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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)
Daniels + Tansey
3851
Daniels + Tansey
Delaware
$241M -$15.8M -6% 5.94% 21.1% 32 12.5% 1.6
Kathryn A. Hall
3852
Kathryn A. Hall
$241M -$32.8M -12% 9.63% 95.2% 52 1.92% 2.7
Varenne Capital Partners
3853
Varenne Capital Partners
France
$241M -$119M -33% 5.05% 212% 18 66.67% 0.3
Hillman Capital Management
3854
Hillman Capital Management
Maryland
$241M -$34.4M -12% 9.53% 20.2% 49 4.08% 2.5
Butensky & Cohen Financial Security
3855
Butensky & Cohen Financial Security
Florida
$241M -$3.68M -2% 5.67% 81% 100 9% 4.7
Summit Financial Group
3856
Summit Financial Group
West Virginia
$241M -$18.3M -7% 5.59% 26.1% 198 5.56% 3.2
Third Security
3857
Third Security
Virginia
$241M +$58.7M +32% 39.9% 28.2% 19 0% 1.4
NewView Capital Partners I
3858
NewView Capital Partners I
California
$241M -$155M -39% 13.9% 20.8% 4 0% 0.5
Lead Edge Capital Management
3859
Lead Edge Capital Management
New York
$240M -$120M -33% 4.17% 20.2% 9 11.11% 0.7
Sendero Wealth Management
3860
Sendero Wealth Management
Texas
$240M +$136M +130% 3.91% 99.2% 115 40% 0.5
Broadleaf Partners
3861
Broadleaf Partners
Ohio
$240M +$1.14M +0.5% 0.04% 180% 69 5.8% 3.1
White Pine Capital
3862
White Pine Capital
Minnesota
$240M -$15M -6% 2.83% 143% 220 13.18% 5.8
Medicxi Ventures Management
3863
Medicxi Ventures Management
Jersey
$240M -$595K -0.2% 4.55% 505% 6 16.67% 2
WFI
3864
West Family Investments
California
$240M -$13.3M -5% 6.28% 116% 274 37.23% 1.1
Day & Ennis
3865
Day & Ennis
Georgia
$240M -$24M -9% 5.13% 15.2% 120 13.33% 3.7
Night Owl Capital Management
3866
Night Owl Capital Management
Connecticut
$240M -$20.4M -8% 2.1% 162% 20 25% 5.2
LCM
3867
Lionstone Capital Management
New York
$240M -$39.8M -14% 6.32% 74.1% 16 0% 3
Ford Financial Group
3868
Ford Financial Group
California
$240M -$5.78M -2% 4.66% 47.7% 139 24.46% 2
Benin Management Corp
3869
Benin Management Corp
Connecticut
$240M -$24.1M -9% 5.22% 91.7% 98 7.14% 6.8
BHZ Capital Management
3870
BHZ Capital Management
California
$240M -$7.16M -3% 2.15% 3.24% 129 13.18% 2.9
Hengistbury Investment Partners
3871
Hengistbury Investment Partners
United Kingdom
$240M -$75.2M -24% 15.2% 108% 6 0% 3.3
Trustees of General Electric Pension Trust
3872
Trustees of General Electric Pension Trust
Connecticut
$240M -$6.82M -3% 2.77% 184% 1 0% 5.8
Peak Financial Management
3873
Peak Financial Management
Massachusetts
$240M -$20.2M -8% 6.6% 58.2% 71 14.08% 3.8
Accurate Wealth Management
3874
Accurate Wealth Management
Florida
$240M +$55.9M +30% 3.9% 101% 216 43.06% 0.6
Harrell Investment Partners
3875
Harrell Investment Partners
Texas
$239M -$5.61M -2% 4.39% 121% 98 13.27% 2