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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 Time
Held (Qtrs)
DCM
3476
DAFNA Capital Management
California
$126M +$27.3M +27% 16.2% 313% 70 24.29% 3.3
PVMCV
3477
Polaris Venture Management Co V
Massachusetts
$126M -$3.18M -2% 2.83% 281% 6 0% 2.5
GIS
3478
Guardian Investor Services
New York
$126M +$1.96M +2% 5.5% – 503 0.8% 5.8
FL
3479
Fort LP
Maryland
$126M – – 7.56% 56.8% 47 – 0
GWA
3480
Genesis Wealth Advisors
Massachusetts
$126M – – 1.06% – 505 – 0
EWMCB
3481
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$126M – – 1.74% 13% 79 – 0
QCI
3482
Quaker Capital Investments
Pennsylvania
$126M – – 2.03% 107% 33 – 0
GIM
3483
Greenwich Investment Management
Connecticut
$126M -$21.4M -15% 1.86% – 47 19.15% 2.9
FA
3484
Fagan Associates
New York
$126M +$4.09M +3% 7.72% 127% 99 27.27% 2.3
ILM
3485
Indigo Latam Management
Arizona
$126M +$4.73M +4% 3.92% 39.3% 1 0% 4
DVC
3486
Deer VI & Co
New York
$126M -$36.2M -22% 25.5% 1,560% 3 0% 6
BI
3487
Boulegeris Investments
Georgia
$126M +$3.1M +3% 5.24% 39.1% 47 12.77% 0.9
MIRH
3488
Madison International Realty Holdings
New York
$126M – – 0.65% – 2 – 0
RAM
3489
RK Asset Management
Michigan
$126M +$12.1M +11% 10.1% 47.6% 19 26.32% 3.1
AWM
3490
Avior Wealth Management
Nebraska
$126M +$8.06M +7% 4% 71.4% 359 9.19% 2.9
BA
3491
Bennicas & Associates
California
$126M +$3.94M +3% 3.25% 40.3% 90 14.44% 5.1
JPC
3492
Jackson Park Capital
Utah
$125M – – 4.19% – 36 – 0
SR
3493
Swiss Re
Switzerland
$125M -$328M -72% 2.61% – 6 33.33% 1
PCTC
3494
Perkins Coie Trust Company
Washington
$125M +$6.46M +5% 6.08% 70.8% 265 14.72% 3.4
TSBJ
3495
Trevor, Stewart, Burton & Jacobsen
New York
$125M -$30.9M -20% 4.99% – 53 9.43% 5.1
MRI
3496
Mad River Investors
Massachusetts
$125M -$6.07M -5% 0.4% 225% 42 21.43% 3.8
AI
3497
Advent International
Massachusetts
$125M -$734M -85% 28.4% 15.9% 2 0% 3.5
LBIM
3498
Land & Buildings Investment Management
Connecticut
$125M +$22.7M +22% 16.2% 53.9% 21 42.86% 2.3
TF
3499
Trutina Financial
Washington
$125M -$8.53M -6% 2.03% 20.5% 65 13.85% 5.1
AWM
3500
Affinity Wealth Management
Delaware
$125M – – 5.75% 116% 46 – 3.5