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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)
KPCB XIII Associates
2751
KPCB XIII Associates
California
$543M +$56.9M +12% 24.5% – 4 0% 0.5
Six Columns Capital
2752
Six Columns Capital
Texas
$543M -$18.6M -3% 15.8% – 71 73.24% 0.2
Duncker Streett & Co
2753
Duncker Streett & Co
Missouri
$542M +$18M +3% 7.99% 90.9% 527 9.87% 4.1
Dean Investment Associates
2754
Dean Investment Associates
Ohio
$542M +$11.7M +2% 3.46% 63.5% 246 14.23% 2.8
PGIM Custom Harvest
2755
PGIM Custom Harvest
New Jersey
$542M +$134M +33% 7.9% 78.2% 228 10.53% 0.4
IAIM
2756
International Assets Investment Management
Florida
$541M -$545M -50% 7.35% 88.5% 2,260 78.85% 0.8
Advocacy Wealth Management Services
2757
Advocacy Wealth Management Services
Georgia
$540M +$40M +8% 4.65% 48.3% 213 37.56% 1.8
Evermay Wealth Management
2758
Evermay Wealth Management
Virginia
$540M +$39.6M +8% 6.26% 56.2% 520 65.77% 1.2
Sierra Capital
2759
Sierra Capital
Florida
$539M +$5.98M +1% 4.59% 32.4% 489 12.68% 0.2
South Street Advisors
2760
South Street Advisors
New York
$539M +$223M +71% 12.5% 169% 68 52.94% 2
Whetstone Capital Advisors
2761
Whetstone Capital Advisors
Kansas
$538M +$64.2M +14% 25.4% 282% 32 25% 1.6
EFG Asset Management (Americas)
2762
EFG Asset Management (Americas)
Florida
$538M +$49.2M +10% 9.25% 112% 141 8.51% 2.4
MPM Asset Management
2763
MPM Asset Management
Massachusetts
$538M +$20.3M +4% 0.23% 5.89% 9 11.11% 1.9
FORA Capital
2764
FORA Capital
Florida
$538M +$233M +77% 11.3% 162% 1,262 75.36% 0.2
Hunter Perkins Capital Management
2765
Hunter Perkins Capital Management
Illinois
$537M +$42.6M +9% 6.4% 58% 89 10.11% 0.8
Dock Street Asset Management
2766
Dock Street Asset Management
Florida
$537M +$57.6M +12% 14.3% 175% 78 17.95% 2.6
Unison Advisors
2767
Unison Advisors
District of Columbia
$537M +$16.4M +3% 5.51% 54.6% 198 18.69% 1.8
RR Advisors
2768
RR Advisors
Texas
$536M +$131M +32% 28.2% 115% 24 29.17% 2.4
Winslow Asset Management
2769
Winslow Asset Management
Ohio
$536M +$42.6M +9% 7.7% 89.9% 86 10.47% 5.1
Litman Gregory Wealth Management
2770
Litman Gregory Wealth Management
California
$536M +$25.1M +5% 5.44% 55.5% 198 65.66% 3.3
Rinet Company
2771
Rinet Company
Massachusetts
$535M +$46.9M +10% 6.7% 33.1% 82 8.54% 1.6
Donoghue Forlines
2772
Donoghue Forlines
Massachusetts
$535M +$20M +4% 6.14% 199% 264 46.21% 0.3
Crescent Capital Consulting
2773
Crescent Capital Consulting
Louisiana
$534M +$78.2M +17% 6.59% – 571 20.49% 0.4
Oasis Management Company
2774
Oasis Management Company
Cayman Islands
$534M -$27.9M -5% 3.21% 368% 101 60.4% 0.3
Land & Buildings Investment Management
2775
Land & Buildings Investment Management
Connecticut
$534M +$62.8M +13% 10.8% 53.9% 24 33.33% 1