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)
LCM
6551
Lattice Capital Management
Washington
$54.9M -$15.2M -22% 22.8% 187% 70 15.71% 0.5
PL
6552
Pluribus Labs
California
$54.8M +$29.6M +118% 16.1% – 92 58.7% 0.2
IDP
6553
In-Depth Partners
Florida
$54.8M -$47.4M -46% 24% 157% 14 0% 0.5
GSC
6554
Ground Swell Capital
South Carolina
$54.5M +$15.6M +40% 16.7% 71.1% 197 95.43% 0
TOPU
6555
Trustees of Princeton University
New Jersey
$54.5M -$99.4M -65% 21.2% – 3 0% 2.4
KXA
6556
KPCB XV Associates
California
$54.2M -$23.1M -30% 26.2% – 4 0% 1.2
HPWM
6557
High Pines Wealth Management
Massachusetts
$54.2M -$81.8M -60% 13.7% 28.3% 37 24.32% 1.4
AIM
6558
Alerce Investment Management
Illinois
$53.9M -$5.16M -9% 1.73% 25.1% 7 0% 1.5
IVM
6559
InterWest Venture Management
California
$53.8M -$208M -79% 33.8% 57.6% 9 11.11% 3.6
SCH
6560
Springs Capital (HK)
Hong Kong
$53.8M +$22.6M +72% 34.3% – 10 20% 0.4
DWA
6561
Dougherty Wealth Advisers
Minnesota
$53.6M -$12.7M -19% 16.8% 67.5% 133 9.02% 3
TPL
6562
Tao Pro LLC
California
$53.4M -$33.2M -38% 38.3% – 1 0% 0.5
BU
6563
Builders Union
United Kingdom
$53.2M -$95.3M -64% 28.9% – 14 50% 0.9
HCM
6564
Helios Capital Management
Singapore
$53M +$5.73M +12% 13.8% 124% 35 20% 0.4
PIPST
6565
Prescott Investors Profit Sharing Trust
Florida
$53M -$25.3M -32% 25.8% – 8 0% 2.8
ETIA
6566
Epic Trust Investment Advisors
Washington
$52.9M -$11.3M -18% 13.7% – 100 52% 0.3
MCMI
6567
Matrix China Management III
Cayman Islands
$52.7M – – 31% – 2 – 1.3
KIP
6568
Kayak Investment Partners
California
$52.5M -$60.6M -54% 33.4% 27% 21 14.29% 2.1
OTL
6569
Oak Thistle LLC
New York
$51.8M -$138M -73% 17.7% 59% 453 82.12% 0.2
JDR
6570
Jay D. Rosenbaum
$51.7M -$11.6M -18% 16.2% 12.9% 67 13.43% 3.6
CPM
6571
Corre Partners Management
New York
$51.7M -$126M -71% 27.5% 109% 6 16.67% 1.4
AIIC
6572
AJU IB Investment Company
South Korea
$51.6M -$13.1M -20% 3.72% – 7 0% 1
RAM
6573
Roumell Asset Management
Maryland
$51.4M -$10.5M -17% 25.4% 46.9% 22 18.18% 1
PAPAIJV
6574
Paragon Associates & Paragon Associates II Joint Venture
Texas
$51.2M -$2.47M -5% 12.7% 168% 11 36.36% 2.1
SVGI
6575
Sozo Ventures GP II
California
$51M -$155M -75% 75.2% 8.44% 1 0% 0.5