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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)
Collective Family Office
4151
Collective Family Office
Pennsylvania
$243M +$20M +9% 3.47% 52.5% 185 17.84% 1.5
VM
4152
Venator Management
Pennsylvania
$242M +$22.6M +10% 17.5% 101% 33 24.24% 1.4
WA
4153
WP Advisors
California
$242M +$18.8M +8% 12.3% 113% 105 8.57% 3.2
Silverarc Capital Management
4154
Silverarc Capital Management
Massachusetts
$242M -$107M -31% 2.41% 2,765% 111 54.05% 0.7
MP
4155
Mediatel Partners
Texas
$242M +$19.2M +9% 8.84% 11.6% 3 0% 6.8
GDS
4156
Gimbel Daniel Scott
$242M -$31.7M -12% 11.6% 57.1% 2 0% 2.3
Bard Associates
4157
Bard Associates
Illinois
$242M +$9.8M +4% 7.03% 241% 200 8% 4.6
Birinyi Associates
4158
Birinyi Associates
Connecticut
$242M +$33.7M +16% 15.8% 133% 62 24.19% 6.2
Capital Planning
4159
Capital Planning
Washington
$242M +$16.9M +8% 8.62% 81.2% 77 10.39% 1.7
272 Capital
4160
272 Capital
Texas
$242M +$18.2M +8% 4.9% 222% 82 52.44% 0.5
AH Equity Partners LSV III
4161
AH Equity Partners LSV III
California
$241M +$56.6M +31% 33.4% – 3 0% 1.1
Murphy Pohlad Asset Management
4162
Murphy Pohlad Asset Management
Minnesota
$241M -$3.03M -1% 1.11% 83% 118 3.39% 5.5
ACM
4163
Aquilo Capital Management
California
$241M -$24.9M -9% 8.83% 6.84% 14 21.43% 2.3
L.M. Kohn & Company
4164
L.M. Kohn & Company
Ohio
$241M +$27.5M +13% 8.75% 97.9% 240 15% 0.9
Trustees of Dartmouth College
4165
Trustees of Dartmouth College
New Hampshire
$241M -$3.93M -2% 1.6% 52.5% 2 0% 2.8
Red Wave Investments
4166
Red Wave Investments
Pennsylvania
$241M +$3.89M +2% 6.41% 58% 99 11.11% 1.9
BDA
4167
Borer Denton & Associates
Pennsylvania
$241M +$15M +7% 4.03% 44.2% 63 4.76% 0.9
Humankind Investments
4168
Humankind Investments
New York
$241M +$10.2M +4% 6.01% 62.5% 124 4.84% 1.6
Wakefield Asset Management
4169
Wakefield Asset Management
Colorado
$241M +$4.22M +2% 7.95% 147% 217 58.53% 0.8
First Citizens Asset Management
4170
First Citizens Asset Management
North Carolina
$241M +$62.4M +35% 4.91% 48.4% 49 36.73% 0.4
Lantz Financial
4171
Lantz Financial
Illinois
$240M +$20.6M +9% 5.06% 74.3% 203 16.75% 2.3
Martin Capital Partners
4172
Martin Capital Partners
Oregon
$240M -$1.87M -0.8% 0.66% 42.3% 74 9.46% 3.3
Denali Advisors
4173
Denali Advisors
California
$240M +$1.82M +0.8% 2.12% 106% 502 30.48% 1.3
OH
4174
Oikos Holdings
New York
$240M +$40.4M +20% 5.56% 5.54% 11 9.09% 1.3
MPM Asset Management
4175
MPM Asset Management
Massachusetts
$240M +$986K +0.4% 12.9% 5.89% 9 0% 2.5