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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)
Institutional Venture Management XII
3751
Institutional Venture Management XII
California
$101M -$19.7M -16% 39.6% – 1 0% 1
American Trust Investment Advisors
3752
American Trust Investment Advisors
New Hampshire
$101M +$6.52M +7% 5.7% 91% 81 19.75% 0.2
Spark Management Partners III (AIV I)
3753
Spark Management Partners III (AIV I)
Massachusetts
$101M – – 61.8% – 1 – 0
Butensky & Cohen Financial Security
3754
Butensky & Cohen Financial Security
Florida
$101M +$1.1M +1% 0.31% 81% 107 5.61% 0.2
Trust Investment Advisors
3755
Trust Investment Advisors
Indiana
$101M +$2.6M +3% 1.63% 178% 103 10.68% 1.1
Donald L. Hagan LLC
3756
Donald L. Hagan LLC
Florida
$101M -$6.7M -6% 0.47% 47.9% 86 19.77% 0.2
Plancorp LLC
3757
Plancorp LLC
Missouri
$100M +$4.77M +5% 1.65% 67.3% 106 50% 0.6
SWM
3758
Strategic Wealth Management
Washington
$100M -$2.26M -2% 3.64% 52.8% 61 50.82% 0.7
VV
3759
Valentine Ventures
Oregon
$100M +$786K +0.8% 3.17% – 26 7.69% 0.2
Wheatland Advisors
3760
Wheatland Advisors
Pennsylvania
$100M -$2.26M -2% 0.74% 30.5% 89 4.49% 1.2
Matrix IX Management Company
3761
Matrix IX Management Company
Massachusetts
$100M -$30.7M -23% 6.89% – 1 0% 0.3
QAM
3762
Quantres Asset Management
Cayman Islands
$100M -$2.76M -3% 5.8% 11% 227 81.06% 0.1
Carlton Hofferkamp & Jenks Wealth Management
3763
Carlton Hofferkamp & Jenks Wealth Management
Texas
$100M -$13.3M -12% 0.8% 63.9% 68 11.76% 1
New Harbor Financial Group
3764
New Harbor Financial Group
Massachusetts
$100M +$20.9M +26% 0.06% 80.6% 159 20.75% 0.4
WAM
3765
Wood Asset Management
Florida
$100M -$9.29M -9% 3.59% – 50 24% 1.3
Madrona Financial Services
3766
Madrona Financial Services
Washington
$100M +$5.35M +6% 1.87% 75.4% 36 16.67% 0.2
Cue Advisory Services
3767
Cue Advisory Services
Arizona
$99.4M +$4.24M +4% 2.17% 52.3% 153 10.46% 0.2
Sterling Investment Advisors (Missouri)
3768
Sterling Investment Advisors (Missouri)
Missouri
$99.2M +$2.3M +2% 1.35% 37.8% 28 3.57% 0.2
Regents of the University of California
3769
Regents of the University of California
California
$99.2M -$1.37M -1% 3.6% 86.1% 98 25.51% 0.8
MSP
3770
Madison Street Partners
Colorado
$98.8M +$34M +52% 3.35% – 46 69.57% 0.4
Limestone Value Partners
3771
Limestone Value Partners
Texas
$98.7M -$15.7M -14% 1.11% – 30 30% 0.2
LCP
3772
LeVasseur Capital Partners
California
$98.6M +$13.3M +16% 18% 38.8% 5 0% 1.1
Kassirer Asset Management
3773
Kassirer Asset Management
Ontario, Canada
$98.6M -$14M -12% 18.2% 577% 102 72.55% 0.1
National Investment Services
3774
National Investment Services
Wisconsin
$98.5M +$88M +834% 3.68% 47.2% 48 33.33% 1
Holderness Investments Company
3775
Holderness Investments Company
North Carolina
$98.4M +$590K +0.6% 0.73% 144% 120 2.5% 0.2