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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)
Sonen Capital
6751
Sonen Capital
California
$61.1M -$537K -0.9% 8.89% – 103 14.56% 0.8
Autonomy Capital (Jersey)
6752
Autonomy Capital (Jersey)
Jersey
$60.9M -$182M -75% 21.4% 33.4% 17 23.53% 0.9
Dougherty Wealth Advisers
6753
Dougherty Wealth Advisers
Minnesota
$60.9M +$10.3M +20% 6.3% 67.5% 141 8.51% 3.4
Commons Capital
6754
Commons Capital
Massachusetts
$60.8M -$2.42M -4% 3.2% 137% 92 19.57% 0.9
P&S Credit Management
6755
P&S Credit Management
New York
$60.4M – – 19.3% – 11 – 0
University of Pittsburgh
6756
University of Pittsburgh
Pennsylvania
$59.8M – – 8.95% 69.2% 4 – 0
Groesbeck Investment Management
6757
Groesbeck Investment Management
New Jersey
$59.7M -$922K -2% 12.4% 155% 88 12.5% 4.6
West Rim Capital Associates II
6758
West Rim Capital Associates II
Utah
$59.6M -$7.5M -11% 10.7% – 2 0% 1
Innovius Capital Management
6759
Innovius Capital Management
California
$59.5M +$378K +0.6% 2.69% 56.4% 2 0% 1
Washington Harbour Partners
6760
Washington Harbour Partners
Virginia
$59.4M -$42.6M -42% 1.02% 162% 24 25% 0.7
EGVF
6761
ESA Global Value Fund
Cayman Islands
$59.4M -$39.7M -40% 13.9% – 5 20% 1.3
Vazirani Asset Management
6762
Vazirani Asset Management
New York
$59.1M -$34.2M -37% 19.3% 436% 47 72.34% 0.2
DLDF
6763
Dan L. Duncan Foundation
Texas
$59.1M +$5.53M +10% 15.6% 11.8% 2 0% 2
Hellman Jordan Management Company
6764
Hellman Jordan Management Company
Massachusetts
$58.9M +$1.25M +2% 5.51% 205% 51 31.37% 1.1
AGC
6765
Alden Global Capital
Florida
$58.9M +$40.3M +218% 0.07% 99.8% 18 61.11% 0.4
Audent Global Asset Management
6766
Audent Global Asset Management
California
$58.6M -$14.8M -20% 3.65% 112% 54 24.07% 0.8
FSC Wealth Advisors
6767
FSC Wealth Advisors
New York
$58.5M +$48.1M +463% 1.41% 66.4% 224 37.95% 0.8
Guild Investment Management
6768
Guild Investment Management
California
$58.4M +$96.1K +0.2% 6.77% 101% 68 36.76% 1.8
Mercer Investments
6769
Mercer Investments
Massachusetts
$58.4M +$6.49M +13% 15.4% 33.1% 10 10% 3.1
J2 Capital Management
6770
J2 Capital Management
Michigan
$58.3M +$5.6M +11% 2.3% – 89 22.47% 0.6
Macroview Investment Management
6771
Macroview Investment Management
Maryland
$58.3M +$3.52M +6% 8.22% 76.6% 533 31.14% 2.3
Cohen & Co Financial Management
6772
Cohen & Co Financial Management
New York
$58.1M +$165K +0.3% 65.4% – 34 94.12% 0.1
AI
6773
Abanco Investors
Rhode Island
$57.9M +$6.73M +13% 13.9% – 8 0% 0.3
IFS Advisors
6774
IFS Advisors
Kansas
$57.9M +$3.38M +6% 3.63% 54.2% 135 6.67% 0.9
WESPAC Advisors
6775
WESPAC Advisors
California
$57.7M -$16.5M -22% 7.16% 126% 93 49.46% 0.7