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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)
Foresite Capital Management II
2776
Foresite Capital Management II
California
$286M +$39.5M +16% 27.8% 66.2% 15 46.67% 1.1
Probity Advisors
2777
Probity Advisors
Texas
$286M +$17.2M +6% 3.52% 61.7% 160 14.38% 1.2
Harber Asset Management
2778
Harber Asset Management
North Carolina
$286M +$13.9M +5% 8.48% 63.6% 53 33.96% 0.9
TRV GP III
2779
TRV GP III
Massachusetts
$286M – – 10.7% 170% 4 – 0
VHMC
2780
Value Holdings Management Company
New York
$285M +$21.6M +8% 9.89% 125% 35 20% 3.2
IC
2781
Immersion Capital
United Kingdom
$285M +$48.4M +20% 18.4% 63.4% 5 0% 1.4
Capital Planning Advisors
2782
Capital Planning Advisors
California
$285M +$29.4M +12% 6.88% 64.2% 132 16.67% 1.8
D'Orazio & Associates
2783
D'Orazio & Associates
Virginia
$285M +$14.8M +5% 3.75% 61.2% 356 24.44% 2.1
MP
2784
Meghalaya Partners
Connecticut
$284M – – 6.61% – 22 – 0
Grace Capital
2785
Grace Capital
Massachusetts
$284M +$8.78M +3% 6.46% 127% 93 20.43% 2.2
Mitchell Capital Management
2786
Mitchell Capital Management
Kansas
$284M +$9.8M +4% 6.1% 219% 97 34.02% 1
Front Street Capital Management
2787
Front Street Capital Management
Montana
$284M +$11.1M +4% 7.44% 316% 58 1.72% 1.4
IBT
2788
International Biotechnology Trust
United Kingdom
$284M +$26.8M +10% 13.9% 11.1% 71 29.58% 0.6
Telos Capital Management
2789
Telos Capital Management
California
$283M +$24.2M +9% 5.9% 71.1% 159 11.32% 2.9
CenturyLink Investment Management
2790
CenturyLink Investment Management
Colorado
$283M -$24.2M -8% 6.29% – 188 23.4% 2.5
KWMG
2791
King Wealth Management Group
Florida
$283M +$13.9M +5% 6.01% 86% 131 10.69% 2.8
High Falls Advisors
2792
High Falls Advisors
New York
$283M +$16M +6% 3.14% 56.9% 97 13.4% 1.4
Gibson Capital
2793
Gibson Capital
Pennsylvania
$282M +$2.28M +0.8% 3.91% 67.2% 37 0% 3.2
Gagnon Securities
2794
Gagnon Securities
New York
$282M +$12.8M +5% 9.34% 129% 102 17.65% 2.4
Hays Advisory
2795
Hays Advisory
Tennessee
$282M -$64.3M -19% 4.08% 31.8% 81 4.94% 1.4
Ferris Capital
2796
Ferris Capital
Massachusetts
$281M +$78.9M +39% 6.68% 67% 186 24.73% 0.4
Stonebridge Capital Management
2797
Stonebridge Capital Management
California
$281M +$15.4M +6% 6.01% – 145 7.59% 2.9
Canal Insurance Company
2798
Canal Insurance Company
South Carolina
$281M -$5.42M -2% 3.44% 114% 84 20.24% 3
Baldwin Investment Management
2799
Baldwin Investment Management
Pennsylvania
$281M +$15.8M +6% 7.39% 74.8% 112 3.57% 3.7
Welch Capital Partners
2800
Welch Capital Partners
New York
$281M -$16M -5% 2.97% 79.2% 47 21.28% 2.1