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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)
KPCB XIV Associates
4701
KPCB XIV Associates
California
$172M -$94.1M -35% 48.8% – 5 20% 0.8
Plaisance Capital
4702
Plaisance Capital
Colorado
$172M +$33.7M +24% 15.4% – 34 67.65% 0.3
PCR
4703
Potrero Capital Research
California
$172M -$127M -42% 19.1% 226% 68 33.82% 1
Greencape Capital
4704
Greencape Capital
Australia
$172M -$107M -38% 33.1% 98.1% 3 0% 3.5
Castle Wealth Management
4705
Castle Wealth Management
Florida
$172M – – 14.2% 53.6% 732 – 0
NERM
4706
New England Research & Management
Illinois
$172M -$21M -11% 11.6% 65% 186 36.02% 3.1
Wealth CMT
4707
Wealth CMT
New Jersey
$172M -$24.4M -12% 13.3% 25% 25 8% 0.6
TL Private Wealth
4708
TL Private Wealth
Texas
$172M -$17.5M -9% 11.7% 50.6% 49 16.33% 2.2
WCM
4709
Wunderlich Capital Managemnt
Tennessee
$172M -$40.4M -19% 13.5% 33.6% 97 26.8% 4.5
Guinness Atkinson Asset Management
4710
Guinness Atkinson Asset Management
California
$171M -$36.6M -18% 16% 132% 102 5.88% 4.3
Oliver Lagore Vanvalin Investment Group
4711
Oliver Lagore Vanvalin Investment Group
Michigan
$171M +$22.2M +15% 11% – 748 26.74% 0.2
AWA
4712
Aquire Wealth Advisors
Utah
$171M -$16.4M -9% 12.3% 60.2% 38 13.16% 0.5
Bennicas & Associates
4713
Bennicas & Associates
California
$171M -$27.8M -14% 8.9% 40.3% 107 6.54% 5.6
Monte Financial Group
4714
Monte Financial Group
Connecticut
$171M -$16.6M -9% 11.1% 57.9% 86 19.77% 2.5
Indus Capital Partners
4715
Indus Capital Partners
New York
$171M -$74.4M -30% 8.78% 117% 37 64.86% 1.3
SFA
4716
Spectrum Financial Alliance
Kentucky
$171M -$31.8M -16% 18% 185% 10 10% 2.8
Strategic Financial Partners
4717
Strategic Financial Partners
Oregon
$171M -$25.1M -13% 12.2% 54.8% 69 7.25% 2.1
Satovsky Asset Management
4718
Satovsky Asset Management
New York
$171M +$21.4M +14% 16.4% 53.6% 42 26.19% 1.1
Addison Capital
4719
Addison Capital
Pennsylvania
$171M -$39.3M -19% 14.2% 59.7% 143 10.49% 3.7
Lipe & Dalton
4720
Lipe & Dalton
New York
$171M -$34M -17% 14.4% 101% 109 13.76% 4.5
Rings Capital Management
4721
Rings Capital Management
Illinois
$171M -$37.2M -18% 9.98% 40.9% 6 33.33% 1.8
VeraBank
4722
VeraBank
Texas
$171M -$22.5M -12% 12.3% 60.6% 136 9.56% 2.7
Truvestments Capital
4723
Truvestments Capital
Florida
$171M -$11.5M -6% 13.9% 131% 661 72.77% 0.7
Madrona Financial Services
4724
Madrona Financial Services
Washington
$171M -$33.4M -16% 15.1% 85.1% 85 17.65% 2.5
Whetstone Capital Advisors
4725
Whetstone Capital Advisors
Kansas
$171M -$125M -42% 36.3% 282% 31 51.61% 1.5