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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)
Jacob Asset Management of New York
6526
Jacob Asset Management of New York
California
$88.7M +$2.97M +3% 11.6% 22.7% 67 5.97% 2.1
Mendota Financial Group
6527
Mendota Financial Group
Wisconsin
$88.6M -$11.6M -12% 8.68% 50.1% 399 47.62% 0.3
Caerus Investment Advisors
6528
Caerus Investment Advisors
Texas
$88.4M +$1.56M +2% 8.83% 85% 54 48.15% 1.1
Coastwise Capital Group
6529
Coastwise Capital Group
California
$88.4M +$876K +1% 7.21% 88.8% 114 6.14% 1
Thompson Davis & Co
6530
Thompson Davis & Co
Virginia
$88.3M +$11.7M +15% 19.2% 188% 140 40% 2.3
Invenio Wealth Partners
6531
Invenio Wealth Partners
Florida
$88.3M – – 4.97% 55.5% 76 – 0
Platt Investment Counsel
6532
Platt Investment Counsel
Florida
$88.1M +$13.3M +18% 7.79% 62.9% 10 20% 2
AM Squared
6533
AM Squared
Hong Kong
$88M -$40.9M -32% 0.37% – 172 55.23% 0.3
APW
6534
Aurora Private Wealth
New Jersey
$87.9M -$5.87M -6% 8.02% – 159 23.27% 2.2
Crew Capital Management
6535
Crew Capital Management
Ohio
$87.9M +$18.3M +26% 9.45% 104% 96 20.83% 1.7
Capital Today Evergreen Fund
6536
Capital Today Evergreen Fund
Cayman Islands
$87.9M +$42M +92% 20.5% 23.7% 2 50% 0.6
Moon Capital Management
6537
Moon Capital Management
New York
$87.8M -$11.9M -12% 2.64% 76.3% 17 41.18% 3.9
ALS
6538
Andrew L. Share
$87.7M +$20M +29% 28.4% 14.8% 6 66.67% 1.4
Montchanin Asset Management
6539
Montchanin Asset Management
Delaware
$87.7M +$8.8M +11% 8.94% – 53 15.09% 0.8
AMH Equity
6540
AMH Equity
New York
$87.5M +$222K +0.3% 7.22% 267% 39 66.67% 0.5
Threadgill Financial
6541
Threadgill Financial
Texas
$87.5M +$5.75M +7% 3.41% 49.3% 42 30.95% 0.9
Fingerlakes Wealth Management
6542
Fingerlakes Wealth Management
New York
$87.4M +$7.11M +9% 9.28% 80.2% 88 3.41% 1.4
KLC
6543
Knowledge Leaders Capital
Colorado
$87.1M +$11.4M +15% 4.34% 51.6% 105 66.67% 1.1
Kellner Capital
6544
Kellner Capital
New York
$87M +$15.3M +21% 14.6% 390% 43 72.09% 0.2
Michael & Susan Dell Foundation
6545
Michael & Susan Dell Foundation
New York
$87M -$6.98M -7% 2.24% 238% 2 0% 2.9
DIM
6546
DC Investments Management
Virginia
$86.9M +$2.94M +3% 4.41% 56.3% 85 8.24% 0.6
University of Pittsburgh
6547
University of Pittsburgh
Pennsylvania
$86.7M +$53.1M +157% 1.03% 69.2% 3 33.33% 0.5
Harper Investing
6548
Harper Investing
California
$86.7M +$6.16M +8% 1.74% 58.7% 25 52% 0.9
LL Funds
6549
LL Funds
Pennsylvania
$86.6M +$33.8M +64% 63.9% 96.9% 1 0% 1.5
Optimas Capital
6550
Optimas Capital
Hong Kong
$86.5M -$32.7M -27% 14.9% 355% 46 73.91% 0.2