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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
BCG
5676
Barington Capital Group
New York
$69M +$11.9M +21% 25.6% 55.3% 16 50%
DLDF
5677
Dan L. Duncan Foundation
Texas
$68.9M -$2.19M -3% 11.7% 11.8% 3 33.33%
FTB
5678
First Trust Bank
Bahamas
$67.8M +$9.7M +17% 16.4% 55.2% 14 28.57%
OFS
5679
Orrstown Financial Services
Pennsylvania
$67.7M +$4.11M +6% 11.6% 88 15.91%
MIM
5680
Macroview Investment Management
Maryland
$67.3M +$8.84M +15% 9.02% 56.5% 400 32%
IVGAI
5681
Index Venture Growth Associates I
Jersey
$67.1M +$9.6M +17% 3.06% 30.9% 2 100%
TOPU
5682
Trustees of Princeton University
New Jersey
$66.9M -$7.95M -11% 20.2% 9 77.78%
WFO
5683
Wealthgate Family Office
Colorado
$66.9M 16.3% 28.7% 37
ARIS
5684
Advanced Research Investment Solutions
California
$66.8M +$12.4M +23% 6.72% 13.1% 70 68.57%
AF
5685
AtlasMark Financial
Texas
$66.1M +$8.41M +15% 14.6% 37 0%
PCG
5686
Park Capital Group
California
$65.8M 39.7% 6
CPWM
5687
Cypress Point Wealth Management
Texas
$65.8M 19.4% 226% 196
PAPAIJV
5688
Paragon Associates & Paragon Associates II Joint Venture
Texas
$65M -$9.47M -13% 19.3% 168% 12 50%
NCP
5689
NexWave Capital Partners
New York
$64.4M +$1.85M +3% 19.4% 53 45.28%
S
5690
Schroders
United Kingdom
$64.1M +$43.2M +207% 15.1% 5.82% 3 33.33%
SPG
5691
Snow Phipps Group
New York
$64M 19.6% 89.2% 2
BRA
5692
Blue Rock Advisors
Minnesota
$63.9M -$52M -45% 25.3% 109 93.58%
SCIM
5693
Spring Creek Investment Management
Pennsylvania
$63.9M -$43.3M -40% 15.6% 45.9% 9 11.11%
DWA
5694
Dougherty Wealth Advisers
Minnesota
$63.7M +$34.7M +120% 14.9% 67.5% 156 9.62%
RAM
5695
Roumell Asset Management
Maryland
$63.6M +$13.2M +26% 30.7% 46.9% 20 50%
MWC
5696
MKD Wealth Coaches
Michigan
$62.4M -$7.59M -11% 14.6% 35 37.14%
BCM
5697
Bratton Capital Management
Texas
$61.5M -$10.4M -14% 10.1% 264% 2 50%
EAM
5698
Exos Asset Management
New York
$61.1M 6.79% 245
GIM
5699
Groesbeck Investment Management
New Jersey
$61M +$7.67M +14% 16.7% 147% 91 14.29%
SA
5700
SRH Advisors
Kansas
$60.5M +$8.48M +16% 14.5% 51% 318 8.49%