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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)
MCF
6076
MKA Charitable Fund
California
$233M +$8.39M +4% 13.3% 17.1% 1 0% 2.5
Turning Point Benefit Group
6077
Turning Point Benefit Group
Maryland
$232M +$75.5M +48% 5.94% – 115 22.61% 1
Lauterbach Financial Advisors
6078
Lauterbach Financial Advisors
Texas
$232M +$27.7M +14% 12.4% 76.5% 87 9.2% 2.9
PC
6079
Panoramic Capital
California
$232M +$90M +63% 87.2% – 56 55.36% 0.5
Cooper/Haims Advisors
6080
Cooper/Haims Advisors
New York
$232M +$19.9M +9% 12.3% 53.1% 125 24.8% 3.5
2Xideas
6081
2Xideas
Switzerland
$232M -$22.9M -9% 12.6% 40.6% 49 6.12% 2.6
TRV GP VI
6082
TRV GP VI
Massachusetts
$232M +$96.7M +71% 32.8% – 4 25% 1.1
EMB
6083
Elefante Mark B
$232M +$50.4M +28% 27.4% – 62 9.68% 4.7
ShawSpring Partners
6084
ShawSpring Partners
Massachusetts
$232M -$35.5M -13% 9.18% 3.53% 14 35.71% 0.5
Lavelle Capital
6085
Lavelle Capital
California
$232M +$70.9M +44% 10.4% – 84 25% 0.4
ARP Global Capital
6086
ARP Global Capital
$232M +$61.7M +36% 41.7% – 36 77.78% 0.1
J.H. Whitney Equity Partners VII
6087
J.H. Whitney Equity Partners VII
Connecticut
$232M -$1.48M -0.6% 33.1% 407% 1 0% 4.5
ELCO Management
6088
ELCO Management
New York
$232M +$23.5M +11% 9.98% 98.3% 188 17.02% 4
One Plus One Wealth Management
6089
One Plus One Wealth Management
Florida
$232M -$5.36M -2% 0.63% 71.9% 100 19% 2.7
WM
6090
Wishbone Management
Illinois
$232M +$96.1M +71% 25.5% 58.7% 6 50% 0.9
Steffes Financial
6091
Steffes Financial
Kansas
$232M +$42.1M +22% 15.1% – 36 11.11% 0.4
Accent Capital Management
6092
Accent Capital Management
Ohio
$231M +$25.2M +12% 21.2% – 419 48.93% 1
NME
6093
Notis-McConarty Edward
$231M +$30.2M +15% 24.2% 91.2% 73 9.59% 8.3
Peoples Financial Services Corp
6094
Peoples Financial Services Corp
Pennsylvania
$231M +$20.3M +10% 19.6% 104% 278 3.96% 8.5
Gray Private Wealth
6095
Gray Private Wealth
Massachusetts
$231M +$32.6M +16% 13.9% – 61 22.95% 1.5
Lifeyrissjodur Verzlunarmanna
6096
Lifeyrissjodur Verzlunarmanna
$231M +$27.3M +13% 13.4% – 1 0% 1.3
N10 Assets
6097
N10 Assets
Connecticut
$231M – – 48.3% – 34 – 0
Foundry Financial Group
6098
Foundry Financial Group
New Hampshire
$231M +$29.7M +15% 13.3% 57.4% 82 17.07% 1.5
VH
6099
VVR Holdings
Washington
$231M +$37.7M +19% 17.2% – 45 28.89% 0.4
Founders Capital Management (Texas)
6100
Founders Capital Management (Texas)
Texas
$231M +$26.3M +13% 24.1% 131% 427 10.3% 4.4