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)
YU
3451
Yale University
Connecticut
$129M +$77.6M +150% 4.43% 33.7% 6 66.67% 0.4
NA
3452
NewEdge Advisors
Louisiana
$129M – – 4.32% 88% 58 – 0
CFN
3453
Cordasco Financial Network
Florida
$129M -$1.83M -1% 1.1% 31.1% 314 11.78% 0.8
WRHAM
3454
W.R. Huff Asset Management
Florida
$129M – – 17% – 42 – 0
KSA
3455
Ken Stern & Associates
California
$129M – – 4.42% 39.4% 78 – 0
SAMH
3456
Shanda Asset Management Holdings
British Virgin Islands
$129M – – 8.07% 125% 10 – 0
ZCA
3457
Zeke Capital Advisors
Pennsylvania
$129M +$18.6M +17% 8.51% 41% 78 21.79% 0.9
CM
3458
Cornerstone Management
Georgia
$129M – – 3.32% 40% 47 – 0
PCM
3459
Punch Card Management
Florida
$128M – – 4.81% 41% 3 – 0
TCCM
3460
Timber Creek Capital Management
Massachusetts
$128M +$8.98M +8% 7.62% 139% 96 2.08% 1.2
GL
3461
Globe Life
Texas
$128M +$3.93M +3% 4.2% 60.1% 27 14.81% 1.1
PTA
3462
Pear Tree Advisors
Massachusetts
$128M +$4.4M +4% 3.4% 45.8% 53 9.43% 1.2
BAM
3463
Boyar Asset Management
New York
$128M -$1.69M -1% 9.35% 75.5% 69 13.04% 1.4
NG
3464
Northstar Group
New York
$128M – – 6.12% 63.9% 112 – 0
MCWS
3465
McKinley Carter Wealth Services
West Virginia
$128M +$22.4M +21% 6.78% 57.4% 104 22.12% 1
RJA
3466
Robshaw & Julian Associates
New York
$127M +$527K +0.4% 2.45% 19.3% 35 5.71% 1.4
BPV
3467
Battery Partners VIII
Massachusetts
$127M +$105M +482% 33.4% – 3 66.67% 0.8
SCM
3468
Sio Capital Management
New York
$127M – – 24.5% 564% 30 – 0
PHAM
3469
Palisades Hudson Asset Management
Florida
$127M +$5.19M +4% 3.89% 66.8% 95 18.95% 1.1
KCPG
3470
Kavar Capital Partners Group
Kansas
$127M +$10.2M +9% 4.48% 77.2% 131 11.45% 0.9
PVMCI
3471
Polaris Venture Management Co IV
Massachusetts
$127M +$19M +18% 26.5% 52.2% 3 0% 0.8
RTS
3472
Round Table Services
New Jersey
$127M +$7.32M +6% 2.11% 16.1% 67 19.4% 0.9
QGM
3473
Quality Growth Management
California
$127M +$3.06M +2% 2.97% – 28 28.57% 0.7
PLP
3474
Pleasant Lake Partners
Puerto Rico
$127M – – 12% – 11 – 0
SCM
3475
Somerset Capital Management
United Kingdom
$126M -$10.2M -7% 1.79% 7.5% 14 21.43% 0.7