11 18.18% 1.9
Dynamo Administracao de Recursos
3713
Dynamo Administracao de Recursos
Brazil
$306M -$57.1M -16% 8.88% 350% 13 23.08% 1.3
Outlook Wealth Advisors
3714
Outlook Wealth Advisors
Texas
$306M -$6.95M -2% 0.05% 76% 228 15.35% 1.3
Fort Sheridan Advisors
3715
Fort Sheridan Advisors
Illinois
$306M +$5.74M +2% 1.26% 109% 206 13.59% 1.4
Bay Colony Advisors
3716
Bay Colony Advisors
Massachusetts
$305M +$5.69M +2% 0.3% 91.8% 371 13.75% 1.5
Corbyn Investment Management
3717
Corbyn Investment Management
Maryland
$305M +$36.1M +13% 0.11% 71% 97 23.71% 2.2
MI
3718
M3F Inc
Utah
$305M +$23.4M +8% 0.14% 139% 59 20.34% 2
SCM
3719
Stormborn Capital Management
Connecticut
$305M +$8.68M +3% 2.14% 256% 53 54.72% 0.4
Cary Street Partners Investment Advisory
3720
Cary Street Partners Investment Advisory
Virginia
$305M -$4.18M -1% 0.04% 84.1% 323 27.24% 1.2
Clean Yield Group
3721
Clean Yield Group
Vermont
$305M +$10.6M +4% 0.44% 80.7% 491 11.2% 1.7
CMH Wealth Management
3722
CMH Wealth Management
New Hampshire
$305M +$5.46M +2% 0.07% 88% 47 8.51% 2.9
Ratio Wealth Group
3723
Ratio Wealth Group
Colorado
$305M +$26M +9% 1.68% – 63 20.63% 0.6
Hudson Edge Investment Partners
3724
Hudson Edge Investment Partners
New Jersey
$305M -$9.42M -3% 0.81% 67.9% 137 5.11% 3.7
SeaBridge Investment Advisors
3725
SeaBridge Investment Advisors
New Jersey
$304M -$5.77M -2% 0.23% 139% 138 11.59% 4.7