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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)
5SA
6051
5th Street Advisors
Connecticut
$95.5M +$1.03M +1% 13.6% 47.5% 19 10.53% 0.4
MFS
6052
Monetta Financial Services
Illinois
$95.5M -$25.1M -21% 16.1% 275% 79 58.23% 1.6
NU
6053
Northwestern University
Illinois
$95.4M -$25.2M -21% 20.6% 31.6% 5 0% 2.9
TFP
6054
TrueWealth Financial Partners
Washington
$95.4M -$8.64M -8% 11.9% 36.4% 14 0% 0.5
NF
6055
Nvest Financial
New Hampshire
$95.3M -$26.4M -22% 11.3% 92.8% 73 34.25% 0.2
CMS
6056
Capital Market Strategies
Florida
$95.3M -$20.5M -18% 13.2% 120% 157 13.38% 0.5
ACM
6057
Antonetti Capital Management
Florida
$95.2M -$11.1M -10% 7.09% – 366 7.92% 1.9
MW
6058
Milestone Wealth
New York
$95M -$28M -23% 12.1% – 256 15.23% 0.5
ICP
6059
ION Crossover Partners
Israel
$94.9M -$129M -58% 37% – 4 0% 0.9
MHWM
6060
Montz Harcus Wealth Management
Louisiana
$94.9M -$16.6M -15% 16% 84.1% 55 9.09% 0.5
EAM
6061
Empirical Asset Management
Massachusetts
$94.9M -$10.3M -10% 9.99% 94.5% 183 36.61% 0.3
JKSF
6062
John & Kathleen Schreiber Foundation
Illinois
$94.8M -$25.6M -21% 27.3% 30.8% 3 0% 0.5
MIG
6063
Mariner Investment Group
New York
$94.8M +$15.2M +19% 8.51% – 208 27.88% 0.5
MCA
6064
Maryland Capital Advisors
Maryland
$94.8M -$19.4M -17% 10.3% – 246 27.24% 0.4
SAM
6065
Steinberg Asset Management
New York
$94.7M -$14M -13% 11% 130% 35 8.57% 4
SI
6066
Schusterman Interests
Oklahoma
$94.6M -$63.7M -40% 42.7% 344% 14 28.57% 0.3
AF
6067
Aldebaran Financial
$94.6M -$34.1M -27% 12.9% 89.7% 93 23.66% 4.9
ACM
6068
Arthedge Capital Management
New York
$94.5M -$62.3M -40% 37% 80.7% 17 29.41% 1.3
WEPOG
6069
Wealth Enhancement & Preservation of GA
Georgia
$94.5M -$35.2M -27% 10.8% 82.2% 59 28.81% 1.5
HWM
6070
Howard Wealth Management
Connecticut
$94.4M -$89.2M -49% 10.7% 60.3% 136 57.35% 2.2
AC
6071
Anson Capital
Georgia
$94.4M -$11.4M -11% 10.5% 45.8% 74 22.97% 0.4
IV
6072
Industry Ventures
California
$94.2M -$65M -41% 29.2% 77.4% 11 54.55% 0.3
CCM
6073
Campbell Capital Management
Florida
$94.1M -$86.3M -48% 21.2% – 38 42.11% 2.6
MA
6074
Mangham Associates
Virginia
$94.1M -$11.8M -11% 10.7% 24.4% 20 55% 0.8
AF
6075
Ardian France
France
$94.1M -$21.5M -19% 14.2% – 1 0% 0.5