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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)
HM
5276
HCEP Management
Hong Kong
$128M -$19.7M -13% 6.39% 182% 5 20% 1
Summit Rock Advisors
5277
Summit Rock Advisors
New York
$128M +$5.73M +5% 1.53% – 9 55.56% 0.6
KPCB XIV Associates
5278
KPCB XIV Associates
California
$128M -$44M -26% 21.3% – 6 16.67% 0.8
Saiph Capital
5279
Saiph Capital
New Jersey
$128M -$1.69M -1% 4.1% 52.4% 45 20% 0.6
Yorktown Energy Partners XI
5280
Yorktown Energy Partners XI
New York
$128M -$38.8M -23% 18.4% 105% 3 0% 2.7
IWN
5281
Independent Wealth Network
Iowa
$128M -$10.9M -8% 4.64% 78.2% 196 15.31% 0.8
Moser Wealth Advisors
5282
Moser Wealth Advisors
Washington
$128M -$6.52M -5% 5.03% – 156 14.1% 1.9
McCarthy Asset Management
5283
McCarthy Asset Management
California
$128M +$4.91M +4% 3.92% – 33 6.06% 1.6
Wisconsin Capital Management
5284
Wisconsin Capital Management
Wisconsin
$128M -$21.1M -14% 4.34% 153% 47 2.13% 3.9
Quaero Capital
5285
Quaero Capital
Switzerland
$128M +$3.21M +3% 11% 62.4% 82 15.85% 0.8
Consilio Wealth Advisors
5286
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 4.55% 66.4% 47 29.79% 0.5
Benchmark Wealth Management
5287
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 4.83% 42.7% 52 13.46% 2.1
AAM
5288
Ascension Asset Management
New York
$127M -$8.06M -6% 6.09% – 85 2.35% 1.5
GIM
5289
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 6.35% – 58 20.69% 2.9
Carolina Wealth Advisors
5290
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 4.34% 62% 289 11.76% 1.9
Lugano Financial Advisors SA (LFA)
5291
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 6.09% 44.8% 134 15.67% 2.2
JPLA
5292
Joseph P. Lucia & Associates
New York
$127M -$14.3M -10% 4.69% 74.3% 484 76.86% 2.8
DFS
5293
Dixon Fnancial Services
California
$127M -$10M -7% 6.18% 76.6% 24 8.33% 0.7
Benedetti & Gucer
5294
Benedetti & Gucer
Georgia
$127M -$20.7M -14% 4.33% 42.7% 105 28.57% 1
RMSCM
5295
R.M. Sincerbeaux Capital Management
New York
$127M -$9.22M -7% 5.88% 76.4% 44 4.55% 7.2
Members Capital Advisors Inc
5296
Members Capital Advisors Inc
Wisconsin
$127M -$11.2M -8% 8.2% – 72 9.72% 1.8
Hartree Partners
5297
Hartree Partners
New York
$127M -$295M -70% 2.18% 138% 134 79.1% 0.3
Caliber Wealth Management (Utah)
5298
Caliber Wealth Management (Utah)
Utah
$127M -$1.85M -1% 2.99% 36.5% 66 4.55% 1.2
Geo Capital Gestora de Recursos
5299
Geo Capital Gestora de Recursos
Brazil
$127M -$21.6M -15% 2.82% 30.7% 47 17.02% 1.8
NorthLanding Financial Partners
5300
NorthLanding Financial Partners
New York
$127M – – 6.64% 54.7% 64 – 0