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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
$62.6M -$6.73M -10% 3.73% – 62 37.1% 1.1
Ardian France
6702
Ardian France
France
$62.5M -$9.9M -14% 13.7% – 1 0% 1.8
Mercer Investments
6703
Mercer Investments
Massachusetts
$62.5M -$6.53M -9% 3.66% 33.1% 11 0% 3.2
IFO
6704
Intrepid Family Office
Florida
$62.4M +$9.9M +19% 0.15% – 34 41.18% 0.8
JPC
6705
Jabodon PT Co
Nevada
$62.3M -$12.3M -16% 2.89% 61.9% 4 50% 1.2
Norwood Financial
6706
Norwood Financial
Pennsylvania
$61.8M -$5M -7% 4.92% – 286 1.05% 1.6
GSC
6707
Ground Swell Capital
South Carolina
$61M +$19.5M +47% 8.96% 71.1% 126 93.65% 0.1
Freedom Wealth Alliance
6708
Freedom Wealth Alliance
Wisconsin
$60.8M -$10.8M -15% 3.33% – 71 43.66% 0.6
High Pines Wealth Management
6709
High Pines Wealth Management
Massachusetts
$60.8M -$4.84M -7% 3.42% 28.3% 33 9.09% 2.2
DC
6710
Dryden Capital
Florida
$60.3M -$10.4M -15% 1.21% – 36 33.33% 0.9
Broadmark Asset Management
6711
Broadmark Asset Management
California
$60.3M -$71.1M -54% 5.31% 39.6% 2 100% 0
Nine27 Capital Management
6712
Nine27 Capital Management
New York
$60.2M -$90.6M -60% 19.1% – 28 89.29% 0.1
Dynamo Administracao de Recursos
6713
Dynamo Administracao de Recursos
Brazil
$60.2M +$26.6M +79% 10.3% 350% 5 0% 3.5
Offit Capital Advisors
6714
Offit Capital Advisors
New York
$60.1M -$1.41M -2% 2.29% – 1 0% 1.8
MV Management XI
6715
MV Management XI
California
$60.1M +$2.96M +5% 25% – 3 0% 1.8
Boyce & Associates Wealth Consulting
6716
Boyce & Associates Wealth Consulting
Texas
$60M +$175K +0.3% 3.19% 58.2% 50 10% 1.1
DLDF
6717
Dan L. Duncan Foundation
Texas
$60M -$3.18M -5% 4.58% 11.8% 2 0% 2.8
Capital Impact Advisors
6718
Capital Impact Advisors
Massachusetts
$59.9M -$31M -34% 5% – 175 38.29% 1.6
JDR
6719
Jay D. Rosenbaum
$59.7M -$2.6M -4% 2.87% 12.9% 72 23.61% 3.8
Guild Investment Management
6720
Guild Investment Management
California
$59.7M -$11.4M -16% 1.32% 101% 64 23.44% 2
BHIC
6721
Bassett Hargrove Investment Counsel
Delaware
$59.6M +$6.23M +12% 3.69% – 48 8.33% 2.1
Social Capital Group
6722
Social Capital Group
California
$59.5M -$115M -66% 58.1% – 4 50% 0.8
PM
6723
Parametrica Management
Hong Kong
$59.4M +$7.5M +14% 4.14% 584% 35 37.14% 0.8
American Asset Management
6724
American Asset Management
Florida
$59.4M -$36.4M -38% 6.9% 42.5% 15 46.67% 3.9
Brandywine Managers
6725
Brandywine Managers
Delaware
$59.3M -$92.2M -61% 1.62% 96.3% 49 24.49% 3.4