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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)
Ally Bridge Group
4851
Ally Bridge Group
New York
$151M +$41.7M +38% 6.59% 844% 52 82.69% 0.3
Barrett & Company
4852
Barrett & Company
Rhode Island
$151M – – 5.55% 83.6% 590 – 0
Trail Ridge Investment Advisors
4853
Trail Ridge Investment Advisors
Colorado
$151M +$3.87M +3% 4.89% 83.9% 144 15.28% 0.7
AUA Capital Management
4854
AUA Capital Management
Pennsylvania
$151M -$20.8M -12% 4.28% 70.2% 382 4.71% 3.1
KCM
4855
Kempner Capital Management
Texas
$151M -$13M -8% 4.92% 60.9% 67 17.91% 3.5
GS Investments
4856
GS Investments
Minnesota
$151M -$23.3M -13% 3.48% 94.1% 155 1.94% 1.9
WA1
4857
Wimmer Associates 1
California
$151M -$2.36M -2% 6.1% 78.9% 113 7.08% 5
Running Point Capital Advisors
4858
Running Point Capital Advisors
California
$151M -$4.77M -3% 6.57% 52.1% 243 13.17% 0.9
BOCM
4859
Bontempo Ohly Capital Management
Maryland
$151M -$10.8M -7% 7.16% 49.6% 31 3.23% 4
One Charles Private Wealth Services
4860
One Charles Private Wealth Services
Massachusetts
$151M +$2.47M +2% 2.48% 99.7% 128 16.41% 1.1
SL
4861
SOF Ltd
Cayman Islands
$151M -$4.6M -3% 2.96% 42.3% 1 0% 5.8
Forte Asset Management
4862
Forte Asset Management
New York
$151M +$6.27M +4% 4.57% 57.7% 60 0% 0.3
Ceera Investments
4863
Ceera Investments
Texas
$151M -$24.3M -14% 4.54% 47.9% 73 17.81% 1.1
Aisling Capital Management
4864
Aisling Capital Management
New York
$151M +$10.4M +7% 19% 793% 19 10.53% 2.4
AREX Capital Management
4865
AREX Capital Management
New York
$151M -$12.7M -8% 6.52% 36.2% 17 17.65% 1.1
Union Heritage Capital
4866
Union Heritage Capital
Michigan
$151M -$4.72M -3% 2.44% 82.1% 53 0% 1.5
Coyle Financial Counsel
4867
Coyle Financial Counsel
Illinois
$150M -$32.5M -18% 5.21% 62.4% 62 11.29% 3
Smith Shellnut Wilson
4868
Smith Shellnut Wilson
Mississippi
$150M -$11.1M -7% 5.07% 98.6% 129 14.73% 4.2
MG
4869
Meditor Group
Bermuda
$150M -$51.9M -26% 16.2% 41.1% 4 0% 6.8
HCM
4870
Hall Capital Management
Rhode Island
$150M -$1.63M -1% 5.34% – 92 4.35% 5.2
Wealth Management Resources
4871
Wealth Management Resources
Rhode Island
$150M -$12.3M -8% 4.73% 37.7% 40 0% 0.7
SCM
4872
Springhouse Capital Management
Connecticut
$150M -$51.4M -25% 4.16% 52% 66 42.42% 1.1
Harvest Group Wealth Management
4873
Harvest Group Wealth Management
Massachusetts
$150M -$12M -7% 5.22% 28.1% 214 17.29% 0.8
United Bank (Georgia)
4874
United Bank (Georgia)
Georgia
$150M -$10.8M -7% 5.94% 81.2% 86 1.16% 4
Strategic Value Bank Partners
4875
Strategic Value Bank Partners
Ohio
$150M +$21M +16% 5.2% 98.1% 22 13.64% 0.6