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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)
LA
3801
Lau Associates
Delaware
$95M -$1.72M -2% 2.1% 44.5% 75 12% 2.2
Marcus Capital
3802
Marcus Capital
Illinois
$95M +$4.18M +5% 4.39% 101% 53 7.55% 0.5
Godshalk Welsh Capital Management
3803
Godshalk Welsh Capital Management
Pennsylvania
$94.9M -$1.65M -2% 3.79% 61.1% 136 6.62% 1.3
Canal Capital Management
3804
Canal Capital Management
Virginia
$94.9M -$4.82M -5% 1.9% 67.8% 73 13.7% 1.1
Rezny Wealth Management
3805
Rezny Wealth Management
Florida
$94.8M $0 0% 1.07% 99.6% 14 0% 1.2
MCM
3806
Millie Capital Management
California
$94.5M +$1.19M +1% 2.44% 24.5% 78 29.49% 0.9
Glacier Peak Capital
3807
Glacier Peak Capital
Washington
$94.4M -$22M -19% 6.41% 11.8% 54 57.41% 1
Advance Capital I
3808
Advance Capital I
Michigan
$94.3M -$2.49M -3% 1.86% 34.1% 203 66.01% 0.4
Invictus RG
3809
Invictus RG
Bermuda
$94.3M +$11.7M +14% 3.31% 289% 800 52.13% 0.3
Silphium Asset Management
3810
Silphium Asset Management
United Kingdom
$94.2M +$33.7M +56% 11% 128% 63 84.13% 0.2
Madrona Financial Services
3811
Madrona Financial Services
Washington
$94.1M -$2.62M -3% 0.75% 85.1% 38 13.16% 0.9
CAZ Investments
3812
CAZ Investments
Texas
$94.1M +$28M +42% 5.94% 263% 38 28.95% 1
WCM
3813
Weyland Capital Management
New Hampshire
$94M -$1.01M -1% 1.28% 25.7% 9 0% 2.5
Fiduciary Wealth Partners
3814
Fiduciary Wealth Partners
Massachusetts
$93.9M -$1.24M -1% 1.26% – 17 11.76% 0.4
Yorkville Capital Management
3815
Yorkville Capital Management
New York
$93.9M +$17.2M +22% 36.4% – 55 20% 1.8
Billings Capital Management
3816
Billings Capital Management
Virginia
$93.9M -$6.75M -7% 2.17% – 13 30.77% 0.4
GIM
3817
Greenwich Investment Management
Connecticut
$93.9M +$10.7M +13% 7.57% – 58 25.86% 1.3
DCMM
3818
DG Capital Management (Massachusetts)
Massachusetts
$93.7M -$8.35M -8% 4.14% 96.7% 72 37.5% 0.9
Banco BTG Pactual
3819
Banco BTG Pactual
Brazil
$93.6M -$20.7M -18% 21.7% 135% 76 77.63% 0.2
Euclidean Technologies Management
3820
Euclidean Technologies Management
Washington
$93.4M -$4.86M -5% 3.26% 124% 61 21.31% 1
Polaris Venture Management Co V
3821
Polaris Venture Management Co V
Massachusetts
$93.2M -$11.5M -11% 20.2% 281% 10 10% 1.6
AIS
3822
Accurate Investment Solutions
Pennsylvania
$93.1M -$11.6M -11% 3.23% 6.74% 431 29% 0.5
Legg Mason Asset Management
3823
Legg Mason Asset Management
Japan
$93.1M -$4M -4% 0.33% – 136 23.53% 1.5
Orrstown Financial Services
3824
Orrstown Financial Services
Pennsylvania
$92.9M +$270K +0.3% 1.73% 73.7% 295 31.86% 1.4
Norwest Venture Partners X
3825
Norwest Venture Partners X
California
$92.7M -$69.4M -43% 41.8% 11.3% 2 0% 1.5