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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)
Unio Capital
4876
Unio Capital
New Jersey
$247M +$9.25M +4% 6.03% 97.8% 35 5.71% 4.2
NAH
4877
Neumann Advisory (HK)
Hong Kong
$247M +$37.1M +18% 23.7% 77.3% 15 26.67% 4.2
Brown University
4878
Brown University
Rhode Island
$247M -$17.8M -7% 5.56% 37.9% 11 18.18% 1.9
DS
4879
Dalal Street
Texas
$247M +$14.1M +6% 6.35% 92.7% 5 20% 0.9
Stelac Advisory Services
4880
Stelac Advisory Services
New York
$247M +$8.32M +3% 4.5% 84.9% 115 14.78% 4.2
Tekne Capital Management
4881
Tekne Capital Management
New York
$247M +$56.4M +30% 54.4% 516% 5 0% 3.2
CIA
4882
Cape Investment Advisory
Georgia
$247M +$24.1M +11% 6.04% 72.5% 995 10.45% 1.2
Core Wealth Management
4883
Core Wealth Management
Florida
$246M $0 0% 5.98% 44.5% 28 0% 1.2
Innealta Capital
4884
Innealta Capital
Texas
$246M -$56.7M -19% 6.54% 63.7% 1,849 92% 1.2
ODFS
4885
O'Donnell Financial Services
California
$246M +$21M +9% 5.37% 61% 45 20% 1.2
James T. Borello
4886
James T. Borello
Illinois
$246M +$20.2M +9% 6.49% 71.2% 189 8.99% 0.7
Highview Capital Management
4887
Highview Capital Management
Illinois
$246M +$5.43M +2% 5.91% 123% 125 19.2% 1.6
BKM Wealth Management
4888
BKM Wealth Management
Wisconsin
$246M +$38M +18% 8.35% 69.6% 168 22.02% 0.6
FFG
4889
Fortem Financial Group
California
$246M +$13.3M +6% 6.44% 183% 194 24.23% 2.1
EFH
4890
Eaton Financial Holdings
Florida
$246M – – 5.09% – 62 – 1.2
NWK Group
4891
NWK Group
California
$246M +$7.75M +3% 7.74% 268% 76 30.26% 2.7
Beaconlight Capital
4892
Beaconlight Capital
New York
$246M +$22.8M +10% 11.7% 282% 35 31.43% 1.5
Adaptive Financial Consulting
4893
Adaptive Financial Consulting
Ohio
$246M +$15M +6% 5.31% 33.4% 19 0% 4.1
Thomas Story & Son
4894
Thomas Story & Son
Indiana
$245M +$13.6M +6% 7.3% 101% 53 1.89% 7.1
Sandy Cove Advisors
4895
Sandy Cove Advisors
Massachusetts
$245M +$20.6M +9% 7.04% 78% 125 12% 1.8
Next Capital Management
4896
Next Capital Management
New York
$245M +$6.12M +3% 5.87% 61.3% 151 19.87% 2.7
Lincoln Capital Corp
4897
Lincoln Capital Corp
Rhode Island
$245M +$11.3M +5% 5.07% 82% 88 12.5% 2.7
CMAI
4898
Capital Management Associates Inc
Minnesota
$245M +$79.6M +48% 7.02% 75.6% 108 28.7% 0.5
BOC
4899
Barbara Oil Co
Illinois
$245M +$16M +7% 8.57% 76.9% 77 3.9% 8.2
Selkirk Management
4900
Selkirk Management
New Jersey
$245M +$31.4M +15% 18.5% 245% 17 5.88% 4.5