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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)
Malaga Cove Capital
4026
Malaga Cove Capital
California
$164M +$42M +34% 31.7% 97.3% 164 23.78% 1.5
Denver PWM
4027
Denver PWM
Colorado
$164M +$27.6M +20% 15.5% 48.6% 84 27.38% 1.4
Makena Capital Management
4028
Makena Capital Management
California
$164M +$60.5M +59% 21.5% 78.7% 69 39.13% 1.2
Institutional Venture Management XIV
4029
Institutional Venture Management XIV
California
$163M +$17.3M +12% 24% 18.1% 4 0% 1.8
Neumann Capital Management
4030
Neumann Capital Management
California
$163M +$26M +19% 18.8% 89.9% 71 4.23% 4.8
Wealth Alliance Advisory Group
4031
Wealth Alliance Advisory Group
Kansas
$163M +$34.4M +27% 19.1% 72.7% 138 23.19% 1.8
Forefront Analytics
4032
Forefront Analytics
Pennsylvania
$163M +$37.9M +30% 11.2% 50.9% 148 67.57% 1.8
Greenspring Associates
4033
Greenspring Associates
Maryland
$163M -$78.6M -33% 65.1% – 13 46.15% 0.8
Fluent Financial
4034
Fluent Financial
Texas
$163M +$24.5M +18% 17.3% 46.9% 64 23.44% 1.3
WealthOne
4035
WealthOne
New York
$163M +$32.4M +25% 17.4% 23.4% 103 22.33% 1
Packer & Co
4036
Packer & Co
Australia
$163M -$118M -42% 32.5% – 8 50% 3.6
Fort Sheridan Advisors
4037
Fort Sheridan Advisors
Illinois
$163M +$27M +20% 18% 109% 122 22.13% 1
Medicxi Ventures Management
4038
Medicxi Ventures Management
Jersey
$163M +$86.2M +113% 32.6% 505% 4 25% 0.4
BCP
4039
Berylson Capital Partners
Massachusetts
$163M +$125M +338% 64.9% 57.7% 38 86.84% 0.1
Ullmann Wealth Partners Group
4040
Ullmann Wealth Partners Group
Florida
$162M +$29.1M +22% 19.9% 62.2% 65 18.46% 2.1
Berkeley Capital Partners
4041
Berkeley Capital Partners
Georgia
$162M +$15.1M +10% 15.2% 62.8% 118 18.64% 2.7
CCC
4042
Chelsea Counsel Company
California
$162M +$34.7M +27% 18.5% 106% 88 31.82% 3.4
ARG
4043
Advisory Resource Group
Oklahoma
$162M +$31.4M +24% 21.7% 72% 99 32.32% 0.9
HGI Capital Management
4044
HGI Capital Management
New York
$162M +$56.6M +54% 12.3% 47% 71 54.93% 0.8
Northern Right Capital Management
4045
Northern Right Capital Management
Connecticut
$162M +$92.8M +134% 96.2% 187% 36 63.89% 0.9
Prentiss Smith & Co
4046
Prentiss Smith & Co
Vermont
$162M +$18M +12% 21.7% 67.4% 76 26.32% 3.9
Miramar Capital
4047
Miramar Capital
Illinois
$162M +$52.3M +48% 16.9% 47.3% 48 10.42% 1.2
Aull & Monroe Investment Management
4048
Aull & Monroe Investment Management
Alabama
$162M +$12.8M +9% 13.6% 98.3% 122 5.74% 5.4
SAM
4049
Security Asset Management
New York
$162M +$20.9M +15% 22.9% 67.4% 83 13.25% 4.1
Gleason Group
4050
Gleason Group
Kentucky
$162M +$35.3M +28% 20.7% 69.1% 189 4.76% 0.5