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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)
First Reserve GP XII
4576
First Reserve GP XII
Connecticut
$104M +$19.4M +23% 22.8% – 1 0% 0.3
Amtrust Financial Services
4577
Amtrust Financial Services
New York
$104M -$9.9M -9% 0.85% 61.9% 55 47.27% 0.5
FP
4578
Factorial Partners
New York
$104M -$1.92M -2% 3.44% 88.7% 143 36.36% 0.9
WGA
4579
Weather Gauge Advisory
Virginia
$104M +$1.19M +1% 1.7% 39.9% 87 2.3% 0.5
RK Asset Management
4580
RK Asset Management
Michigan
$104M -$23K -0% 0.35% 47.6% 18 0% 2.9
AlpInvest Partners
4581
AlpInvest Partners
Netherlands
$104M +$30.4M +41% 3.27% 138% 37 48.65% 0.4
RCM
4582
Red Cedar Management
Utah
$104M +$7.55M +8% 9.43% – 18 16.67% 0.7
Quilter Investors
4583
Quilter Investors
United Kingdom
$104M -$53M -34% 2.38% – 22 4.55% 0.5
DIS
4584
Diversified Investment Strategies
Louisiana
$104M -$1.39M -1% 0.9% 86% 39 20.51% 3.3
Concourse Capital Management
4585
Concourse Capital Management
Georgia
$104M +$4.66M +5% 8.65% 107% 57 49.12% 0.7
Market Street Wealth Management Advisors
4586
Market Street Wealth Management Advisors
Indiana
$104M +$3.52M +4% 2.36% 44% 37 10.81% 0.5
Legacy Bridge
4587
Legacy Bridge
Iowa
$104M +$6.67M +7% 3.84% 225% 317 9.46% 0.4
University of Chicago
4588
University of Chicago
Illinois
$104M +$2.23M +2% 2.23% 62.3% 4 0% 2.4
Brendel Financial Advisors
4589
Brendel Financial Advisors
New Hampshire
$103M -$8.18M -7% 6.73% 126% 91 34.07% 0.4
HH
4590
HWG Holdings
Texas
$103M +$3.01M +3% 7.6% – 154 57.14% 0.7
SSCM
4591
Summit Street Capital Management
New York
$103M -$1.25M -1% 0.05% 217% 29 3.45% 1.8
Venator Capital Management
4592
Venator Capital Management
Ontario, Canada
$103M +$6.42M +7% 7.9% 154% 39 28.21% 0.7
Yost Capital Management
4593
Yost Capital Management
Texas
$103M -$38.3M -27% 3.28% 125% 10 40% 1.4
Institutional Venture Management XIII
4594
Institutional Venture Management XIII
California
$103M +$15.2M +17% 14.5% – 3 33.33% 0.8
Robertson Stephens Wealth Management
4595
Robertson Stephens Wealth Management
California
$103M -$14.2M -12% 3.13% 109% 73 23.29% 0.4
Stableford Capital II
4596
Stableford Capital II
Arizona
$103M -$17.4M -14% 3.35% 66.9% 99 19.19% 1.6
TLW Wealth Management
4597
TLW Wealth Management
Florida
$103M +$8.93M +10% 2.22% 82.9% 29 24.14% 0.2
Cordasco Financial Network
4598
Cordasco Financial Network
Florida
$103M +$3.28M +3% 3.33% 31.1% 539 27.64% 2.1
Benchmark Financial Wealth Advisors
4599
Benchmark Financial Wealth Advisors
Florida
$103M +$6.77M +7% 3.02% 81.6% 36 5.56% 0.5
GIM
4600
Greenwich Investment Management
Connecticut
$102M +$9.41M +10% 2.17% – 67 13.43% 2.1