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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)
Financial Council
6551
Financial Council
Maryland
$82.6M -$1.11M -1% 4.16% 80% 48 14.58% 0.5
Caerus Investment Advisors
6552
Caerus Investment Advisors
Texas
$82.6M -$9.7M -11% 5.05% 85% 86 48.84% 0.2
D
6553
Drystone
Virginia
$82.5M -$13.7M -14% 8.14% – 21 14.29% 0.2
Highline Capital Management
6554
Highline Capital Management
New York
$82.4M -$31.2M -27% 2.26% 198% 16 31.25% 0.7
Long Corridor Asset Management
6555
Long Corridor Asset Management
Hong Kong
$82.1M +$31.6M +63% 8.58% 73.6% 14 50% 0.5
Thompson Davis & Co
6556
Thompson Davis & Co
Virginia
$82M -$38.3M -32% 15.9% 188% 153 52.29% 3.1
H.L. Ormond & Company
6557
H.L. Ormond & Company
North Carolina
$82M -$3.28M -4% 3.78% – 109 9.17% 0.2
NewView Capital Partners I
6558
NewView Capital Partners I
California
$81.9M -$39.5M -33% 31.3% 20.8% 3 0% 0.3
Meritech Capital Associates IV
6559
Meritech Capital Associates IV
California
$81.8M -$34.8M -30% 18.8% – 2 0% 0.3
Endicott Management
6560
Endicott Management
New York
$81.7M -$112M -58% 5.06% 229% 6 50% 1.5
Bridgefront Capital
6561
Bridgefront Capital
Texas
$81.5M -$21.6M -21% 4.68% 52.1% 471 85.77% 0.1
West Rim Capital Associates II
6562
West Rim Capital Associates II
Utah
$81.4M -$67M -45% 39.7% – 2 0% 0.3
Willner & Heller
6563
Willner & Heller
California
$81.3M +$6.1M +8% 5.56% – 150 12% 0.2
Sheets Smith Investment Management
6564
Sheets Smith Investment Management
Texas
$81.3M -$59.5M -42% 1.7% – 66 56.06% 0.5
Evermore Global Advisors
6565
Evermore Global Advisors
New Jersey
$81M -$11.5M -12% 4.23% 133% 13 15.38% 2.6
Forager Funds Management
6566
Forager Funds Management
Australia
$80.9M -$47.8M -37% 13.8% – 28 17.86% 0.2
G.F.W. Energy XII
6567
G.F.W. Energy XII
Texas
$80.7M -$39.8M -33% 16.3% 68.9% 10 70% 0.2
Maxele Advisors
6568
Maxele Advisors
Missouri
$80.6M -$6.05M -7% 4.06% – 93 15.05% 0.2
LWM Advisory Services
6569
LWM Advisory Services
Florida
$80.5M -$125K -0.2% 3.23% 64.9% 123 24.39% 0.2
Coastwise Capital Group
6570
Coastwise Capital Group
California
$80.5M – – 3.63% 88.8% 98 – 0
Caxton Corporation
6571
Caxton Corporation
New Jersey
$80.4M -$41.9M -34% 9.68% 512% 53 32.08% 1.4
KSCM
6572
Kamunting Street Capital Management
Florida
$80.3M -$54.6M -40% 12.1% 7.47% 60 68.33% 0.5
Forbes Financial Planning
6573
Forbes Financial Planning
Rhode Island
$80.3M -$21.2M -21% 4.15% 52.3% 38 23.68% 0.2
Danda Trouve Investment Management
6574
Danda Trouve Investment Management
Kansas
$79.9M -$8.33M -9% 3.06% 13% 149 33.56% 1.6
Spartan Planning & Wealth Management
6575
Spartan Planning & Wealth Management
North Carolina
$79.9M – – 2.21% – 143 – 0