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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)
HFW
6376
Horizon Family Wealth
Illinois
$94.4M +$7.59M +9% 7.37% 68.6% 62 14.52% 0.9
KAM
6377
Karani Asset Management
New York
$94.4M +$8.64M +10% 20.2% – 38 7.89% 1.8
NMC
6378
Nine Masts Capital
Hong Kong
$94.4M -$219M -70% 3.19% 88.1% 44 45.45% 0.6
ARMT
6379
Amica Retiree Medical Trust
Rhode Island
$94.4M +$16.5M +21% 9.9% – 100 9% 4.6
LF
6380
LifeSteps Financial
California
$94.2M -$1.76M -2% 7.88% 98.4% 73 12.33% 2.6
CAIMH
6381
Central Asset Investments & Management Holdings
Hong Kong
$94.2M +$42.1M +81% 26.5% 3,210% 64 48.44% 0.5
KWM
6382
Kolinsky Wealth Management
New Jersey
$94.2M +$6.58M +8% 8.97% 44.6% 138 13.77% 1
HCVG
6383
H Capital V GP
Cayman Islands
$94.2M +$23.2M +33% 34.1% – 2 0% 1.3
RPA
6384
Rose Park Advisors
Massachusetts
$94.2M -$3.63M -4% 8.77% 11.8% 1 0% 1.3
HFAS
6385
Hummer Financial Advisory Services
Illinois
$94M +$3.12M +3% 5.52% 71.8% 93 15.05% 3
Michael & Susan Dell Foundation
6386
Michael & Susan Dell Foundation
New York
$94M -$11.1M -11% 7.64% 238% 3 33.33% 2.6
OCM
6387
Once Capital Management
New York
$93.9M +$24.6M +35% 38.3% 570% 23 0% 1.1
ACA
6388
Apis Capital Advisors
New York
$93.9M +$7.59M +9% 14.3% 1,532% 31 35.48% 1.1
DCI
6389
Data Collective IV
California
$93.8M -$1.38M -1% 1.18% 317% 6 0% 1.1
APW
6390
Aurora Private Wealth
New Jersey
$93.8M +$6.36M +7% 7.28% – 155 12.26% 2
P
6391
Palladiem
Pennsylvania
$93.8M -$2.44M -3% 4.06% – 63 25.4% 2.1
AIFAIM
6392
American Institute for Advanced Investment Management
Arizona
$93.8M -$15.6M -14% 5.79% 72.8% 114 19.3% 2.4
LAS
6393
LWM Advisory Services
Florida
$93.6M +$3.17M +4% 6.54% 64.9% 88 20.45% 0.9
VP
6394
Verum Partners
North Carolina
$93.6M +$12.2M +15% 4.3% 53.9% 72 15.28% 0.2
T
6395
Tinicum
New York
$93.6M +$11.9M +15% 14.6% 21.1% 1 0% 8
KLCMU
6396
Kite Lake Capital Management (UK)
United Kingdom
$93.5M -$27.6M -23% 5.62% 337% 12 50% 0.9
MFS
6397
Monetta Financial Services
Illinois
$93.5M +$6.77M +8% 14.7% 275% 66 31.82% 2
AAM
6398
American Asset Management
Florida
$93.5M +$6.67M +8% 7.78% 42.5% 14 21.43% 2.6
MAM
6399
Maytree Asset Management
Hong Kong
$93.3M +$41.4M +80% 24.5% 402% 17 70.59% 0.4
DWRES
6400
Divco West Real Estate Services
California
$93.3M -$23.2M -20% 19.6% 22.3% 6 0% 0.3