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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)
WCM
5626
Westerly Capital Management
California
$152M – – 0.12% 116% 45 – 0.6
Saiph Capital
5627
Saiph Capital
New Jersey
$152M – – 10.1% 52.4% 38 – 0
Equinox Partners Investment Management
5628
Equinox Partners Investment Management
Connecticut
$152M -$8.63M -5% 5.98% 241% 14 21.43% 1.8
Jentner Corp
5629
Jentner Corp
Ohio
$152M +$5.43M +4% 4% 38.9% 35 8.57% 3.2
Range Financial Group
5630
Range Financial Group
Oregon
$152M +$12.8M +9% 12.9% 195% 177 14.12% 0.6
GECH
5631
Garnet Equity Capital Holdings
New York
$152M +$45.1M +42% 1.65% 302% 59 55.93% 0.7
Members Advisory Group
5632
Members Advisory Group
New York
$151M – – 5.13% 70.6% 22 – 0
Courage Capital Management
5633
Courage Capital Management
Tennessee
$151M -$35.3M -19% 0.69% 86.5% 43 11.63% 1.6
McGinn Penninger Investment Management
5634
McGinn Penninger Investment Management
Virginia
$151M +$12.5M +9% 11.3% 51.9% 41 17.07% 0.8
Totem Point Management
5635
Totem Point Management
New York
$151M -$2.29M -1% 19.6% 577% 18 33.33% 1.3
SAMT
5636
Select Asset Management & Trust
Pennsylvania
$151M +$12.6M +9% 9.49% 68.4% 68 10.29% 3
FP
5637
Factorial Partners
New York
$151M +$4.08M +3% 4.98% 88.7% 102 18.63% 2.1
Mangham Associates
5638
Mangham Associates
Virginia
$151M -$4.26M -3% 7.24% 24.4% 8 12.5% 1.9
Rutabaga Capital Management
5639
Rutabaga Capital Management
Massachusetts
$151M -$55.5M -27% 0.37% 57% 54 7.41% 3.3
Peterson Wealth Services
5640
Peterson Wealth Services
Utah
$151M – – 12% 160% 87 – 0
Garrison Point Advisors
5641
Garrison Point Advisors
California
$151M +$13.1M +10% 10% 81.5% 157 8.92% 2.3
Ardent Capital Management
5642
Ardent Capital Management
Ohio
$151M – – 8.53% 87.2% 28 – 0
Cohen & Co Financial Management
5643
Cohen & Co Financial Management
New York
$151M -$88M -37% 0.04% – 189 61.38% 0.2
SVB Investment Services
5644
SVB Investment Services
Utah
$150M +$406K +0.3% 5.3% – 39 5.13% 1.8
TWS
5645
Thomas W. Smith
$150M +$4.94M +3% 3.33% – 8 0% 6.7
WealthTrust Asset Management
5646
WealthTrust Asset Management
Florida
$150M +$38M +34% 8.96% 102% 81 19.75% 0.4
Solitude Financial Services
5647
Solitude Financial Services
Virginia
$150M +$5.11M +4% 7.45% 62.4% 44 15.91% 0.9
TMC
5648
Trellus Management Company
Florida
$150M +$13M +9% 4.18% 268% 79 55.7% 1.6
Berkeley Inc
5649
Berkeley Inc
Idaho
$150M +$14.4M +11% 6.58% 49.4% 94 11.7% 0.8
Planning Directions
5650
Planning Directions
Pennsylvania
$150M +$12.8M +9% 6.92% 46.3% 78 7.69% 1.5