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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)
Anabranch Capital Management
5876
Anabranch Capital Management
Connecticut
$122M +$16.9M +16% 22.2% 139% 8 12.5% 1.8
Mayo Clinic
5877
Mayo Clinic
Minnesota
$122M -$67M -35% 5.54% – 14 14.29% 1.8
Woodward Financial Advisors
5878
Woodward Financial Advisors
North Carolina
$122M +$5.12M +4% 4.45% 55% 45 6.67% 1.1
Morgens Waterfall Vintiadis & Co
5879
Morgens Waterfall Vintiadis & Co
New York
$122M +$6.28M +5% 24.7% 594% 46 47.83% 1.6
CCM
5880
Conway Capital Management
California
$122M +$22.8M +23% 23.5% 139% 47 8.51% 1.6
Chapman Investment Management
5881
Chapman Investment Management
California
$122M +$11.9M +11% 12% 57.3% 41 21.95% 2
Comprehensive Wealth Management
5882
Comprehensive Wealth Management
Washington
$121M +$12.8M +12% 4.72% 40.6% 38 28.95% 0.9
Kemper Corp Master Retirement Trust
5883
Kemper Corp Master Retirement Trust
Illinois
$121M +$10.3M +9% 5.27% 21.9% 2 0% 4.1
VitalStone Financial
5884
VitalStone Financial
Texas
$121M -$25.1M -17% 8.8% – 552 40.94% 0.2
DS
5885
Dalal Street
Texas
$121M +$716K +0.6% 17.2% 92.7% 4 25% 2.5
AIM
5886
Aquila Investment Management
New York
$121M -$7.85M -6% 5.03% 53.3% 101 25.74% 0.8
GPC
5887
Guardian Point Capital
Virginia
$121M -$5.16M -4% 8.47% 142% 9 44.44% 2.5
Savior LLC
5888
Savior LLC
Massachusetts
$121M +$9.02M +8% 7.17% 82.8% 194 18.56% 1.8
W Advisors LLC
5889
W Advisors LLC
Tennessee
$121M +$1.07M +0.9% 5.66% 88.7% 113 18.58% 1
New Leaf Venture Partners
5890
New Leaf Venture Partners
New York
$121M -$17.1M -12% 7.66% 3.91% 17 0% 3.5
Altus Wealth Management
5891
Altus Wealth Management
Kentucky
$121M +$7.4M +7% 9.11% 73% 31 9.68% 2.4
4Thought Financial Group
5892
4Thought Financial Group
New York
$121M +$9.9M +9% 4.75% 40.8% 90 2.22% 1.8
AIP
5893
Alapocas Investment Partners
Massachusetts
$121M +$14.4M +13% 13.1% 58.3% 20 10% 1.1
BC
5894
Belmont Capital
California
$121M +$27.3M +29% 29% 182% 142 16.2% 1.4
Phoenix Asset Management Partners
5895
Phoenix Asset Management Partners
$121M +$4.78M +4% 16.7% 139% 12 0% 0.3
WFA
5896
WMG Financial Advisors
Tennessee
$121M +$3.24M +3% 4.75% 73.8% 146 26.71% 1
Cook & Bynum Capital Management
5897
Cook & Bynum Capital Management
Alabama
$121M +$10M +9% 9.44% 46.8% 5 0% 5.7
Bluesphere Advisors
5898
Bluesphere Advisors
Pennsylvania
$121M +$7.95M +7% 9.8% 105% 85 12.94% 1.7
Crystal Rock Capital Management
5899
Crystal Rock Capital Management
Illinois
$121M +$4.51M +4% 20.3% 164% 27 7.41% 4.4
Slocum, Gordon & Co
5900
Slocum, Gordon & Co
Rhode Island
$121M -$34.6M -22% 3.56% 65.3% 148 6.08% 0.2