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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)
Slow Capital
2776
Slow Capital
California
$535M -$49.8M -9% 7.72% 156% 177 23.73% 3.3
PS
2777
Portfolio Strategies
New York
$535M -$825K -0.2% 7.98% 120% 53 22.64% 1.9
Ascent Wealth Partners
2778
Ascent Wealth Partners
New York
$535M -$26.8M -5% 5.83% 105% 160 17.5% 3.7
Paragon Capital Management (Colorado)
2779
Paragon Capital Management (Colorado)
Colorado
$535M -$88.5M -14% 8.29% 109% 563 67.14% 1.9
Sapphire Ventures
2780
Sapphire Ventures
Texas
$535M -$568M -52% 29.6% 27.9% 13 15.38% 0.8
Montecito Bank & Trust
2781
Montecito Bank & Trust
California
$534M -$29.4M -5% 3.9% – 282 10.28% 4.1
KC
2782
KCL Capital
New York
$534M -$451M -46% 11.2% 106% 77 59.74% 0.4
Inherent Group
2783
Inherent Group
New York
$534M -$53.7M -9% 2.41% 61.7% 60 60% 0.7
Exchange Capital Management
2784
Exchange Capital Management
Michigan
$534M -$16.8M -3% 4.31% 57.8% 168 4.17% 4.5
Mane Global Capital Management
2785
Mane Global Capital Management
New York
$534M -$53.1M -9% 4.92% 423% 46 78.26% 0.1
Greenline Partners
2786
Greenline Partners
New York
$534M +$3.08M +0.6% 1.38% 69.6% 141 9.22% 2.1
Hardy Reed
2787
Hardy Reed
Mississippi
$533M -$73.8M -12% 5.59% 69.7% 111 30.63% 2.3
Morningstar Investment Management
2788
Morningstar Investment Management
Illinois
$533M -$126M -19% 0.52% 48.2% 51 25.49% 1.2
Progeny 3 Inc
2789
Progeny 3 Inc
Washington
$533M +$163M +44% 27.2% 96.8% 27 29.63% 1.4
Cornerstone Retirement Group
2790
Cornerstone Retirement Group
Nevada
$533M +$532M +98,125% 3.33% – 3 33.33% 0.7
Condire Management
2791
Condire Management
Texas
$532M +$29.8M +6% 34.7% 187% 37 54.05% 0.5
Cahill Financial Advisors
2792
Cahill Financial Advisors
Minnesota
$532M +$13.7M +3% 2.46% 55.9% 229 9.61% 3.8
GWI
2793
Grace & White Inc
New York
$531M -$8.74M -2% 1.91% 59.6% 140 10% 5.9
CANC
2794
Culbertson A N & Co
Virginia
$531M +$281K +0.1% 0.98% 87.5% 116 4.31% 6.2
Crosslink Capital
2795
Crosslink Capital
California
$531M -$102M -16% 16.5% 135% 24 29.17% 2.8
Maltese Capital Management
2796
Maltese Capital Management
New York
$531M -$76.5M -13% 4.62% 114% 158 23.42% 2.4
Yale University
2797
Yale University
Connecticut
$530M +$83K +0% 6.8% 33.7% 12 33.33% 1.4
Formula Growth
2798
Formula Growth
Quebec, Canada
$530M -$32.8M -6% 11.5% 118% 156 21.79% 2.6
Adventist Health System West
2799
Adventist Health System West
California
$530M -$139M -21% 4.59% 60.2% 7 57.14% 1.6
RI
2800
RPTC Inc
Wyoming
$530M -$15.5M -3% 2.46% 66.4% 6 0% 3.3