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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)
Wela Strategies
4101
Wela Strategies
Georgia
$157M +$19.2M +14% 12.9% 51.3% 37 13.51% 1.9
Jackson Grant Investment Advisers
4102
Jackson Grant Investment Advisers
Connecticut
$157M +$21.6M +16% 16.1% 54.3% 226 9.29% 3.2
Spectrum Asset Management (Connecticut)
4103
Spectrum Asset Management (Connecticut)
Connecticut
$157M +$60.1M +62% 5.96% 0.74% 8 12.5% 3.2
MCA
4104
Mercer Capital Advisers
New Jersey
$157M +$21.6M +16% 16.8% 59.6% 184 10.33% 4.8
SC
4105
Stralem & Co
New York
$157M +$22.4M +17% 19% 25.5% 121 6.61% 1.4
Blueprint Investment Partners
4106
Blueprint Investment Partners
North Carolina
$157M +$58.6M +60% 13% 90.8% 39 41.03% 0.3
Seven Springs Wealth Group
4107
Seven Springs Wealth Group
Tennessee
$157M +$15M +11% 10.7% 59.2% 146 8.22% 0.5
AMC
4108
Asset Management Corp
Illinois
$157M +$45.2M +40% 19.6% 57.1% 140 20% 0.4
Cowen Investment Management
4109
Cowen Investment Management
New York
$157M -$17.6M -10% 10.5% 1.87% 70 72.86% 0.2
Brand Asset Management Group
4110
Brand Asset Management Group
Missouri
$157M +$21.3M +16% 19.4% 70.2% 280 15% 1.6
SCM
4111
SCW Capital Management
Texas
$157M +$44.8M +40% 22.7% 179% 9 22.22% 1
Old North State Trust
4112
Old North State Trust
North Carolina
$157M +$18.4M +13% 12.1% – 136 26.47% 1.5
Carrhae Capital
4113
Carrhae Capital
United Kingdom
$157M +$33.1M +27% 29.9% 182% 14 71.43% 0.6
General Equity Holdings
4114
General Equity Holdings
New York
$156M +$3.1M +2% 43.2% 775% 13 38.46% 0.7
WAM
4115
Westport Asset Management
Connecticut
$156M +$34.7M +29% 37.4% 64.2% 76 5.26% 3.4
Blue Grotto Capital
4116
Blue Grotto Capital
Georgia
$156M +$20.2M +15% 52.4% 300% 36 52.78% 0.3
SLA
4117
Silver Lake Advisory
Utah
$156M +$20.2M +15% 15.6% 76.7% 84 5.95% 4.1
Astoria Strategic Wealth
4118
Astoria Strategic Wealth
Texas
$156M +$26.2M +20% 12% 42.1% 34 32.35% 0.4
FountainVest China Capital Partners GP3
4119
FountainVest China Capital Partners GP3
Cayman Islands
$156M +$39.5M +34% 33.9% 121% 1 0% 0.5
BE
4120
Bonness Enterprises
District of Columbia
$156M +$17.7M +13% 13.9% 98.6% 42 0% 6.1
Conrad N. Hilton Foundation
4121
Conrad N. Hilton Foundation
California
$156M -$100M -39% 16.2% – 4 0% 2.1
ACM
4122
Aljian Capital Management
Nevada
$156M +$34.1M +28% 33.1% 162% 49 24.49% 1.2
Phoenician Capital
4123
Phoenician Capital
New York
$156M +$108M +228% 45% 41.1% 17 47.06% 0.8
Sage Capital Advisors
4124
Sage Capital Advisors
South Dakota
$156M +$33.5M +27% 19.7% 105% 105 16.19% 1.8
Morgens Waterfall Vintiadis & Co
4125
Morgens Waterfall Vintiadis & Co
New York
$156M +$48.9M +46% 53.7% 594% 38 39.47% 1.5