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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)
S.C. Financial Services
6626
S.C. Financial Services
Arizona
$87M – – 10.2% – 125 – 0
Barnes Pettey Financial Advisors
6627
Barnes Pettey Financial Advisors
Mississippi
$87M – – 4.61% 79.7% 91 – 0
SPI
6628
Sutton Place Investors
New York
$87M – – 6.44% 84% 75 – 0
UMC
6629
United Maritime Capital
New York
$86.8M -$3M -3% 5.87% – 90 30% 0.7
Maxele Advisors
6630
Maxele Advisors
Missouri
$86.6M – – 9.12% – 86 – 0
Holland Advisory Services
6631
Holland Advisory Services
Florida
$86.5M – – 6.09% 63% 36 – 0
Merlin Capital
6632
Merlin Capital
Rhode Island
$86.5M – – 9.31% – 74 – 0
TLCM
6633
Tiger Legatus Capital Management
New York
$86M -$75.2M -47% 4.54% 19.1% 17 41.18% 1.4
AM
6634
Anqa Management
New York
$85.8M -$4.92M -5% 2.2% 171% 25 24% 0.7
Jetstream Capital
6635
Jetstream Capital
Tennessee
$85.8M -$17.4M -17% 19.4% – 37 72.97% 0.2
JCG
6636
John C. Goff
$85.7M – – 16.6% – 16 – 0
H.L. Ormond & Company
6637
H.L. Ormond & Company
North Carolina
$85.3M – – 10.8% – 105 – 0
WEO
6638
William E. Oberndorf
$85.2M -$42.9M -33% 4.7% 36.2% 6 0% 1.3
GC
6639
Gratia Capital
California
$84.9M -$35M -29% 1.82% 42.4% 45 53.33% 0.4
Wedgewood Investors
6640
Wedgewood Investors
Pennsylvania
$84.8M +$7.85M +10% 11% – 99 9.09% 5.8
Tradewinds LLC
6641
Tradewinds LLC
North Carolina
$84.7M – – 13.6% – 58 – 0
HA
6642
Havens Advisors
New York
$84.6M +$1.32M +2% 17.6% 460% 55 41.82% 0.5
Financial Council
6643
Financial Council
Maryland
$83.7M +$12.8M +18% 10.8% 88.6% 47 10.64% 0.2
Grand Central Investment Group
6644
Grand Central Investment Group
Florida
$83.6M +$8.18M +11% 7.15% – 38 5.26% 0.9
Hellman Jordan Management Company
6645
Hellman Jordan Management Company
Massachusetts
$83.3M +$11.7M +16% 7.42% 205% 78 48.72% 0.5
SCMU
6646
Steadfast Capital Management (UK)
United Kingdom
$83.2M -$1.89M -2% 0.14% – 40 37.5% 0.2
Colrain Capital
6647
Colrain Capital
Massachusetts
$83.1M +$29.7M +56% 12.1% – 25 8% 5.4
IDG-Accel China Capital GP II Associates
6648
IDG-Accel China Capital GP II Associates
Hong Kong
$83.1M -$67.2M -45% 44.7% – 2 0% 1
Newfound Research
6649
Newfound Research
Massachusetts
$82.8M +$21.1M +34% 9.53% 54.6% 141 27.66% 0.8
AtlasMark Financial
6650
AtlasMark Financial
Texas
$82.7M +$7.86M +11% 8.82% – 41 4.88% 2