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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)
Beaird Harris Wealth Management
3176
Beaird Harris Wealth Management
Texas
$363M +$86.1M +31% 11.4% 41.3% 673 41.75% 0.4
Iron Gate Global Advisors
3177
Iron Gate Global Advisors
Utah
$363M -$74.8M -17% 18.6% 106% 107 23.36% 2.4
Index Venture Growth Associates I
3178
Index Venture Growth Associates I
Jersey
$363M -$81.5M -18% 18.3% 30.9% 1 0% 1
MTC
3179
Matrix Trust Company
Colorado
$362M -$42.4M -10% 12% 51.4% 55 9.09% 1.1
Bulldog Investors
3180
Bulldog Investors
New Jersey
$362M -$27.3M -7% 7.18% 22.5% 367 17.71% 0.8
Nelson Capital Management
3181
Nelson Capital Management
California
$362M -$149M -29% 12.5% 121% 107 10.28% 4.7
PenderFund Capital Management
3182
PenderFund Capital Management
British Columbia, Canada
$362M -$46.6M -11% 7.12% 129% 209 33.49% 0.8
A
3183
Apoletto
British Virgin Islands
$362M -$18.5M -5% 11.6% 192% 17 11.76% 1.1
Pacific Capital Wealth Advisors
3184
Pacific Capital Wealth Advisors
California
$361M +$11.2M +3% 12.3% 54.1% 93 11.83% 1.8
Formula Growth
3185
Formula Growth
Quebec, Canada
$361M -$169M -32% 23.6% 118% 147 16.33% 2.9
Hartford Financial Management
3186
Hartford Financial Management
Connecticut
$361M -$53.8M -13% 11.6% 87.9% 394 4.06% 4.6
Kesler Norman & Wride
3187
Kesler Norman & Wride
Utah
$361M -$88.8M -20% 11.8% 76% 151 7.95% 1.4
Varenne Capital Partners
3188
Varenne Capital Partners
France
$361M -$132M -27% 10.5% 212% 19 52.63% 0.3
TAP Consulting
3189
TAP Consulting
Missouri
$360M -$21.2M -6% 9.06% 3.08% 153 35.95% 1.9
Lead Edge Capital Management
3190
Lead Edge Capital Management
New York
$360M -$96.5M -21% 26.3% 20.2% 9 0% 0.4
MPM BioImpact
3191
MPM BioImpact
Massachusetts
$360M -$12.6M -3% 5.58% 550% 41 19.51% 1
P/E Global LLC
3192
P/E Global LLC
Massachusetts
$360M +$82.9M +30% 5.06% 40.8% 1 0% 0.3
Harvest Fund Management
3193
Harvest Fund Management
China
$360M -$117M -25% 0.87% 327% 768 10.16% 1.6
Strategic Point Investment Advisors
3194
Strategic Point Investment Advisors
Rhode Island
$360M -$77.9M -18% 13.9% 51.9% 32 21.88% 3.3
Security National Bank
3195
Security National Bank
Nebraska
$360M -$77.5M -18% 16.3% 125% 109 12.84% 2.9
Nan Fung Trinity
3196
Nan Fung Trinity
Hong Kong
$360M -$164M -31% 8.06% 82.3% 31 29.03% 1.4
CRB
3197
Chad R. Baker
$360M -$83.8M -19% 16.6% 123% 51 1.96% 4.9
AdvisorShares Investments
3198
AdvisorShares Investments
Maryland
$359M -$248M -41% 22.8% 110% 287 47.39% 0.8
PWS
3199
Private Wealth Strategies
Ohio
$359M -$46.2M -11% 12.2% 18.8% 81 9.88% 1.9
PPP
3200
Private Portfolio Partners
New Jersey
$359M -$46.1M -11% 13.4% 16.9% 293 15.36% 2.3