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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)
Thompson Davis & Co
4651
Thompson Davis & Co
Virginia
$37.9M -$4.3M -10% 4.85% 188% 807 35.81% 1.8
Pure Financial Advisors
4652
Pure Financial Advisors
California
$37.6M +$12.7M +51% 2.58% 47.2% 3 0% 0.3
Ulys LLC
4653
Ulys LLC
New York
$37M -$5.66M -13% 13.3% 31.5% 1 0% 4.8
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
4654
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$37M -$164M -82% 2.64% – 4 75% 1.3
CVGPI
4655
Commonwealth Venture (GP) Partners IV
Massachusetts
$36.6M -$26.9M -42% 6.16% – 1 0% 1.3
Lexington Advisors
4656
Lexington Advisors
New York
$35.3M -$34.3M -49% 14.8% 27% 3 33.33% 1.8
BCP
4657
Berylson Capital Partners
Massachusetts
$35.3M -$29.7M -46% 3.45% 57.7% 35 80% 0.1
KL
4658
Kokino LLC
Connecticut
$33.5M -$36.3M -52% 27.6% – 8 12.5% 1
Great Hill Partners
4659
Great Hill Partners
Massachusetts
$33.5M +$581K +2% 1.77% 24% 1 0% 0.5
NBG
4660
Nancy B. Gardiner
$33.4M -$2.42M -7% 0.93% 51.2% 47 6.38% 2
Highwater Wealth Management
4661
Highwater Wealth Management
Colorado
$33M -$13.7M -29% 3.35% 103% 44 72.73% 1.2
Baker Boyer National Bank
4662
Baker Boyer National Bank
Washington
$33M -$210K -0.6% 1.78% 44.7% 67 14.93% 2.3
BP
4663
Barker Partnership
Cayman Islands
$32.8M -$81.8M -71% 31.8% – 3 33.33% 0.3
AGC
4664
Alden Global Capital
Florida
$32.6M -$10.7M -25% 34.3% 99.8% 4 50% 1.4
MCG
4665
Meru Capital Group
New York
$31.4M – – 5.01% – 14 – 0.4
XS
4666
XR Securities
Illinois
$31.4M -$27.4M -47% 2.99% 17% 54 88.89% 0
BA
4667
Bristol Advisors
Pennsylvania
$30.7M -$129M -81% 8.13% – 90 74.44% 0.5
Index Venture Associates V
4668
Index Venture Associates V
Jersey
$30.1M -$38.8M -56% 1.96% 61.2% 4 50% 0.2
Belfer Management
4669
Belfer Management
New York
$29.8M -$5.06M -15% 14.5% 80.6% 1 0% 2.8
Blum Capital Partners
4670
Blum Capital Partners
California
$29.8M -$5.57M -16% 15.8% 47.9% 1 0% 3.3
Solstein Capital
4671
Solstein Capital
California
$29.7M +$10.8M +58% 5.94% 91.4% 45 73.33% 0.1
Gores Group
4672
Gores Group
California
$29.3M -$8.62M -23% 22.7% – 1 0% 1.3
SR
4673
Summer Road
Florida
$29.1M +$18.6M +179% 28.1% 130% 2 50% 1.1
SM
4674
Southport Management
Wyoming
$28.8M -$11.9M -29% 1.23% 107% 43 32.56% 1.3
First National Bank Sioux Falls
4675
First National Bank Sioux Falls
South Dakota
$28.2M -$2.04M -7% 2.48% 70.3% 54 5.56% 3.5