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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)
II
6076
Ironclad Investments
Florida
$233M +$29M +14% 14.8% – 3 0% 2.5
TRB Advisors
6077
TRB Advisors
New York
$233M +$87M +60% 27.8% 76.1% 8 62.5% 2.4
Brighton Securities
6078
Brighton Securities
New York
$233M +$25.2M +12% 9.98% – 54 20.37% 1.1
Davidson Kahn Capital Management
6079
Davidson Kahn Capital Management
California
$233M +$45.2M +24% 14.3% – 73 16.44% 1.1
MCF
6080
MKA Charitable Fund
California
$233M +$8.39M +4% 13.3% 17.1% 1 0% 2.5
Turning Point Benefit Group
6081
Turning Point Benefit Group
Maryland
$232M +$75.5M +48% 5.94% – 115 22.61% 1
Lauterbach Financial Advisors
6082
Lauterbach Financial Advisors
Texas
$232M +$27.7M +14% 12.4% 76.5% 87 9.2% 2.9
PC
6083
Panoramic Capital
California
$232M +$90M +63% 87.2% – 56 55.36% 0.5
Cooper/Haims Advisors
6084
Cooper/Haims Advisors
New York
$232M +$19.9M +9% 12.3% 58.8% 125 24.8% 3.5
2Xideas
6085
2Xideas
Switzerland
$232M -$22.9M -9% 12.6% 40.6% 49 6.12% 2.6
TRV GP VI
6086
TRV GP VI
Massachusetts
$232M +$96.7M +71% 32.8% – 4 25% 1.1
EMB
6087
Elefante Mark B
$232M +$50.4M +28% 27.4% – 62 9.68% 4.7
ShawSpring Partners
6088
ShawSpring Partners
Massachusetts
$232M -$35.5M -13% 9.18% 3.53% 14 35.71% 0.5
Lavelle Capital
6089
Lavelle Capital
California
$232M +$70.9M +44% 10.4% – 84 25% 0.4
ARP Global Capital
6090
ARP Global Capital
$232M +$61.7M +36% 41.7% – 36 77.78% 0.1
J.H. Whitney Equity Partners VII
6091
J.H. Whitney Equity Partners VII
Connecticut
$232M -$1.48M -0.6% 33.1% 407% 1 0% 4.5
ELCO Management
6092
ELCO Management
New York
$232M +$23.5M +11% 9.98% 98.3% 188 17.02% 4
One Plus One Wealth Management
6093
One Plus One Wealth Management
Florida
$232M -$5.36M -2% 0.63% 71.9% 100 19% 2.7
WM
6094
Wishbone Management
Illinois
$232M +$96.1M +71% 25.5% 58.7% 6 50% 0.9
Steffes Financial
6095
Steffes Financial
Kansas
$232M +$42.1M +22% 15.1% – 36 11.11% 0.4
Accent Capital Management
6096
Accent Capital Management
Ohio
$231M +$25.2M +12% 21.2% – 419 48.93% 1
NME
6097
Notis-McConarty Edward
$231M +$30.2M +15% 24.2% 91.2% 73 9.59% 8.3
Peoples Financial Services Corp
6098
Peoples Financial Services Corp
Pennsylvania
$231M +$20.3M +10% 19.6% 104% 278 3.96% 8.5
Gray Private Wealth
6099
Gray Private Wealth
Massachusetts
$231M +$32.6M +16% 13.9% – 61 22.95% 1.5
Lifeyrissjodur Verzlunarmanna
6100
Lifeyrissjodur Verzlunarmanna
$231M +$27.3M +13% 13.4% – 1 0% 1.3