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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 Time
Held (Qtrs)
MGB
4176
Mass General Brigham
Massachusetts
$71.6M -$104M -59% 0.94% – 1 0% 3
RCP
4177
Rho Capital Partners
New York
$71.6M +$461K +0.6% 12.9% – 4 25% 6.8
MCO
4178
MAK Capital One
New York
$71.4M -$31.1M -30% 7.09% 200% 6 83.33% 16
VE
4179
Vega Energy
New York
$71.3M +$6.32M +10% 10.8% 12.1% 3 0% 11.3
LWM
4180
Lyons Wealth Management
Florida
$71.3M -$23.6M -25% 0.62% 40.1% 64 39.06% 4.6
SPWA
4181
SteelBridge Private Wealth Advisors
Florida
$71.2M +$5.23M +8% 2.92% – 70 12.86% 3.3
UL
4182
Ulys LLC
New York
$71.1M +$9.12M +15% 14.7% 31.5% 1 0% 16
DAC
4183
Dymon Asia Capital
Singapore
$71M +$53.6M +307% 12.2% – 7 71.43% 1
WSC
4184
White Square Capital
United Kingdom
$70.8M -$167M -70% 5.75% 542% 9 88.89% 2
FCM
4185
Forester Capital Management
Illinois
$70.8M -$12M -15% 2.66% 33.4% 56 8.93% 10.5
PSW
4186
Portfolio Strategies (Washington)
Washington
$70.6M -$8.86M -11% 2.82% – 86 33.72% 2.3
I
4187
INVST
Indiana
$70.2M – – 2.16% 78.5% 26 – 0
NED
4188
Nancy E. Dempze
$69.7M +$4.39M +7% 4.04% 83.1% 82 13.41% 5.1
VIA
4189
Vantis Investment Advisers
Florida
$69.5M -$140M -67% 6.8% 39.6% 17 64.71% 0.9
ACM
4190
Addison Clark Management
Connecticut
$69.5M +$10.9M +19% 5.79% 14.3% 22 36.36% 3.3
BCM
4191
Baltimore Capital Management
Maryland
$69.1M -$6.11M -8% 1.33% – 75 18.67% 0.9
DCM
4192
Dearborn Capital Management
Illinois
$68.5M -$44.1M -39% 2.81% – 16 18.75% 1.7
TMC
4193
Trellus Management Company
Florida
$68.1M +$2.03M +3% 0.17% 268% 90 53.33% 4.4
CCM
4194
Consolidated Capital Management
California
$67.4M +$2.96M +5% 4.61% 159% 36 2.78% 1.5
TCM
4195
Trent Capital Management
North Carolina
$67.3M – – 0.98% – 35 – 1.8
NVCHI
4196
New Vernon Capital Holdings II
New Jersey
$66.5M +$12.1M +22% 4.83% 114% 32 25% 2.5
BIM
4197
Beach Investment Management
Pennsylvania
$66.4M +$2.7M +4% 6.29% 18.9% 46 13.04% 6.5
CMANY
4198
Capital Management Associates (New York)
New York
$66.3M -$632K -0.9% 1.8% 205% 141 25.53% 8.2
SH
4199
Svenska Handelsbanken
Sweden
$66.2M -$8.46M -11% 7.88% – 62 17.74% 4.9
BRA
4200
Blue Rock Advisors
Minnesota
$66.2M +$44.3M +202% 2.13% – 64 78.13% 0.2