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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)
Cornerstone Financial Management
8001
Cornerstone Financial Management
Massachusetts
$109M +$2.52M +2% 1.24% – 1,400 17.71% 0.2
SC
8002
Simcoe Capital
Washington
$109M +$2.79M +3% 6.64% – 37 32.43% 0.2
JCM
8003
JS Capital Management
New York
$109M -$56.2M -34% 34% 52.4% 1 0% 6.8
WealthSpring Partners
8004
WealthSpring Partners
California
$109M +$11.4M +12% 0.73% – 73 21.92% 2.4
PeakShares LLC
8005
PeakShares LLC
Florida
$109M +$6.53M +6% 1.43% – 134 33.58% 0.2
PC
8006
Payne Capital
Oregon
$109M +$10.7M +11% 0.2% – 66 36.36% 0.4
Drum Hill Capital
8007
Drum Hill Capital
Connecticut
$109M +$12.6M +13% 18.3% – 50 10% 1.1
Kassira Wealth Management
8008
Kassira Wealth Management
Tennessee
$109M +$3.46M +3% 1.27% – 68 32.35% 0.4
Infinity Wealth Counsel
8009
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 1.24% – 63 1.59% 1.1
Dougherty & Associates
8010
Dougherty & Associates
Florida
$109M -$3.03M -3% 3.59% – 56 7.14% 0.3
Board of the Pension Protection Fund
8011
Board of the Pension Protection Fund
United Kingdom
$109M +$3.7M +4% 8.3% – 266 46.99% 0.5
Sherman Asset Management
8012
Sherman Asset Management
California
$109M -$9.4M -8% 3.76% – 158 11.39% 1.1
TABR Capital Management
8013
TABR Capital Management
California
$109M -$41.2M -27% 1.17% – 76 61.84% 0.5
Kitching Partners
8014
Kitching Partners
Pennsylvania
$109M -$877K -0.8% 0.33% – 45 17.78% 1.3
Morangie Management
8015
Morangie Management
Florida
$109M -$17M -14% 11.6% – 34 0% 1.1
HSM
8016
H Squared Management
New York
$109M -$64.8M -37% 1.53% – 16 43.75% 0.2
Granite Islands Private Wealth
8017
Granite Islands Private Wealth
Connecticut
$109M -$54.9K -0.1% 4.99% – 82 15.85% 0.2
Rye Brook Capital
8018
Rye Brook Capital
Connecticut
$108M +$1.41M +1% 1.58% 77.2% 37 51.35% 1.1
University of Cambridge Investment Management
8019
University of Cambridge Investment Management
$108M -$83.6M -44% 6.6% – 1 0% 0.3
Finhabits Advisors
8020
Finhabits Advisors
New York
$108M +$1.83M +2% 1.1% – 15 0% 0.3
Eagle Wealth Advisors
8021
Eagle Wealth Advisors
Connecticut
$108M -$8.94M -8% 5.48% – 105 20% 0.2
Prospect Financial Group
8022
Prospect Financial Group
Virginia
$108M +$778K +0.7% 0.19% – 66 10.61% 1.1
Roan Capital Partners
8023
Roan Capital Partners
Tennessee
$108M – – 6.07% – 77 – 0
Broyhill Asset Management
8024
Broyhill Asset Management
North Carolina
$108M -$5.29M -5% 3.06% – 87 25.29% 1
City Center Advisors LLC
8025
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 1.26% – 187 33.16% 1