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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
PC
6401
Prysm Capital
New Jersey
$64M -$50.3M -44% 44% 46.6% 1 0%
TIM
6402
Triad Investment Management
California
$63.9M +$6.33M +11% 11.6% 59 11.86%
YSP
6403
Yarra Square Partners
New York
$63.8M -$584K -0.9% 13.9% 55.9% 22 45.45%
CPWM
6404
Cypress Point Wealth Management
Texas
$63.8M +$9.97M +19% 0.96% 226% 39 41.03%
MFIMFI
6405
Mesirow Financial Investment Management - Fixed Income
Illinois
$63.7M +$8.26M +15% 8.31% 26.9% 11 9.09%
GCS
6406
Gordian Capital (Singapore)
Singapore
$63.6M -$11.8M -16% 3.64% 249% 131 17.56%
NF
6407
Norwood Financial
Pennsylvania
$63.5M +$7.01M +12% 15.4% 281 0.71%
MU
6408
Moneda USA
New York
$63.4M -$16.3M -20% 10.6% 8 0%
TI
6409
Telemetry Investments
New York
$63.3M -$14.8M -19% 4.92% 77.4% 220 53.18%
SF
6410
SBK Financial
Virginia
$63.1M -$2.08M -3% 8.53% 63 3.17%
SP
6411
Syncona Portfolio
Guernsey
$63M +$5.46M +9% 21% 8.47% 4 0%
BGI
6412
BlueDrive Global Investors
United Kingdom
$62.9M -$40.2M -39% 6.85% 25.6% 7 28.57%
DFC
6413
DBK Financial Counsel
Ohio
$62.7M +$4.81M +8% 6.45% 52.9% 44 18.18%
OPPS
6414
Obsidian Personal Planning Solutions
Maryland
$62.3M +$7.67M +14% 10.1% 58.2% 42 11.9%
CFG
6415
CMC Financial Group
Georgia
$62.3M +$19.7M +46% 4.48% 71.8% 24 50%
ITVII
6416
IDG Technology Venture Investment IV
Hong Kong
$62M -$50.7M -45% 44.9% 420% 3 0%
AFG
6417
Alterity Financial Group
Maine
$61.7M -$178K -0.3% 7.44% 83 10.84%
CCA
6418
Covey Capital Advisors
Georgia
$61.4M +$2.42M +4% 9.99% 118% 31 3.23%
WEPOG
6419
Wealth Enhancement & Preservation of GA
Georgia
$61.3M -$1.01M -2% 7.32% 82.2% 59 32.2%
RC
6420
Resonate Capital
California
$61.3M -$5.71M -9% 2.52% 22 9.09%
OMC
6421
OUP Management Company
Pennsylvania
$61.3M -$2.96M -5% 21.9% 16 18.75%
SC
6422
Sonen Capital
California
$61.1M -$537K -0.9% 8.89% 103 14.56%
DWA
6423
Dougherty Wealth Advisers
Minnesota
$60.9M +$10.3M +20% 6.3% 67.5% 141 8.51%
CC
6424
Commons Capital
Massachusetts
$60.8M -$2.42M -4% 3.2% 138% 92 19.57%
IV
6425
Industry Ventures
California
$60.7M -$16.5M -21% 18.4% 37.5% 12 50%