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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)
Bouvel Investment Partners
4951
Bouvel Investment Partners
Pennsylvania
$171M +$16.3M +10% 13.1% 199% 69 2.9% 1.8
University of Massachusetts Foundation
4952
University of Massachusetts Foundation
Massachusetts
$171M +$29.7M +21% 6.6% 53.6% 4 0% 2.9
KCM
4953
Kempner Capital Management
Texas
$171M +$6.32M +4% 1.88% 60.9% 62 12.9% 4
Kinloch Capital
4954
Kinloch Capital
Virginia
$171M -$712K -0.4% 0.4% 63.4% 74 18.92% 1.7
First City Capital Management
4955
First City Capital Management
Georgia
$171M +$4.97M +3% 2.56% 86.4% 173 8.67% 5.3
SAM
4956
Security Asset Management
New York
$171M -$9.27M -5% 10% 67.4% 82 15.85% 4.7
Red Spruce Capital
4957
Red Spruce Capital
Pennsylvania
$171M +$13.8M +9% 6.87% 98.4% 92 9.78% 2.6
Cabot-Wellington
4958
Cabot-Wellington
Massachusetts
$171M +$13.6M +9% 7.24% 73.1% 4 0% 4.5
Carolina Wealth Advisors
4959
Carolina Wealth Advisors
South Carolina
$171M +$12M +8% 2.89% 62% 290 19.66% 2
Iyo Bank
4960
Iyo Bank
Japan
$171M +$993K +0.6% 18.7% 125% 31 9.68% 1.1
Platinum Equity
4961
Platinum Equity
California
$171M +$24.3M +17% 21.1% 52.7% 8 0% 0.9
United Bank (Georgia)
4962
United Bank (Georgia)
Georgia
$171M +$7.75M +5% 6.36% 93.7% 88 5.68% 4.3
GoalVest Advisory
4963
GoalVest Advisory
New York
$171M +$15.7M +10% 4.74% 94.8% 300 33% 1.3
Strategic Value Bank Partners
4964
Strategic Value Bank Partners
Ohio
$171M +$4.99M +3% 18.6% 98.1% 27 22.22% 0.8
Alaethes Wealth
4965
Alaethes Wealth
Nevada
$171M +$25.1M +17% 8.74% 96.4% 113 13.27% 1.4
SL
4966
SOF Ltd
Cayman Islands
$170M -$9.9M -5% 5.48% 42.3% 1 0% 6.3
Institutional Venture Management XIV
4967
Institutional Venture Management XIV
California
$170M -$82M -32% 10.1% 18.1% 5 40% 2.2
NERM
4968
New England Research & Management
Illinois
$170M -$3.54M -2% 0.01% 65% 180 36.11% 3.4
Capasso Planning Partners
4969
Capasso Planning Partners
South Carolina
$170M +$13.5M +9% 6.85% 51.6% 110 19.09% 0.9
Colonial River Investments
4970
Colonial River Investments
Virginia
$170M +$13.7M +9% 5.45% 156% 213 24.41% 1
Vienna Insurance Group
4971
Vienna Insurance Group
Poland
$170M +$41.1M +32% 14.7% 230% 98 75.51% 0.4
Grandview Asset Management
4972
Grandview Asset Management
Pennsylvania
$170M +$9.6M +6% 17.5% 200% 121 7.44% 1.7
Luken Investment Analytics
4973
Luken Investment Analytics
Tennessee
$170M +$13.6M +9% 6.66% 51% 147 11.56% 1.5
SM
4974
Scoggin Management
New York
$170M +$46.3M +37% 13.3% 889% 72 77.78% 0.7
VU
4975
Valence8 US
Massachusetts
$170M +$38.2M +29% 4.67% 76.6% 15 26.67% 0.2