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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)
Vishria Bird Financial Group
4651
Vishria Bird Financial Group
Tennessee
$98.9M +$8.46M +9% 14.7% 74.3% 55 21.82% 0.6
GIC
4652
Gantzert Investment Company
Illinois
$98.8M +$9.1M +10% 10.8% – 66 0% 0.3
Premia Global Advisors
4653
Premia Global Advisors
Florida
$98.8M +$63.9M +184% 13.6% – 400 94.75% 0.1
LM
4654
Litespeed Management
New York
$98.4M +$10.3M +12% 10.4% 73.7% 14 50% 0.7
William Marsh Rice University
4655
William Marsh Rice University
Texas
$98.3M +$15.9M +19% 18.4% 1.81% 9 66.67% 0.9
Scion Asset Management
4656
Scion Asset Management
California
$98.2M -$5.35M -5% 12.5% 1.91% 19 42.11% 0.2
Triad Investment Management
4657
Triad Investment Management
California
$98.2M +$21.8M +29% 14.3% – 60 33.33% 0.2
Banyan Capital Management
4658
Banyan Capital Management
Georgia
$98M +$8.62M +10% 10.9% 42.5% 38 47.37% 0.2
Athyrium Capital Management
4659
Athyrium Capital Management
New York
$97.9M -$5.95M -6% 7.79% 25.1% 2 0% 0.8
Fairbanks Capital Management
4660
Fairbanks Capital Management
California
$97.8M +$7.51M +8% 10.5% 81.3% 32 9.38% 2
VERITY Wealth Advisors
4661
VERITY Wealth Advisors
United States
$97.8M +$10.9M +13% 10.4% 59.9% 50 4% 0.2
TM
4662
Titan Managers
Arizona
$97.8M -$10K -0% 0.55% 2.57% 11 9.09% 0.2
Brick & Kyle Associates
4663
Brick & Kyle Associates
Pennsylvania
$97.5M -$7.15M -7% 13.1% 97.4% 94 37.23% 3.3
ArcLight Capital Partners
4664
ArcLight Capital Partners
Massachusetts
$97.3M -$512M -84% 67.4% 50% 4 50% 1.9
Leicht Financial Planning & Wealth Management
4665
Leicht Financial Planning & Wealth Management
New Jersey
$97M +$21.3M +28% 4.29% 46.3% 46 28.26% 0.8
Legacy Bridge
4666
Legacy Bridge
Iowa
$97M +$16.2M +20% 13.9% 236% 308 28.57% 0.2
Xcel Wealth Management
4667
Xcel Wealth Management
Florida
$97M +$15.2M +19% 13.8% 98.8% 80 21.25% 0.2
Institutional Venture Management XIV
4668
Institutional Venture Management XIV
California
$96.9M -$30.8M -24% 25.6% 18.1% 3 33.33% 3.8
VV
4669
Valentine Ventures
Oregon
$96.9M +$16.8M +21% 10.9% – 29 51.72% 3.7
SCM
4670
Stumpf Capital Management
Arizona
$96.8M +$1.15M +1% 7.41% 44.5% 28 53.57% 1.2
Sanctuary Wealth Management
4671
Sanctuary Wealth Management
Idaho
$96.8M $0 0% 7.93% – 23 0% 0.9
Union Bancaire Privee Asset Management
4672
Union Bancaire Privee Asset Management
New York
$96.8M +$9.18M +10% 17.9% – 41 4.88% 0.3
Blackhawk Capital Partners
4673
Blackhawk Capital Partners
Wisconsin
$96.7M +$18.3M +23% 9.27% 87.2% 93 41.94% 0.5
Lingohr Asset Management
4674
Lingohr Asset Management
Germany
$96.7M +$3.65M +4% 10.2% 141% 116 13.79% 1.1
CHA
4675
Carmichael Hill & Associates
Maryland
$96.6M +$8.9M +10% 12.7% 39.7% 112 8.04% 1.1