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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)
Engine Capital Management
3901
Engine Capital Management
New York
$247M -$100M -29% 13.1% 21.1% 50 44% 0.9
Trustees of General Electric Pension Trust
3902
Trustees of General Electric Pension Trust
Connecticut
$247M -$108M -30% 30.4% 184% 1 0% 5.5
Legacy Wealth Asset Management
3903
Legacy Wealth Asset Management
Minnesota
$247M -$34.3M -12% 12.5% 116% 349 14.04% 1.2
Liberty Wealth Management
3904
Liberty Wealth Management
California
$247M -$30.6M -11% 14% 64.2% 173 22.54% 1.6
Nishkama Capital LLC
3905
Nishkama Capital LLC
Puerto Rico
$246M -$106M -30% 24.2% 723% 46 71.74% 0.4
Shakespeare Wealth Management
3906
Shakespeare Wealth Management
Wisconsin
$246M -$31.6M -11% 13% 49.6% 77 10.39% 3
Bond Capital Management
3907
Bond Capital Management
California
$246M -$145M -37% 29.1% 47.5% 5 0% 0.3
Ford Financial Group
3908
Ford Financial Group
California
$246M -$15.1M -6% 14.2% 47.7% 140 22.14% 2.1
PhiloSmith Capital
3909
PhiloSmith Capital
Connecticut
$246M -$27.7M -10% 8.66% 47% 30 10% 4.5
Spinnaker Investment Group
3910
Spinnaker Investment Group
California
$245M -$61.9M -20% 11% 56.9% 94 27.66% 0.4
Bridge Creek Capital Management
3911
Bridge Creek Capital Management
Massachusetts
$245M -$54.5M -18% 13% 76.5% 106 7.55% 4.5
AWAM
3912
Appian Way Asset Management
New York
$245M +$25.3M +11% 9.72% 49.4% 51 64.71% 0.3
Semmax Financial Advisors
3913
Semmax Financial Advisors
North Carolina
$245M -$8.78M -3% 10% – 316 16.46% 2.5
Winch Advisory Services
3914
Winch Advisory Services
Wisconsin
$245M -$42.6M -15% 12.7% 80.8% 513 15.2% 3.6
Harrell Investment Partners
3915
Harrell Investment Partners
Texas
$245M -$37.7M -13% 14.6% 121% 102 12.75% 1.9
Kize Capital
3916
Kize Capital
New York
$245M -$37.5M -13% 13.9% 34.7% 7 0% 1.2
XTX Topco
3917
XTX Topco
Cayman Islands
$245M +$16.7M +7% 18.3% 87.3% 1,200 79.42% 0.1
Prentice Capital Management
3918
Prentice Capital Management
Connecticut
$245M -$177M -42% 35% 128% 34 64.71% 0.7
TRV GP III
3919
TRV GP III
Massachusetts
$244M -$124M -34% 16.3% 170% 7 0% 2.7
WealthOne
3920
WealthOne
New York
$244M -$39.5M -14% 14.3% 23.4% 142 28.17% 1.9
Butensky & Cohen Financial Security
3921
Butensky & Cohen Financial Security
Florida
$244M -$40.3M -14% 11.8% 81% 103 14.56% 4.7
Outlook Wealth Advisors
3922
Outlook Wealth Advisors
Texas
$244M -$54.6M -18% 12% 70% 209 17.22% 1.8
Avalon Capital Management
3923
Avalon Capital Management
California
$244M -$16.2M -6% 13.5% 151% 76 27.63% 1.3
Optas LLC
3924
Optas LLC
Texas
$244M -$61.4M -20% 17.2% 118% 157 15.29% 2
TLP
3925
Tri Locum Partners
New York
$244M -$11.8M -5% 2.33% 357% 67 68.66% 0.2