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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)
C.V. Starr & Co
6626
C.V. Starr & Co
New York
$71.4M +$44.3M +163% 65.2% – 2 0% 3
Foresite Capital Opportunity Management V
6627
Foresite Capital Opportunity Management V
California
$71.4M -$77.7M -52% 43.8% – 10 10% 0.2
DCVC Bio
6628
DCVC Bio
California
$71.2M -$33.2M -32% 31.8% – 1 0% 0.3
YRHAM
6629
Yong Rong (HK) Asset Management
Hong Kong
$70.8M -$55.8M -44% 22.4% 2,310% 17 64.71% 0.6
Glaxis Capital Management
6630
Glaxis Capital Management
Florida
$70.8M +$33M +88% 6.93% 93.5% 57 87.72% 0.1
Dockyard Capital Management
6631
Dockyard Capital Management
Massachusetts
$70.6M -$39.5M -36% 15.2% – 27 55.56% 0.1
SAM
6632
Strategic Asset Management
Minnesota
$70.5M -$1.18M -2% 3.42% – 559 13.24% 0.4
Johnson Midwest Financial
6633
Johnson Midwest Financial
Iowa
$70.5M -$62.9M -47% 0.27% 58.6% 319 13.79% 1.1
Orcam Financial Group
6634
Orcam Financial Group
California
$70.1M -$2.91M -4% 6.02% 40% 38 15.79% 0.2
Lattice Capital Management
6635
Lattice Capital Management
Washington
$70.1M -$1.33B -95% 12.8% 187% 81 14.81% 0.2
Macroview Investment Management
6636
Macroview Investment Management
Maryland
$70M -$8.35M -11% 2.63% 67.2% 515 30.87% 1.9
Ford Foundation
6637
Ford Foundation
New York
$69.4M -$70.5M -50% 18.2% – 24 8.33% 0.3
Spectrum Equity Management
6638
Spectrum Equity Management
California
$69M -$7.52M -10% 9.84% – 2 0% 1.8
Norwood Financial
6639
Norwood Financial
Pennsylvania
$68.9M -$3.17M -4% 0.72% – 277 7.22% 0.2
Ocean Park Asset Management
6640
Ocean Park Asset Management
California
$68.5M -$1.13B -94% 6.87% 19.3% 6 33.33% 0.2
North Run Capital
6641
North Run Capital
Massachusetts
$68M -$62.1M -48% 17.9% 19.4% 22 13.64% 2
DBK Financial Counsel
6642
DBK Financial Counsel
Ohio
$67.8M -$2.38M -3% 5.1% 58.1% 40 22.5% 0.2
Palliser Capital (UK)
6643
Palliser Capital (UK)
United Kingdom
$67.7M -$50.4M -43% 15.3% 57% 13 76.92% 0.1
Vista Finance
6644
Vista Finance
Missouri
$67.5M -$29.3M -30% 0.32% 50.7% 97 57.73% 0.2
Meridian Financial Partners
6645
Meridian Financial Partners
Virginia
$67M -$80.7M -55% 3.19% 80.8% 87 54.02% 1.8
LSC
6646
Lyon Street Capital
California
$67M -$33.4M -33% 4.9% – 105 32.38% 0.9
Boyce & Associates Wealth Consulting
6647
Boyce & Associates Wealth Consulting
Texas
$66.9M – – 3.58% 58.2% 53 – 0
Aquatic Capital Management
6648
Aquatic Capital Management
Illinois
$66.9M +$15.1M +29% 6.66% 51.9% 1,675 71.58% 0.1
Safeguard Financial
6649
Safeguard Financial
Wisconsin
$66.9M – – 4.36% 21.9% 48 – 0
Bruderman Asset Management
6650
Bruderman Asset Management
New York
$66.3M -$64.5M -49% 3.31% 31.7% 108 36.11% 3.1