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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)
Cheviot Value Management
2401
Cheviot Value Management
California
$813M +$290M +55% 8.55% 77.8% 458 85.37% 0.8
Atom Investors
2402
Atom Investors
Texas
$813M +$7.87M +1% 4.44% 83.4% 669 55.16% 0.5
Rossmore Private Capital
2403
Rossmore Private Capital
Connecticut
$812M +$3.43M +0.4% 0.39% 87.1% 251 8.76% 4.7
SYM Financial Corp
2404
SYM Financial Corp
Indiana
$812M +$38.1M +5% 1.38% 64.3% 394 26.14% 1.6
Ikarian Capital
2405
Ikarian Capital
Texas
$811M +$76.2M +10% 11.8% 5,184% 229 55.46% 0.6
L & S Advisors
2406
L & S Advisors
California
$811M -$102M -11% 0.65% 231% 386 16.84% 1.9
Sunriver Management
2407
Sunriver Management
Connecticut
$810M -$25.4M -3% 9.57% 9.27% 26 42.31% 1.1
Alibaba Group
2408
Alibaba Group
Hong Kong
$810M +$265M +49% 67% 2.06% 4 25% 5.3
Paloma Partners
2409
Paloma Partners
Connecticut
$809M -$1.43B -64% 3.77% 314% 296 77.7% 0.4
Clean Energy Transition
2410
Clean Energy Transition
United Kingdom
$808M -$1.86B -70% 9.41% 129% 19 47.37% 1.1
Quest Investment Management
2411
Quest Investment Management
Oregon
$807M -$54.3M -6% 4.34% 105% 87 13.79% 5.2
Kadensa Capital
2412
Kadensa Capital
Hong Kong
$806M -$17.7M -2% 1.44% 191% 77 59.74% 0.3
Trivium Point Advisory
2413
Trivium Point Advisory
Connecticut
$806M +$13.6M +2% 0.81% 106% 356 10.67% 2.4
Sheets Smith Wealth Management
2414
Sheets Smith Wealth Management
North Carolina
$805M -$14.5M -2% 0.56% 83.4% 395 14.94% 5.2
Coastline Trust
2415
Coastline Trust
Rhode Island
$804M -$49.6M -6% 3.63% 106% 430 9.3% 4.6
MIG Capital
2416
MIG Capital
California
$804M -$167M -17% 1.15% 118% 94 64.89% 0.8
Galaxy Group Investments
2417
Galaxy Group Investments
New York
$804M -$344M -30% 13.3% – 30 66.67% 0.1
Elequin Capital
2418
Elequin Capital
New York
$802M -$460M -36% 7.79% 52.4% 687 77.58% 0.2
Trium Capital
2419
Trium Capital
United Kingdom
$801M +$96.2M +14% 23.8% 215% 64 54.69% 0.7
Clough Capital Partners
2420
Clough Capital Partners
Massachusetts
$801M -$80.4M -9% 0.14% 175% 142 41.55% 1.2
Atlas Capital Advisors
2421
Atlas Capital Advisors
Wyoming
$800M +$12.6M +2% 1.55% – 1,037 16.01% 3
Fiducient Advisors
2422
Fiducient Advisors
Illinois
$800M -$9.6M -1% 2.5% 52.3% 172 27.91% 1.6
CKW Financial Group
2423
CKW Financial Group
Hawaii
$800M -$12.5M -2% 0.8% 70.3% 262 30.92% 5.5
Night Owl Capital Management
2424
Night Owl Capital Management
Connecticut
$800M +$25.8M +3% 0.63% 162% 28 0% 4.3
American Securities
2425
American Securities
New York
$799M -$124M -13% 13.5% – 1 0% 0.3