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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)
Edgestream Partners
3876
Edgestream Partners
New Jersey
$57.2M -$87.8M -61% 1.3% 41.7% 115 64.35% 0.5
WESPAC Advisors
3877
WESPAC Advisors
California
$57M -$76.2M -57% 3.12% 112% 118 50% 1.2
Polaris Venture Management Co IV
3878
Polaris Venture Management Co IV
Massachusetts
$56.9M -$39.2M -41% 28.8% 52.2% 4 0% 1.3
Ramsey Asset Management
3879
Ramsey Asset Management
Virginia
$56.7M -$21.3M -27% 5.81% 30.6% 38 28.95% 1.8
Summit Rock Advisors
3880
Summit Rock Advisors
New York
$56.5M -$5.81M -9% 8.36% – 3 33.33% 2.3
Keywise Capital Management
3881
Keywise Capital Management
Cayman Islands
$56.1M +$10M +22% 23% 219% 10 60% 0.9
TCM
3882
TAM Capital Management
Connecticut
$55.8M -$222M -80% 4.36% 4.15% 20 90% 0.2
Triangle Peak Partners
3883
Triangle Peak Partners
California
$55.3M -$8.59M -13% 12.4% – 39 61.54% 1.1
Wealthquest
3884
Wealthquest
Ohio
$55.2M -$13.1M -19% 7.28% 52.1% 55 25.45% 0.6
Context Capital Management
3885
Context Capital Management
California
$54.9M -$2.87M -5% 1.3% 3.38% 40 22.5% 0.4
Macroview Investment Management
3886
Macroview Investment Management
Maryland
$54.7M -$33.5M -38% 1.53% 67.2% 133 18.8% 1.4
SWM
3887
Strategic Wealth Management
Washington
$54.7M -$31.7M -37% 6.76% 52.8% 44 79.55% 1.2
University of Notre Dame du Lac
3888
University of Notre Dame du Lac
Indiana
$54.6M -$12.1M -18% 15.1% – 7 42.86% 0.8
KERN Cobalt Co-Invest Partners
3889
KERN Cobalt Co-Invest Partners
Alberta, Canada
$54.4M -$20.2M -27% 27.1% – 1 0% 2.3
BC
3890
Banced Corp
Illinois
$54.3M -$19.2M -26% 7.33% 27.5% 158 30.38% 1.5
Liberty Street Advisors
3891
Liberty Street Advisors
New York
$53.8M +$9.47M +21% 2.19% – 54 35.19% 0.4
Portland Investment Counsel
3892
Portland Investment Counsel
Ontario, Canada
$53.6M -$68.6M -56% 14.4% 108% 42 26.19% 1.4
Institute for Wealth Management
3893
Institute for Wealth Management
Colorado
$52.6M -$24.8M -32% 4.6% 137% 36 41.67% 0.9
Norwest Venture Partners IX
3894
Norwest Venture Partners IX
California
$52.5M +$3.08M +6% 6.24% – 1 0% 0.3
AmeriServ Wealth Advisors
3895
AmeriServ Wealth Advisors
Pennsylvania
$52.5M -$33.6M -39% 5.18% – 154 64.29% 1.6
Lone Star Value Management
3896
Lone Star Value Management
Connecticut
$52.5M -$16.8M -24% 11.9% – 23 21.74% 0.2
SVP
3897
Springbank Value Partners
New York
$52.1M -$3.41M -6% 4.89% 72.6% 26 0% 1.7
Hanlon Investment Management
3898
Hanlon Investment Management
New Jersey
$51.6M -$8.47M -14% 7.93% 80.6% 38 18.42% 1.2
ACM
3899
Azentus Capital Management
Hong Kong
$51.3M +$39.7M +342% 35% – 10 90% 0
Margaret A Cargill Foundation
3900
Margaret A Cargill Foundation
Minnesota
$51M -$103M -67% 31.6% 42.6% 3 0% 0.8