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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)
ACAS LLC
5876
ACAS LLC
California
$70.7M +$6.84M +11% 6.5% – 79 6.33% 0.2
Elm Ridge Management
5877
Elm Ridge Management
New York
$69.7M +$5.93M +9% 12.9% 93.6% 32 18.75% 2.2
Orrstown Financial Services
5878
Orrstown Financial Services
Pennsylvania
$69.1M -$1.67M -2% 6.93% 73.7% 87 9.2% 4.4
Dougherty Wealth Advisers
5879
Dougherty Wealth Advisers
Minnesota
$67.7M +$1.42M +2% 7.81% 67.5% 141 7.09% 2.3
Trustees of Columbia University in the City of New York
5880
Trustees of Columbia University in the City of New York
New York
$67.7M -$14.8M -18% 10.7% – 20 45% 0.4
SWG
5881
Summit Wealth Group
Vermont
$67.3M +$5.27M +8% 3.69% 53% 215 9.77% 0.3
BHIC
5882
Bassett Hargrove Investment Counsel
Delaware
$67.1M – – 8.1% – 51 – 0
GPC
5883
Glen Point Capital
United Kingdom
$66.7M +$12.6M +23% 4.57% 118% 8 75% 0.1
Canaan Partners X
5884
Canaan Partners X
California
$66.6M -$6.78M -9% 7.12% 55.4% 3 0% 1.5
First National Bank Sioux Falls
5885
First National Bank Sioux Falls
South Dakota
$65.7M +$9.36M +17% 10.3% 70.3% 96 10.42% 3.4
Kadensa Capital
5886
Kadensa Capital
Hong Kong
$65.4M -$128M -66% 6.73% 191% 22 90.91% 0.2
Interchange Capital Partners
5887
Interchange Capital Partners
Pennsylvania
$64.7M -$120M -65% 7.62% 79.6% 233 57.51% 0.5
Newfleet Asset Management
5888
Newfleet Asset Management
Connecticut
$63.8M +$1.69M +3% 3.2% – 12 8.33% 0.5
Boardman Bay Capital Management
5889
Boardman Bay Capital Management
New York
$63.6M -$1.41M -2% 6.58% 145% 60 50% 1.1
Oslo Asset Management AS
5890
Oslo Asset Management AS
Norway
$63.5M +$13.8M +28% 28.4% 82.7% 15 33.33% 2.6
7IH
5891
72 Investment Holdings
Connecticut
$63.5M -$2.68M -4% 12.1% 1,556% 2 0% 0.4
University of Chicago
5892
University of Chicago
Illinois
$63.4M +$11.3M +22% 2.19% 62.3% 5 20% 2
Yorktown Energy Partners IX
5893
Yorktown Energy Partners IX
New York
$63.2M +$14.4M +29% 29.5% 67.3% 2 0% 2.3
Mayfair Advisory Group
5894
Mayfair Advisory Group
Alabama
$63.1M +$7.17M +13% 6.83% 71.5% 96 12.5% 0.8
MKD Wealth Coaches
5895
MKD Wealth Coaches
Michigan
$62.6M +$3.95M +7% 6.83% – 22 0% 1.4
Polaris Venture Management Co V
5896
Polaris Venture Management Co V
Massachusetts
$62.4M -$14.7M -19% 0.99% 281% 8 12.5% 5.4
AC
5897
Aperimus Capital
California
$62.2M +$19.6M +46% 4.45% 44% 28 89.29% 0.9
CIM
5898
Coastal Investment Management
California
$62.1M +$4.7M +8% 15.4% – 20 30% 0.4
Spectrum Asset Management (Connecticut)
5899
Spectrum Asset Management (Connecticut)
Connecticut
$61.6M -$2.74M -4% 3.7% 0.74% 5 0% 4
QVT
5900
Quantitative Value Technologies
Kansas
$60.7M +$14.3M +31% 6.91% – 103 20.39% 0.2