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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)
Accel X Associates
2676
Accel X Associates
California
$295M – – 23.9% – 1 – 0
Relaxing Retirement Coach
2677
Relaxing Retirement Coach
Massachusetts
$295M -$38.4M -12% 11.7% 28.6% 54 7.41% 0.9
ACK Asset Management
2678
ACK Asset Management
Connecticut
$295M -$69.1M -19% 12.5% 132% 38 42.11% 0.9
George Kaiser Family Foundation
2679
George Kaiser Family Foundation
Oklahoma
$294M -$24.5M -8% 24.1% 106% 20 15% 2
KCP
2680
KDI Capital Partners
North Carolina
$294M -$20.9M -7% 10.9% 77.1% 61 21.31% 2.2
Focused Wealth Management
2681
Focused Wealth Management
New York
$293M -$807K -0.3% 11.5% 73.9% 792 20.58% 3
CCM
2682
Castine Capital Management
Massachusetts
$293M -$43.6M -13% 17.8% 13.9% 50 36% 1.9
Bain Capital Life Sciences Investors
2683
Bain Capital Life Sciences Investors
Massachusetts
$293M -$148M -34% 28.9% 507% 6 0% 0.8
Nalanda India Equity Fund
2684
Nalanda India Equity Fund
Mauritius
$292M – – 11.8% 30.2% 1 – 0
StrategIQ Financial Group
2685
StrategIQ Financial Group
Indiana
$292M -$23.7M -8% 9.93% 12.6% 192 11.46% 1.8
Texas Treasury Safekeeping Trust Company
2686
Texas Treasury Safekeeping Trust Company
Texas
$292M -$49.9M -15% 3.18% 43.7% 5 0% 0.6
Nicholas Hoffman & Company
2687
Nicholas Hoffman & Company
Georgia
$291M -$6.23M -2% 11.1% 65.1% 197 14.72% 1.9
OIA
2688
Optimum Investment Advisors
Illinois
$291M -$71M -20% 11.7% 125% 1,089 15.61% 1.6
Fairfield, Bush & Co
2689
Fairfield, Bush & Co
Connecticut
$291M -$65.6M -18% 13.1% 112% 164 13.41% 3.8
BDO Wealth Advisors
2690
BDO Wealth Advisors
Florida
$291M -$18.8M -6% 9.85% 38.3% 666 19.07% 1.1
CCA
2691
Castle Creek Arbitrage
Colorado
$290M -$130M -31% 0.42% 17.2% 87 39.08% 0.8
FPFS
2692
First Personal Financial Services
North Carolina
$290M -$26.7M -8% 8.46% 31.5% 713 12.9% 2.2
Elm Partners Management
2693
Elm Partners Management
Pennsylvania
$290M – – 6.57% 46.9% 31 – 0
Cozad Asset Management
2694
Cozad Asset Management
Illinois
$290M -$52.2M -15% 12.6% 132% 257 17.12% 0.5
Montecito Bank & Trust
2695
Montecito Bank & Trust
California
$289M -$45.6M -14% 12% – 209 11.96% 3
CDIA
2696
Capital Directions Investment Advisors
Georgia
$289M -$40.5M -12% 14.8% 7.53% 182 55.49% 1.9
Beaconlight Capital
2697
Beaconlight Capital
New York
$289M -$17.9M -6% 24.9% 282% 43 79.07% 0.5
Quattro Financial Advisors
2698
Quattro Financial Advisors
Texas
$289M +$13.9M +5% 8.45% 77.6% 98 25.51% 0.7
Eagle Boston Investment Management
2699
Eagle Boston Investment Management
Massachusetts
$289M -$825M -74% 19.5% 71.5% 123 2.44% 4.3
Red Cedar Investment Management
2700
Red Cedar Investment Management
Michigan
$289M -$49.5M -15% 8.53% 81.4% 27 0% 0.3