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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)
NBW Capital
3201
NBW Capital
Massachusetts
$449M +$34.1M +8% 8.12% 86% 94 18.09% 3.8
Foundry Group
3202
Foundry Group
Colorado
$449M – – 24.2% – 4 – 0
Gilman Hill Asset Management
3203
Gilman Hill Asset Management
Connecticut
$449M +$57.3M +15% 7.47% 54.2% 225 14.22% 3.5
IBT
3204
International Biotechnology Trust
United Kingdom
$449M +$34.2M +8% 0.52% 11.1% 81 25.93% 1.6
York Capital Management Global Advisors
3205
York Capital Management Global Advisors
New York
$448M -$499M -53% 24.3% 74.1% 34 88.24% 0.8
Strategic Value Partners
3206
Strategic Value Partners
Connecticut
$448M -$273M -38% 6.52% – 10 30% 0.7
EFL
3207
ERn Financial LLC
Wisconsin
$448M +$58M +15% 5.42% 61.2% 160 16.88% 1.3
CFM Wealth Partners
3208
CFM Wealth Partners
Texas
$448M +$50.3M +13% 11% 175% 191 10.47% 1.5
MAM
3209
Morse Asset Management
Connecticut
$448M +$27.8M +7% 13.5% 222% 190 28.95% 2
HCA
3210
Hyperion Capital Advisors
New York
$448M +$71.3M +19% 17% 86.1% 55 12.73% 1.4
SCM
3211
Snowhook Capital Management
New York
$447M – – 6.7% – 13 – 0
First National Corp
3212
First National Corp
Massachusetts
$447M +$1.24M +0.3% 8.55% 56.3% 167 8.38% 2
TF
3213
TimeScale Financial
Massachusetts
$447M +$32.2M +8% 5.93% 31.3% 565 7.43% 2
Rowlandmiller & Partners
3214
Rowlandmiller & Partners
Georgia
$447M +$152M +52% 12% 84% 198 29.8% 3.9
GDS Wealth Management
3215
GDS Wealth Management
Texas
$447M – – 6.67% 95.1% 101 – 0
AC
3216
AMS Capital
Brazil
$447M -$28M -6% 5.51% 63.1% 34 52.94% 0.9
FPFS
3217
First Personal Financial Services
North Carolina
$447M +$44.5M +11% 11.5% 31.5% 375 20.27% 4.2
Pelion Inc
3218
Pelion Inc
Utah
$446M – – 10.4% 16.9% 4 – 0
PAX Financial Group
3219
PAX Financial Group
Texas
$446M +$37.4M +9% 6.21% 56% 218 24.31% 1.1
BC
3220
Bullfrog Capital
California
$446M – – 36.4% – 4 – 0
YorkBridge Wealth Partners
3221
YorkBridge Wealth Partners
New York
$446M +$48.7M +12% 9.68% 36.5% 288 12.85% 2.6
LHC
3222
Lodge Hill Capital
New York
$446M +$129M +41% 6.85% 17.9% 33 33.33% 0.6
180 Wealth Advisors
3223
180 Wealth Advisors
Washington
$445M -$8.51M -2% 10.1% 165% 414 14.49% 2
SkyView Investment Advisors
3224
SkyView Investment Advisors
New Jersey
$445M +$89.1M +25% 6.41% 70.3% 604 44.37% 0.4
Essex Woodlands Management
3225
Essex Woodlands Management
Texas
$445M -$6M -1% 1.65% 119% 10 10% 3.8