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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)
DA
3076
DSC Advisors
Illinois
$168M -$23.1M -12% 5.56% 3.18% 73 42.47% 0.8
Cartica Management
3077
Cartica Management
District of Columbia
$168M +$24.8M +17% 6.76% 92.9% 3 33.33% 1.5
Raab & Moskowitz Asset Management
3078
Raab & Moskowitz Asset Management
New Jersey
$168M +$431K +0.3% 1.49% 75% 134 14.18% 1.7
Hollow Brook Wealth Management
3079
Hollow Brook Wealth Management
New York
$168M -$33.9M -17% 1.72% 92.8% 61 27.87% 1.7
BW Gestao de Investimentos
3080
BW Gestao de Investimentos
Brazil
$167M +$59.4M +55% 2.02% 95.1% 84 16.67% 1.3
Arete Wealth Advisors
3081
Arete Wealth Advisors
Illinois
$167M +$2.38M +1% 1.7% 85.3% 173 36.42% 1.1
River Wealth Advisors
3082
River Wealth Advisors
Pennsylvania
$167M +$9.5M +6% 2.75% 80.3% 150 8% 0.9
Geller Advisors
3083
Geller Advisors
New York
$167M -$657K -0.4% 1.59% 20.4% 31 22.58% 2.1
WIP
3084
Wellesley Investment Partners
Massachusetts
$167M +$21.6M +15% 2.25% 22.7% 95 15.79% 0.2
Bach Option
3085
Bach Option
Hong Kong
$167M +$62.7M +60% 2.22% 30.6% 144 67.36% 0.1
Aull & Monroe Investment Management
3086
Aull & Monroe Investment Management
Alabama
$167M +$5.5M +3% 4.2% 98.3% 126 7.94% 2.3
Polaris Venture Management Co VI
3087
Polaris Venture Management Co VI
Massachusetts
$167M – – 86.1% – 2 – 0
SFSIG
3088
San Francisco Sentry Investment Group
California
$167M +$7.19M +5% 2.06% 436% 170 16.47% 2.1
BerganKDV Wealth Management
3089
BerganKDV Wealth Management
Minnesota
$167M – – 2.72% 27.9% 131 – 0
Mathes Company
3090
Mathes Company
New York
$167M -$9.6M -5% 0.74% 121% 139 18.71% 2
Concourse Capital Management
3091
Concourse Capital Management
Georgia
$166M +$9.27M +6% 2.25% 107% 75 69.33% 0.4
KCM
3092
Kempner Capital Management
Texas
$166M -$4.01M -2% 1.47% 60.9% 76 7.89% 1.9
Arbor Investment Advisors
3093
Arbor Investment Advisors
North Carolina
$166M -$893K -0.5% 1% 44.3% 42 7.14% 2.5
Delphi Management
3094
Delphi Management
Massachusetts
$166M +$11.1M +7% 3.32% 111% 110 24.55% 1.5
Weik Capital Management
3095
Weik Capital Management
Pennsylvania
$166M +$103K +0.1% 2.84% 66.9% 111 10.81% 2.2
SCC
3096
Second Curve Capital
Pennsylvania
$166M -$38.9M -19% 7.51% 160% 25 24% 1.9
Enterprise Financial Services Corp (EFSC)
3097
Enterprise Financial Services Corp (EFSC)
Missouri
$166M -$2.82M -2% 1.42% 100% 1,220 19.84% 2.1
Wind River Trust Company
3098
Wind River Trust Company
Wyoming
$166M +$21.9M +15% 0.07% 62.1% 8 0% 2.4
StratiFi
3099
StratiFi
California
$166M -$105M -39% 3.68% – 26 38.46% 0.7
LCM
3100
Lionstone Capital Management
New York
$166M -$21.8M -12% 1.43% 74.1% 14 14.29% 2.4