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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)
Coury Firm Asset Management
6701
Coury Firm Asset Management
Pennsylvania
$69.3M -$1.84M -3% 5.1% – 61 22.95% 1
AFG
6702
Alterity Financial Group
Maine
$69.2M +$950K +1% 11.7% – 81 13.58% 1.7
Mercer Investments
6703
Mercer Investments
Massachusetts
$69M +$4.76M +7% 6.45% 33.1% 11 9.09% 3
Bishop Rock Capital
6704
Bishop Rock Capital
New York
$69M +$4.55M +7% 8.08% 35.4% 24 8.33% 3.6
CCA
6705
Covey Capital Advisors
Georgia
$69M +$6.22M +10% 10.1% 118% 33 9.09% 3.7
Hidden Lake Asset Management
6706
Hidden Lake Asset Management
New York
$68.8M -$74.3M -52% 2.81% 849% 17 52.94% 0.7
Trustees of Columbia University in the City of New York
6707
Trustees of Columbia University in the City of New York
New York
$68.2M +$12.3M +22% 20% – 19 26.32% 1.2
Birch Grove Capital
6708
Birch Grove Capital
New York
$68.1M -$42.3M -38% 0.31% 2.66% 13 0% 1.5
CMANY
6709
Capital Management Associates (New York)
New York
$68M +$2.18M +3% 11.2% 205% 100 30% 2.1
SCC
6710
Steel Canyon Capital
Arizona
$67.6M +$14.7M +28% 8.47% 62.8% 29 37.93% 1.3
Yorktown Energy Partners IX
6711
Yorktown Energy Partners IX
New York
$67.5M +$11.2M +20% 0.64% 67.3% 4 25% 2.1
General Equity Holdings
6712
General Equity Holdings
New York
$67.5M +$25M +59% 84.8% 775% 6 0% 2
Medici Capital
6713
Medici Capital
California
$67.4M -$13.4M -17% 4.04% 127% 9 44.44% 0.4
Braemar Energy Ventures III
6714
Braemar Energy Ventures III
New York
$66.9M -$12.3M -16% 15.3% – 2 0% 1
Norwood Financial
6715
Norwood Financial
Pennsylvania
$66.8M +$3.71M +6% 4.22% – 288 3.47% 1.4
SPAS
6716
Spectrum Planning & Advisory Services
California
$66.8M +$5.18M +8% 6.27% – 43 18.6% 1.4
DA
6717
DSC Advisors
Illinois
$66.7M -$47.9M -42% 6.61% 3.18% 35 57.14% 2.5
Brendel Financial Advisors
6718
Brendel Financial Advisors
New Hampshire
$66.4M -$68.8M -51% 5.62% 126% 95 67.37% 1.6
Syncona Portfolio
6719
Syncona Portfolio
Guernsey
$66.3M +$4.83M +8% 18.4% 6.19% 4 0% 1.5
Commons Capital
6720
Commons Capital
Massachusetts
$66.3M +$3.89M +6% 17.7% 137% 77 19.48% 1.3
Corre Partners Management
6721
Corre Partners Management
New York
$66.3M -$21.1M -24% 57.2% 109% 6 16.67% 1.9
Samson Rock Capital
6722
Samson Rock Capital
United Kingdom
$66.2M -$129M -66% 17.1% 166% 27 88.89% 0.1
Institutional Venture Management XIII
6723
Institutional Venture Management XIII
California
$66.2M -$43.8M -40% 15.4% – 3 0% 1.4
Wealth CMT
6724
Wealth CMT
New Jersey
$66.2M -$23.7M -26% 2.12% 25% 31 77.42% 1.2
GMEI
6725
Global Media & Entertainment Investments
Bahamas
$66M -$4.72M -7% 0% 0% 1 0% 1.5