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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)
Blum Capital Partners
4701
Blum Capital Partners
California
$35.3M +$5.57M +19% 18.7% 47.9% 1 0% 3
DW Partners
4702
DW Partners
New York
$34.9M -$62.3M -64% 10.6% 44.5% 7 71.43% 1.2
Belfer Management
4703
Belfer Management
New York
$34.9M -$8.04M -19% 21% 80.6% 1 0% 2.5
LCP
4704
Longhorn Capital Partners
Texas
$34.9M -$20.2M -37% 6.22% 30.2% 1 0% 4.5
Baker Boyer National Bank
4705
Baker Boyer National Bank
Washington
$33.2M +$2.89M +10% 8.16% 44.7% 57 3.51% 2.5
West Face Capital
4706
West Face Capital
Ontario, Canada
$33.2M -$68.2M -67% 0.6% 10.9% 5 60% 3.8
Rainwater Charitable Foundation
4707
Rainwater Charitable Foundation
Texas
$32.9M – – 5.66% 44% 2 – 0
Great Hill Partners
4708
Great Hill Partners
Massachusetts
$32.9M +$698K +2% 2.17% 24% 1 0% 0.3
Healthcare Value Capital
4709
Healthcare Value Capital
New Jersey
$32.9M -$17.1M -34% 3.16% 19% 15 40% 0.6
Lexington Partners
4710
Lexington Partners
New York
$32M -$2.41M -7% 7.02% 1.27% 1 0% 1
Pivot Point Capital Partners
4711
Pivot Point Capital Partners
California
$30.8M -$94.7M -75% 7.29% 30.3% 7 57.14% 1.9
AB CarVal Investors
4712
AB CarVal Investors
Minnesota
$30.7M -$122M -80% 2.05% 24% 9 66.67% 0.5
Mass General Brigham
4713
Mass General Brigham
Massachusetts
$30.6M -$41.1M -57% 4.75% – 1 0% 0
First National Bank Sioux Falls
4714
First National Bank Sioux Falls
South Dakota
$30.3M +$1.78M +6% 6.55% 70.3% 55 10.91% 3.2
Passport Capital
4715
Passport Capital
California
$29.3M -$333M -92% 10.4% 40.2% 24 66.67% 0.6
AlpInvest Partners
4716
AlpInvest Partners
Netherlands
$28M +$4.38M +19% 7.45% 138% 10 50% 0.2
Sentinel Asset Management
4717
Sentinel Asset Management
Vermont
$27.9M -$4.15B -99% 5.77% 18.3% 189 98.41% 3
SCM
4718
Silver Capital Management
New York
$27.8M +$2.96M +12% 6.06% 26.5% 59 52.54% 0.5
Fiduciary Counselling
4719
Fiduciary Counselling
Minnesota
$27.7M -$261K -0.9% 4.02% 26.5% 10 40% 1.9
Marcus Capital
4720
Marcus Capital
Illinois
$26.2M -$44.2M -63% 5.16% 101% 48 25% 1.7
University of Texas/Texas AM Investment Management Co (UTIMCO)
4721
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.9M -$15.8M -38% 5.74% 68.3% 87 83.91% 0.5
Cincinnati Indemnity Company
4722
Cincinnati Indemnity Company
Ohio
$25.4M -$155K -0.6% 5.27% 33.1% 11 9.09% 3.5
SRH Advisors
4723
SRH Advisors
Kansas
$25.3M +$1.72M +7% 5.35% 55.7% 246 3.25% 2.9
MFM
4724
Mohican Financial Management
Connecticut
$25.3M -$26.8M -51% 0% 0% 33 27.27% 1.2
Pure Financial Advisors
4725
Pure Financial Advisors
California
$24.9M -$364M -94% 0.2% 47.2% 114 100% 0