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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 Time
Held (Qtrs)
CMANY
5151
Capital Management Associates (New York)
New York
$71M +$15.6M +28% 27.2% 205% 87 31.03% 7.3
SWAG
5152
Spectrum Wealth Advisory Group
California
$70.8M +$24.6M +53% 19.6% 67.9% 37 37.84% 3
CSPIA
5153
Cary Street Partners Investment Advisory
Virginia
$70.5M +$27.7M +65% 17.2% 84.1% 120 48.33% 2.3
GIM
5154
Guild Investment Management
California
$70.5M +$24.4M +53% 23.3% 101% 50 36% 3.7
AWM
5155
Avondale Wealth Management
Texas
$70.4M +$7.05M +11% 21.6% 78.6% 101 10.89% 8.2
NISOA
5156
National Investment Services of America
Wisconsin
$70.2M +$7.37M +12% 26.8% – 86 19.77% 1.8
ECM
5157
Empirical Capital Management
Tennessee
$70.1M +$7.97M +13% 35.5% – 26 46.15% 7.3
GPFA
5158
Game Plan Financial Advisors
Ohio
$69.8M -$15.2M -18% 28.6% – 103 53.4% 1.5
TC
5159
Tatro Capital
Kentucky
$69.7M +$13.8M +25% 18.7% – 79 54.43% 1.2
HWC
5160
Hill Winds Capital
New York
$69.6M +$56.6M +433% 16.5% 8.52% 37 83.78% 0.5
ZCM
5161
Zebra Capital Management
Connecticut
$69.3M +$7.46M +12% 25.9% 142% 255 26.27% 5.6
FCC
5162
Florin Court Capital
United Kingdom
$69.3M +$63.9M +1,194% 14.8% 108% 16 68.75% 2.2
JC
5163
JCSD Capital
California
$69.1M -$17.5M -20% 6.08% – 41 21.95% 8.1
UOMF
5164
University of Maryland Foundation
Maryland
$68.9M -$34.3M -33% 15.7% 51.2% 8 50% 1.6
GBA
5165
Garrison Bradford & Associates
New York
$68.9M +$10.4M +18% 22.9% 63.5% 55 9.09% 14.5
NVPX
5166
Norwest Venture Partners XI
California
$68.6M +$7.1M +12% 11.5% – 1 0% 2
LIM
5167
Lancaster Investment Management
United Kingdom
$68.1M -$73.8M -52% 33.1% 18% 16 31.25% 2.7
SNN
5168
Shen Neil Nanpeng
$68M +$20M +41% 41.6% 50.3% 5 20% 3.2
MIOT
5169
Massachusetts Institute of Technology
Massachusetts
$68M +$23.2M +52% 25.8% 35.7% 10 70% 1.6
TCB
5170
Texas Capital Bancshares
Texas
$67.4M +$10.6M +19% 22.3% 175% 45 17.78% 8.8
CCM
5171
Coe Capital Management
Illinois
$67.3M +$7.43M +12% 20.8% 84.4% 77 27.27% 12.6
DFG
5172
DWM Financial Group
Illinois
$67.1M +$21.6M +47% 10.4% – 37 81.08% 0.7
TWP
5173
Tempus Wealth Planning
California
$67M +$6.02M +10% 9.31% 89.9% 72 20.83% 1.7
HA
5174
Havens Advisors
New York
$67M -$35.6M -35% 14% 460% 37 64.86% 1.4
BCM
5175
Bratton Capital Management
Texas
$66.7M +$24.9M +59% 108% 152% 2 0% 6