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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)
Technology Crossover Management VIII
4926
Technology Crossover Management VIII
California
$298M -$112M -27% 25.2% 70% 5 0% 6.1
MKT Advisors
4927
MKT Advisors
California
$298M +$5.22M +2% 1.71% 55.5% 165 6.06% 3
JVL Associates
4928
JVL Associates
Michigan
$298M -$8.97M -3% 3.29% 81% 66 9.09% 4.1
Congruence Capital
4929
Congruence Capital
California
$298M +$26.3M +10% 9.38% – 44 63.64% 0.1
Lynch Asset Management
4930
Lynch Asset Management
Pennsylvania
$298M -$19.9M -6% 6.14% 214% 53 5.66% 3.1
CAM
4931
CPA Asset Management
Florida
$298M +$13.2M +5% 0.71% 53.3% 108 10.19% 2.2
Berkeley Inc
4932
Berkeley Inc
Idaho
$298M -$16.4M -5% 3.46% 49.4% 83 7.23% 3.1
Hassell Wealth Management
4933
Hassell Wealth Management
Louisiana
$298M -$1.01M -0.3% 0.33% 49.7% 29 13.79% 2.5
Range Financial Group
4934
Range Financial Group
Oregon
$298M +$8.97M +3% 6.81% 195% 216 21.76% 1.8
Act Wealth Management
4935
Act Wealth Management
Texas
$298M -$7.91M -3% 1.58% 70% 66 13.64% 2.5
Armor Advisors
4936
Armor Advisors
New York
$298M +$186M +166% 2.16% 78.5% 23 60.87% 0.8
Sustainable Insight Capital Management
4937
Sustainable Insight Capital Management
New York
$298M -$1.81M -0.6% 7.76% 168% 94 26.6% 1.5
Towarzystwo Funduszy Inwestycyjnych PZU SA
4938
Towarzystwo Funduszy Inwestycyjnych PZU SA
$298M -$100M -25% 0.47% – 705 5.82% 3.3
Adirondack Trust Company
4939
Adirondack Trust Company
New York
$298M -$6.4M -2% 0.15% 96.7% 576 12.33% 6.2
LCNB Corp
4940
LCNB Corp
Ohio
$297M -$979K -0.3% 0.11% 75.2% 192 4.69% 5.7
SVF Sponsor III
4941
SVF Sponsor III
California
$297M -$35.2M -11% 10.6% 133% 1 0% 3.3
TMB Capital Partners
4942
TMB Capital Partners
Arkansas
$297M +$4.98M +2% 5.36% – 182 10.44% 0.2
Fischer Financial Services
4943
Fischer Financial Services
Pennsylvania
$297M -$80.6M -21% 4.93% – 65 16.92% 1.1
Prudent Man Investment Management
4944
Prudent Man Investment Management
Colorado
$297M -$118K -0% 0.11% – 169 0% 1.1
Essential Partners
4945
Essential Partners
California
$297M -$27.6M -9% 6.13% – 3,015 13.6% 0.6
Richard W. Paul & Associates
4946
Richard W. Paul & Associates
Michigan
$297M -$4.07M -1% 1.25% 65.2% 306 5.88% 2.6
Concord Investment Counsel
4947
Concord Investment Counsel
California
$297M -$11M -4% 2.12% – 43 11.63% 1.6
Trustees of The University of Pennsylvania
4948
Trustees of The University of Pennsylvania
Pennsylvania
$297M +$93.2M +46% 14.2% – 4 25% 1.8
X-Square Capital
4949
X-Square Capital
Puerto Rico
$297M -$8.43M -3% 0.61% 158% 181 20.44% 3.5
New Republic Capital
4950
New Republic Capital
North Carolina
$297M -$78.1M -21% 1.64% 91.4% 386 23.58% 1.8