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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)
Tiedemann Wealth Management Holdings
4301
Tiedemann Wealth Management Holdings
New York
$44.9M +$4.58M +11% 1.3% – 20 40% 0.2
Lexington Partners
4302
Lexington Partners
New York
$44.8M +$32.7M +270% 8.28% 1.27% 2 100% 0
BLA
4303
Balter Liquid Alternatives
Massachusetts
$43.9M +$4.12M +10% 8.35% 76.7% 51 41.18% 0.5
Koch Industries
4304
Koch Industries
Kansas
$43.8M +$5.12M +13% 5.88% 56.9% 74 93.24% 0.1
Texas Capital Bancshares
4305
Texas Capital Bancshares
Texas
$43.8M -$293K -0.7% 3.06% 175% 31 12.9% 1.8
RCI
4306
Redwood Capital Investments
Maryland
$43.1M -$69.3M -62% 7.84% – 2 50% 1
JDR
4307
Jay D. Rosenbaum
$43.1M -$779M -95% 1.7% 12.9% 55 10.91% 1.4
Tanaka Capital Management
4308
Tanaka Capital Management
New York
$42.7M +$1.02M +2% 9.82% – 58 13.79% 2
Lucus Advisors
4309
Lucus Advisors
New York
$42.5M -$73.5M -63% 3.28% 16.7% 241 90.04% 0.4
Athena Global Investors
4310
Athena Global Investors
Virginia
$41.1M +$2.65M +7% 12% 13.4% 32 9.38% 2.5
RP
4311
Raiff Partners
New York
$40.8M -$35.4M -46% 8.5% 125% 63 80.95% 0.2
RAM
4312
Roumell Asset Management
Maryland
$40.3M +$7.52M +23% 1.95% 46.9% 15 33.33% 1
NBG
4313
Nancy B. Gardiner
$39.4M +$362K +0.9% 0.72% 51.2% 54 9.26% 0.8
Magnum NGL HoldCo
4314
Magnum NGL HoldCo
Texas
$38.2M -$30.2M -44% 11.5% – 1 0% 1
HMC
4315
Higher Moment Capital
Massachusetts
$37.6M -$50.5M -57% 4.07% 11.8% 4 50% 1.3
TC
4316
Teilinger Capital
Texas
$36.2M -$2.54M -7% 1.47% 30.2% 5 60% 0.2
NAM
4317
Needelman Asset Management
California
$36.1M +$2.79M +8% 4.45% 30.5% 37 2.7% 3.1
Glaxis Capital Management
4318
Glaxis Capital Management
Florida
$35.8M +$12.2M +52% 1.64% 93.5% 30 93.33% 0
Greenwood Investments
4319
Greenwood Investments
Massachusetts
$34.9M +$1.57M +5% 8.53% 1.64% 11 27.27% 3
Belfer Management
4320
Belfer Management
New York
$34.9M +$5.44M +18% 18.5% 80.6% 1 0% 1.5
University of Texas/Texas AM Investment Management Co (UTIMCO)
4321
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$34.9M -$2.66M -7% 2.15% 68.3% 43 60.47% 0.9
Micawber Capital
4322
Micawber Capital
Washington
$34M – – 1.52% – 25 – 0
Brevan Howard Capital Management
4323
Brevan Howard Capital Management
Jersey
$33.9M -$1.15B -97% 1.79% 148% 13 84.62% 1.9
Campbell & Co Investment Adviser
4324
Campbell & Co Investment Adviser
Maryland
$32.4M -$4.76M -13% 8.5% 31% 245 88.57% 0.1
First Reserve Energy Infrastructure GP II
4325
First Reserve Energy Infrastructure GP II
Connecticut
$32.2M – – 23.6% – 1 – 0