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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)
EnCap Energy Capital Fund X
6601
EnCap Energy Capital Fund X
Texas
$38.2M -$103M -73% 9.11% – 1 0% 1.5
NICM
6602
Neo Ivy Capital Management
New York
$38M +$692K +2% 6.7% – 608 72.86% 0.2
Foresite Capital Management III
6603
Foresite Capital Management III
California
$37.9M +$10.3M +37% 54.4% 444% 4 0% 1.3
Certares Management
6604
Certares Management
New York
$37.8M +$7.34M +24% 24% 26.4% 1 0% 0.8
WFO
6605
Wealthgate Family Office
Colorado
$37.6M -$2.89M -7% 3.84% 28.7% 22 9.09% 1.2
SIP
6606
Scott Investment Partners
United Kingdom
$37.2M -$113M -75% 3.51% 44% 44 0% 1.7
Clearfield Capital Management
6607
Clearfield Capital Management
New York
$37.1M -$36.1M -49% 8.29% 421% 4 25% 1
Hanseatic Management Services
6608
Hanseatic Management Services
New Mexico
$37M -$6.97M -16% 0.28% – 125 37.6% 0.7
KCGDR
6609
Kiron Capital Gestao de Recursos
Brazil
$36.9M -$120K -0.3% 14% – 9 22.22% 0.9
Accel Leaders Fund II Associates
6610
Accel Leaders Fund II Associates
California
$36.6M -$11.3M -24% 23.6% – 2 0% 0.8
ACON Equity Management
6611
ACON Equity Management
District of Columbia
$36.4M -$3.78M -9% 9.41% 32.1% 1 0% 4.8
Lingohr Asset Management
6612
Lingohr Asset Management
Germany
$36.4M -$1.15M -3% 3.61% 141% 101 30.69% 0.9
Vienna Asset Management
6613
Vienna Asset Management
California
$36M +$8.86M +33% 3.71% – 54 68.52% 0.2
Valliance Asset Management
6614
Valliance Asset Management
Hong Kong
$35.9M +$11.5M +47% 7.87% 2,198% 7 71.43% 0.5
KPCB XV Associates
6615
KPCB XV Associates
California
$35.8M -$18.4M -34% 2.75% – 4 25% 1.8
Cincinnati Indemnity Company
6616
Cincinnati Indemnity Company
Ohio
$35.4M -$1.4M -4% 2.88% 33.1% 12 0% 5.8
GSC
6617
Ground Swell Capital
South Carolina
$35.1M -$19.4M -36% 4.87% 71.1% 211 88.63% 0.1
Appleton Group
6618
Appleton Group
Wisconsin
$35M +$17.8M +104% 1.98% 58.3% 31 45.16% 2.9
Founders Fund Growth Management
6619
Founders Fund Growth Management
California
$34.8M +$627K +2% 2.18% 48.9% 3 0% 0.8
Lockerman Financial Group
6620
Lockerman Financial Group
California
$34.7M +$3.45M +11% 4.81% 70.4% 68 19.12% 0.6
Covalis (Gibraltar)
6621
Covalis (Gibraltar)
Gibraltar
$34.5M +$17M +97% 3.38% – 2 50% 0.5
Stapp Wealth Management
6622
Stapp Wealth Management
Washington
$34.3M – – 3.45% 54.4% 115 – 0
Atlas Venture Associates IX
6623
Atlas Venture Associates IX
Massachusetts
$33.7M -$10.3M -23% 4.01% 89.8% 7 14.29% 4.5
Tanaka Capital Management
6624
Tanaka Capital Management
New York
$33.5M +$2.76M +9% 14% – 49 4.08% 5.9
CIS
6625
Continental Investors Services
Washington
$33.4M -$800K -2% 1.49% 76.6% 39 7.69% 0.7