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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
HWM
4526
Highwater Wealth Management
Colorado
$46.7M +$4.59M +11% 6.67% 103% 49 24.49%
RAM
4527
Roumell Asset Management
Maryland
$46.7M +$4.17M +10% 0.01% 46.9% 17 17.65%
FF
4528
Francis Financial
$46.4M 4% 48% 20
ALIONA
4529
Allianz Life Insurance of North America
Minnesota
$45.9M +$8.1M +21% 3.45% 37 10.81%
TCB
4530
Texas Capital Bancshares
Texas
$44.7M -$78K -0.2% 3.46% 175% 51 11.76%
CI
4531
CAZ Investments
Texas
$44.6M -$37.1M -45% 7.39% 341% 39 28.21%
FC
4532
Founder Collective
Massachusetts
$44.1M -$15.2M -26% 25.7% 1 0%
TCM
4533
Tanaka Capital Management
New York
$43.8M -$1.05M -2% 6.6% 51 3.92%
UL
4534
Ulys LLC
New York
$42.7M -$10.4M -20% 19.6% 31.5% 1 0%
GU
4535
Georgetown University
District of Columbia
$42.6M 7.69% 73.1% 3
TDC
4536
Thompson Davis & Co
Virginia
$42.2M -$14.3M -25% 11.8% 200% 1,277 57.87%
SH
4537
Scepter Holdings
Texas
$41.6M +$622K +2% 1.01% 7 28.57%
Treasurer of the State of North Carolina
4538
Treasurer of the State of North Carolina
North Carolina
$40.8M 7.84% 101% 90
DPA
4539
Delphi Private Advisors
California
$40.7M +$6.46M +19% 4.85% 32.5% 126 34.92%
SM
4540
Southport Management
Wyoming
$40.7M +$3.13M +8% 6.66% 107% 50 52%
NAM
4541
Needelman Asset Management
California
$40M -$705K -2% 7.38% 30.5% 38 5.26%
DAL
4542
David A. Lorber
$38.2M +$29.5M +338% 2.02% 44.6% 55 49.09%
FTB
4543
First Trust Bank
Bahamas
$37.2M +$9.06M +32% 9.49% 55.2% 11 9.09%
MI
4544
Mercer Investments
Massachusetts
$37.1M -$16.4M -31% 2.34% 33.1% 5 0%
QGA
4545
Q Global Advisors
Texas
$36.7M -$21M -36% 9.39% 58.3% 15 53.33%
FC
4546
Flaherty & Crumrine
California
$36M -$1.47M -4% 3.73% 0.12% 5 0%
NBG
4547
Nancy B. Gardiner
$35.9M -$18M -33% 4.9% 51.2% 55 20%
BCP
4548
Blum Capital Partners
California
$35.3M +$5.57M +19% 18.7% 47.9% 1 0%
BM
4549
Belfer Management
New York
$34.9M -$8.04M -19% 21% 74.5% 1 0%
LCP
4550
Longhorn Capital Partners
Texas
$34.9M -$20.2M -37% 6.22% 30.2% 1 0%