We are live on ! Find out more

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
PA
2576
Planning Alternatives
Michigan
$607M -$5.35M -0.9% 1.21% 69.6% 46 6.52%
GKFF
2577
George Kaiser Family Foundation
Oklahoma
$606M -$22.4M -4% 12.7% 106% 49 12.24%
MCM
2578
MV Capital Management
Maryland
$605M +$15.9M +3% 0.37% 67.6% 739 11.1%
RIM
2579
Rockbridge Investment Management
New York
$605M +$14.9M +3% 1.12% 38.6% 780 7.18%
IVMX
2580
Institutional Venture Management XIV
California
$604M +$53.2M +10% 13.2% 18.1% 5 40%
CFD
2581
Creative Financial Designs
Indiana
$604M +$27.8M +5% 1.11% 56.2% 1,488 10.28%
CA
2582
Cornerstone Advisory
Maryland
$604M +$10.4M +2% 0.63% 53.5% 226 7.96%
ECM
2583
Engle Capital Management
Connecticut
$604M -$78.7M -12% 8.99% 398% 34 64.71%
ZIG
2584
Zuckerman Investment Group
Illinois
$604M -$30.5M -5% 2.44% 111% 121 12.4%
CC
2585
Callan Capital
California
$602M +$26.2M +5% 1.29% 20.1% 88 1.14%
WAM
2586
Wallington Asset Management
Indiana
$601M +$18.3M +3% 1.07% 108% 80 17.5%
K
2587
Kemper
Illinois
$601M +$5.73M +1% 1.1% 28.6% 45 8.89%
PCA
2588
Private Capital Advisors
Connecticut
$601M +$9.39M +2% 2.69% 138% 108 16.67%
MIM
2589
Morningstar Investment Management
Illinois
$599M -$293M -33% 1.16% 48.2% 49 28.57%
HWA
2590
HCR Wealth Advisors
California
$599M +$23.2M +4% 1.17% 91% 208 13.46%
HLA
2591
Hamilton Lane Advisors
Pennsylvania
$596M +$277M +87% 7.01% 187% 102 52.94%
WI
2592
WBI Investments
New Jersey
$596M -$54.7M -8% 0.93% 97.3% 245 55.1%
RVM
2593
RiverVest Venture Management
Missouri
$596M +$84M +16% 20.1% 16.5% 5 0%
LBIM
2594
Land & Buildings Investment Management
Connecticut
$596M +$61.9M +12% 3.17% 53.9% 21 19.05%
SC
2595
Sierra Capital
Florida
$595M +$55.8M +10% 0.57% 32.4% 508 9.65%
W
2596
Wealthquest
Ohio
$593M +$8.05M +1% 0.25% 52.1% 150 12.67%
EI
2597
EAM Investors
California
$593M -$55.1M -9% 29.4% 6,012% 448 71.43%
GSIS
2598
Global Strategic Investment Solutions
Arizona
$592M -$2.58M -0.4% 2.11% 51.8% 148 12.16%
MCM
2599
Makena Capital Management
California
$592M -$84.8M -13% 5.22% 78.7% 46 15.22%
RCG
2600
Rock Creek Group
District of Columbia
$592M -$85.5M -13% 0.2% 37.2% 201 20.4%