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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)
Mercer Investments
6501
Mercer Investments
Massachusetts
$51.9M +$1.83M +4% 4.41% 33.1% 10 0% 2.7
Meritech Capital Associates IV
6502
Meritech Capital Associates IV
California
$51.9M -$24.8M -32% 32.3% – 2 0% 0.8
KL
6503
KCK Ltd
Bermuda
$51.6M -$19.6M -28% 27.3% – 4 25% 0.8
Kids Capital Management
6504
Kids Capital Management
California
$51.2M +$412K +0.8% 8.01% – 11 36.36% 0.6
AI
6505
Abanco Investors
Rhode Island
$51.1M – – 5.5% – 8 – 0
Dougherty Wealth Advisers
6506
Dougherty Wealth Advisers
Minnesota
$50.6M -$3.04M -6% 5.58% 67.5% 141 12.06% 3
Amitell Capital
6507
Amitell Capital
Singapore
$50.1M +$6.19M +14% 6.85% 196% 30 60% 0.5
AIM
6508
Axiom Investment Management
New York
$50M +$15.3M +44% 3.3% – 478 84.73% 0.3
Barington Capital Group
6509
Barington Capital Group
New York
$50M -$16.1M -24% 1.03% 71.1% 14 42.86% 1.5
Foresite Capital Management II
6510
Foresite Capital Management II
California
$49.9M -$29.4M -37% 37.1% 66.2% 1 0% 3
Future Fund LLC
6511
Future Fund LLC
Illinois
$49.7M +$5.7M +13% 17% 93.1% 24 29.17% 0.6
LL
6512
LMDAGG LLC
California
$49.7M +$37M +290% 4.65% – 4 25% 0.5
Brightline Capital Management
6513
Brightline Capital Management
Florida
$49.7M +$6.61M +15% 10.1% 810% 6 50% 0.5
PAPAIJV
6514
Paragon Associates & Paragon Associates II Joint Venture
Texas
$49.5M -$1.67M -3% 1.55% 168% 15 46.67% 2.1
Panview Asian Equity Master Fund
6515
Panview Asian Equity Master Fund
Hong Kong
$49.4M +$5.56M +13% 10.7% 145% 10 50% 0.4
BHIC
6516
Bassett Hargrove Investment Counsel
Delaware
$49.3M – – 5.81% – 47 – 1.2
North Run Capital
6517
North Run Capital
Massachusetts
$49.2M +$473K +1% 3.95% 19.4% 26 11.54% 2.1
Central Asset Investments & Management Holdings
6518
Central Asset Investments & Management Holdings
Hong Kong
$49.2M -$1.44M -3% 6.19% 3,210% 43 46.51% 0.8
NVIM
6519
New Vernon Investment Management
Illinois
$49M -$9.03M -16% 4.5% 83.1% 32 9.38% 4.1
PM
6520
Parametrica Management
Hong Kong
$48.9M -$42.9M -47% 0.49% 584% 193 79.79% 0.5
SCF
6521
Sante Capital Fund
Texas
$48.9M +$21.4M +78% 8.61% – 80 82.5% 0.1
Rizvi Traverse Management
6522
Rizvi Traverse Management
Florida
$48.9M -$24.2M -33% 29.6% – 2 0% 1
Toscafund Asset Management
6523
Toscafund Asset Management
United Kingdom
$48.7M -$21M -30% 0.81% 80.9% 10 30% 1.1
AH Equity Partners IV (Parallel)
6524
AH Equity Partners IV (Parallel)
California
$48.6M +$15.2M +45% 48.3% – 3 0% 1.1
Boyce & Associates Wealth Consulting
6525
Boyce & Associates Wealth Consulting
Texas
$48.6M -$6.44M -12% 4.83% 58.2% 48 14.58% 0.5