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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)
PIM
5851
Ponoi II Management
California
$67.5M -$55.9M -45% 2.01% – 5 20% 3
DWA
5852
Dougherty Wealth Advisers
Minnesota
$67.2M -$513K -0.8% 0.46% 67.5% 152 11.18% 9.1
BHIC
5853
Bassett Hargrove Investment Counsel
Delaware
$67.1M $0 0% 1.49% – 51 0% 1
HP
5854
HealthInvest Partners
Sweden
$66.8M -$38.8M -37% 6.36% – 19 63.16% 3.6
CGIM
5855
Cannon Global Investment Management
Florida
$66.7M +$15.6M +30% 1.68% 136% 82 90.24% 0.3
UOC
5856
University of Chicago
Illinois
$66.1M +$2.69M +4% 0.34% 62.3% 6 16.67% 7.5
TOCUITCONY
5857
Trustees of Columbia University in the City of New York
New York
$65.4M -$2.31M -3% 2.75% – 22 63.64% 1.3
MAG
5858
Mayfair Advisory Group
Alabama
$65.2M +$2.12M +3% 0.52% 64.6% 96 7.29% 4.1
WFO
5859
Wealthgate Family Office
Colorado
$65.1M +$14.3M +28% 1.88% 28.7% 53 71.7% 0.8
TEE
5860
Tibra Equities Europe
United Kingdom
$65M -$259M -80% 1.84% 143% 272 98.16% 0.2
DTA
5861
Disruptive Technology Advisers
Texas
$64.5M -$383M -86% 24% – 5 0% 1.6
CPI
5862
Canaan Partners IX
California
$64.3M -$212M -77% 6.73% – 1 0% 7
SCA
5863
Stuart Chaussee & Associates
California
$64.2M -$162M -72% 0.31% 58.6% 157 7.64% 7.6
QTM
5864
qPULA Trading Management
New York
$64M +$8.18M +15% 7.29% 9.73% 245 87.76% 0.3
MRCP
5865
Manor Road Capital Partners
New York
$63.8M -$72.4M -53% 2.62% 78.3% 9 11.11% 8.5
CCM
5866
Cephei Capital Management
Hong Kong
$63.7M -$52M -45% 40.8% – 4 25% 2.3
MWC
5867
MKD Wealth Coaches
Michigan
$63.6M +$996K +2% 0.3% – 25 12% 5.6
SWG
5868
Summit Wealth Group
Vermont
$63.2M -$4.1M -6% 0.61% 53% 236 91.1% 1.5
PMAM
5869
Penn Mutual Asset Management
Pennsylvania
$63.2M -$16.8M -21% 3.82% 28.7% 93 30.11% 3.6
OFS
5870
Orrstown Financial Services
Pennsylvania
$63.2M -$5.96M -9% 0.96% – 87 11.49% 18.3
KP
5871
Kuvari Partners
United Kingdom
$62.6M -$193M -75% 12.9% – 8 62.5% 0.8
MTM
5872
Millennium TVP Management
New York
$62.5M -$13.8M -18% 21.6% – 6 33.33% 16.8
NR
5873
Newfound Research
Massachusetts
$61.8M +$11.3M +22% 0.13% 54.6% 133 18.8% 3
CIR
5874
Clear Investment Research
Georgia
$61.7M +$1.84M +3% 1% 48.5% 151 2.65% 11.8
HR
5875
Hayden Royal
North Carolina
$61.3M -$120M -66% 6.63% 100% 217 63.13% 3.8