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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)
University of Texas/Texas AM Investment Management Co (UTIMCO)
3651
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$267M +$35.7M +15% 5.27% 68.3% 44 68.18% 1.3
PWM
3652
Praetorian Wealth Management
California
$267M -$5.62M -2% 4.69% 60.4% 56 28.57% 1.3
Monument Capital Management
3653
Monument Capital Management
Virginia
$267M +$1.54M +0.6% 3.66% 170% 166 27.11% 1.9
IC
3654
Immersion Capital
United Kingdom
$266M -$39.5M -13% 10.8% 63.4% 6 33.33% 1.4
Flagstar Advisors
3655
Flagstar Advisors
New York
$266M -$4.24M -2% 5.45% 81.9% 279 48.75% 0.5
Hanlon Investment Management
3656
Hanlon Investment Management
New Jersey
$266M -$145M -35% 4.3% 80.6% 131 34.35% 1.5
First International Bank & Trust
3657
First International Bank & Trust
North Dakota
$266M -$7.06M -3% 3.56% 38.6% 88 18.18% 0.7
Blume Capital Management
3658
Blume Capital Management
California
$266M +$12.3M +5% 5.13% 102% 344 13.37% 4
Vise Technologies
3659
Vise Technologies
New York
$265M +$7.78M +3% 5.58% – 347 30.55% 0.4
MAM
3660
Morse Asset Management
Connecticut
$265M -$46.8M -15% 2.06% 222% 145 17.93% 2.8
Blue Fin Capital
3661
Blue Fin Capital
Rhode Island
$265M -$17.7M -6% 5.24% 147% 134 8.96% 5.7
Mission Creek Capital Partners
3662
Mission Creek Capital Partners
California
$265M -$34.7M -12% 4.12% 138% 220 10.91% 2.4
Windham Capital Management
3663
Windham Capital Management
Massachusetts
$264M -$161M -38% 5.01% 8.3% 85 17.65% 3.2
JWCA
3664
J.W. Coons Advisors
Ohio
$264M -$18.7M -7% 4.29% 61.2% 245 16.33% 2.1
Whitegate Investment Counselors
3665
Whitegate Investment Counselors
New Hampshire
$264M -$9.31M -3% 4.73% 48% 61 4.92% 5.9
Red Door Wealth Management
3666
Red Door Wealth Management
Tennessee
$264M -$6.29M -2% 5.21% 100% 135 4.44% 2.1
Corrigan Financial
3667
Corrigan Financial
Rhode Island
$264M -$12.3M -4% 5.43% 9.54% 79 6.33% 3.8
Pacifica Capital Investments
3668
Pacifica Capital Investments
Texas
$264M +$2.27M +0.9% 3.25% 70.4% 20 15% 5.8
Hourglass Capital
3669
Hourglass Capital
Texas
$264M -$18.8M -7% 7.34% 94.4% 110 8.18% 4.6
LFM
3670
Lumina Fund Management
New York
$264M -$1.14M -0.4% 5.01% 28.1% 79 8.86% 1.5
JSF Financial
3671
JSF Financial
California
$263M +$42.7M +19% 3.92% 91% 121 36.36% 1.8
KS
3672
Karpas Strategies
Connecticut
$263M -$22.5M -8% 6.7% 16.1% 116 3.45% 6.7
Steginsky Capital
3673
Steginsky Capital
New York
$263M -$16.6M -6% 5.84% 99.4% 7 0% 5.6
MJP
3674
Michael J. Puzo
$263M -$18.5M -7% 3.54% 90.3% 74 1.35% 6.2
Beirne Wealth Consulting Services
3675
Beirne Wealth Consulting Services
Connecticut
$263M +$110M +72% 6.12% 81.9% 105 12.38% 2.1