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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
WEO
6751
William E. Oberndorf
$54.7M -$8.42M -13% 3.53% 36.2% 10 10%
MU
6752
Moneda USA
New York
$54.5M +$5.71M +12% 1.72% 9 0%
TOCUITCONY
6753
Trustees of Columbia University in the City of New York
New York
$54.3M -$13.9M -20% 0.9% 18 33.33%
IVMX
6754
Institutional Venture Management XIII
California
$54.2M -$12M -18% 16.5% 3 0%
AWA
6755
AmeriServ Wealth Advisors
Pennsylvania
$54.1M +$1.31M +2% 1.9% 48 20.83%
1C
6756
1060 Capital
Colorado
$54M -$25.9M -32% 2.78% 301% 23 82.61%
MA
6757
Mangham Associates
Virginia
$53.9M -$4.81M -8% 4.16% 24.4% 16 12.5%
RFM
6758
RPD Fund Management
New York
$53.9M +$4.18M +8% 12.4% 3 0%
HMS
6759
Hanseatic Management Services
New Mexico
$53.7M -$496K -0.9% 1.08% 142 37.32%
IA
6760
IFS Advisors
Kansas
$53.7M +$13.2M +33% 4.27% 48.3% 154 9.74%
BBA
6761
Braun-Bostich & Associates
Pennsylvania
$53.6M +$6.91M +15% 3.25% 59.5% 113 85.84%
RB
6762
Richmond Brothers
Michigan
$53.2M -$8.51M -14% 2.41% 77.2% 25 16%
SFG
6763
SVB Financial Group
Texas
$53.2M +$251K +0.5% 6.69% 24 12.5%
CFO
6764
Capitol Family Office
Oregon
$53.1M +$9.3M +21% 4.11% 61.9% 17 23.53%
CAS
6765
CTC Alternative Strategies
Illinois
$53M -$27.4M -34% 0.79% 111% 214 86.45%
AOG
6766
Alpha Omega Group
Virginia
$52.8M -$1.19M -2% 3.23% 16.1% 19 0%
SCGM
6767
Starwood Capital Group Management
Florida
$52.7M -$10.4M -17% 15.9% 16.2% 2 0%
AC
6768
Anson Capital
Georgia
$52.6M -$1.3M -2% 3.44% 45.8% 67 23.88%
RCA
6769
Reitz Capital Advisors
Michigan
$52.4M -$57.2M -52% 3.74% 11% 71 64.79%
SIM
6770
Strategic Income Management
Washington
$52.1M -$957K -2% 7.35% 8 62.5%
SWM
6771
Stapp Wealth Management
Washington
$51.9M +$1.45M +3% 1.02% 50% 25 20%
MC
6772
Mayo Clinic
Minnesota
$51.9M -$45.5M -47% 5.22% 11 18.18%
ICM
6773
Innovius Capital Management
California
$51.8M -$8.66M -14% 10.5% 56.4% 2 0%
SPW
6774
Surience Private Wealth
Washington
$51.6M -$18.2M -26% 0.11% 168% 36 77.78%
UFG
6775
United Fire Group
Iowa
$51.2M -$78.4M -60% 3.09% 27.4% 37 43.24%