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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)
Index Venture Associates V
5851
Index Venture Associates V
Jersey
$67.6M -$6.49M -9% 37.6% 61.2% 3 66.67% 0.3
Ponoi II Management
5852
Ponoi II Management
California
$67.5M -$55.9M -45% 2.01% – 5 20% 0.8
Dougherty Wealth Advisers
5853
Dougherty Wealth Advisers
Minnesota
$67.2M -$513K -0.8% 0.46% 67.5% 152 11.18% 2.3
BHIC
5854
Bassett Hargrove Investment Counsel
Delaware
$67.1M $0 0% 1.49% – 51 0% 0.3
HealthInvest Partners
5855
HealthInvest Partners
Sweden
$66.8M -$38.8M -37% 6.36% – 19 63.16% 0.9
CGIM
5856
Cannon Global Investment Management
Florida
$66.7M +$15.6M +30% 1.68% 136% 82 90.24% 0.1
University of Chicago
5857
University of Chicago
Illinois
$66.1M +$2.69M +4% 0.34% 62.3% 6 16.67% 1.9
Trustees of Columbia University in the City of New York
5858
Trustees of Columbia University in the City of New York
New York
$65.4M -$2.31M -3% 2.75% – 22 63.64% 0.3
Mayfair Advisory Group
5859
Mayfair Advisory Group
Alabama
$65.2M +$2.12M +3% 0.52% 71.5% 96 7.29% 1
WFO
5860
Wealthgate Family Office
Colorado
$65.1M +$14.3M +28% 1.88% 28.7% 53 71.7% 0.2
Tibra Equities Europe
5861
Tibra Equities Europe
United Kingdom
$65M -$259M -80% 1.84% 143% 272 98.16% 0.1
Disruptive Technology Advisers
5862
Disruptive Technology Advisers
Texas
$64.5M -$383M -86% 24% – 5 0% 0.4
Canaan Partners IX
5863
Canaan Partners IX
California
$64.3M -$212M -77% 6.73% – 1 0% 1.8
Stuart Chaussee & Associates
5864
Stuart Chaussee & Associates
California
$64.2M -$162M -72% 0.31% 58.6% 157 7.64% 1.9
qPULA Trading Management
5865
qPULA Trading Management
New York
$64M +$8.18M +15% 7.29% 9.73% 245 87.76% 0.1
MRCP
5866
Manor Road Capital Partners
New York
$63.8M -$72.4M -53% 2.62% 78.3% 9 11.11% 2.1
Cephei Capital Management
5867
Cephei Capital Management
Hong Kong
$63.7M -$52M -45% 40.8% – 4 25% 0.6
MKD Wealth Coaches
5868
MKD Wealth Coaches
Michigan
$63.6M +$996K +2% 0.3% – 25 12% 1.4
SWG
5869
Summit Wealth Group
Vermont
$63.2M -$4.1M -6% 0.61% 53% 236 91.1% 0.4
Penn Mutual Asset Management
5870
Penn Mutual Asset Management
Pennsylvania
$63.2M -$16.8M -21% 3.82% 32% 93 30.11% 0.9
Orrstown Financial Services
5871
Orrstown Financial Services
Pennsylvania
$63.2M -$5.96M -9% 0.96% 73.7% 87 11.49% 4.6
KP
5872
Kuvari Partners
United Kingdom
$62.6M -$193M -75% 12.9% – 8 62.5% 0.2
Millennium TVP Management
5873
Millennium TVP Management
New York
$62.5M -$13.8M -18% 21.6% – 6 33.33% 4.2
Newfound Research
5874
Newfound Research
Massachusetts
$61.8M +$11.3M +22% 0.13% 54.6% 133 18.8% 0.7
Clear Investment Research
5875
Clear Investment Research
Georgia
$61.7M +$1.84M +3% 1% 48.5% 151 2.65% 3