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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)
Groesbeck Investment Management
6726
Groesbeck Investment Management
New Jersey
$65.7M -$1.02M -2% 7.55% 147% 87 6.9% 4.7
High Pines Wealth Management
6727
High Pines Wealth Management
Massachusetts
$65.6M +$5.4M +9% 6.88% 28.3% 33 12.12% 2.1
River Oaks Capital
6728
River Oaks Capital
Minnesota
$65.6M -$5.84M -8% 6.68% – 53 20.75% 3.2
USA Financial Formulas
6729
USA Financial Formulas
Michigan
$65.1M +$3.38M +5% 6.38% 104% 505 19.01% 1.5
Macroview Investment Management
6730
Macroview Investment Management
Maryland
$65.1M +$2.67M +4% 4.16% 67.2% 574 33.8% 2.3
Waterton Global Resource Management
6731
Waterton Global Resource Management
Ontario, Canada
$64.9M -$49.2M -43% 8.45% 21% 2 50% 2.3
WPA
6732
Winning Points Advisors
Florida
$64.9M -$25.8M -28% 8.11% – 46 23.91% 4.8
SI
6733
Schusterman Interests
Oklahoma
$64.9M +$471K +0.7% 61.8% 344% 14 42.86% 0.9
AtonRa Partners
6734
AtonRa Partners
Switzerland
$64.6M -$3.91M -6% 12.1% 49% 126 11.11% 1.6
KPCB DGF Associates
6735
KPCB DGF Associates
California
$64.5M +$4.77M +8% 28.5% – 2 0% 1.3
Vista Finance
6736
Vista Finance
Missouri
$64.1M -$6.51M -9% 1.95% 47% 26 23.08% 0.9
Verdad Advisers
6737
Verdad Advisers
Massachusetts
$63.8M +$14.2M +29% 3.79% – 56 50% 0.6
KL
6738
KCK Ltd
Bermuda
$63.8M -$3.53M -5% 4.43% – 3 0% 1.5
Delphia (USA)
6739
Delphia (USA)
Ontario, Canada
$63.3M -$18.3M -22% 10.8% – 340 62.06% 0.5
DLDF
6740
Dan L. Duncan Foundation
Texas
$63.1M +$982K +2% 2.21% 11.8% 2 0% 2.5
Starwood Capital Group Management
6741
Starwood Capital Group Management
Florida
$63.1M +$37.6M +147% 12.3% 16.2% 3 66.67% 0.6
WEO
6742
William E. Oberndorf
$63.1M +$13.6M +28% 15.8% 36.2% 10 0% 1.4
QP Wealth Management
6743
QP Wealth Management
New Jersey
$63.1M +$2.01M +3% 9.79% – 79 32.91% 1.7
DC
6744
Dantai Capital
Hong Kong
$62.5M -$19.9M -24% 12.7% – 34 76.47% 0.1
JDR
6745
Jay D. Rosenbaum
$62.3M +$7.92M +15% 9.95% 12.9% 66 19.7% 3.9
Mesirow Financial Investment Management - Fixed Income
6746
Mesirow Financial Investment Management - Fixed Income
Illinois
$61.9M -$73.2M -54% 5.96% 26.9% 11 9.09% 2.8
Richmond Brothers
6747
Richmond Brothers
Michigan
$61.8M +$2.5M +4% 32.9% 77.2% 24 16.67% 1.3
NVIM
6748
New Vernon Investment Management
Illinois
$61.7M +$13.1M +27% 4.62% 83.1% 30 6.67% 4.6
Bridgewealth Advisory Group
6749
Bridgewealth Advisory Group
California
$61.5M +$7.28M +13% 5.52% 39.1% 60 11.67% 0.4
Offit Capital Advisors
6750
Offit Capital Advisors
New York
$61.5M -$1.68M -3% 2.66% – 1 0% 1.5