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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)
Matrix China Management IV
6826
Matrix China Management IV
Cayman Islands
$47M +$8.08M +21% 20.8% – 1 0% 1.5
Braun-Bostich & Associates
6827
Braun-Bostich & Associates
Pennsylvania
$46.7M +$4.43M +10% 5.02% 64.5% 76 11.84% 1.3
Kalos Management
6828
Kalos Management
Georgia
$46.6M -$3.31M -7% 4.8% 48.5% 405 67.9% 1.2
SCA
6829
SMH Capital Advisors
Texas
$46.2M +$29.4M +175% 1.52% 10.7% 56 12.5% 2.4
Magma Venture Partners General Partner
6830
Magma Venture Partners General Partner
Israel
$45.2M -$34.6M -43% 57.8% 4.7% 3 0% 1.5
SevenOneSeven Capital Management
6831
SevenOneSeven Capital Management
Pennsylvania
$44.5M +$120K +0.3% 1.47% 12.4% 56 5.36% 1.4
SL Advisors
6832
SL Advisors
New Jersey
$44.5M -$2.15M -5% 10.2% 74.1% 51 11.76% 5.3
SIP
6833
Scott Investment Partners
United Kingdom
$44.5M +$1.1M +3% 3.3% 44% 43 0% 2.5
Kite Lake Capital Management (UK)
6834
Kite Lake Capital Management (UK)
United Kingdom
$44.5M -$49.1M -52% 1.84% 337% 11 72.73% 0.6
Mizuho Securities
6835
Mizuho Securities
Japan
$44.4M +$12.2M +38% 17.7% 109% 94 40.43% 2.2
Madryn Asset Management
6836
Madryn Asset Management
New York
$44.2M -$31.5M -42% 6.22% – 5 0% 1.3
ION Crossover Partners
6837
ION Crossover Partners
Israel
$44M +$305K +0.7% 3.06% – 5 40% 1.1
Capitol Family Office
6838
Capitol Family Office
Oregon
$43.8M -$6.87M -14% 5.03% 72% 18 33.33% 0.8
Marlowe Partners
6839
Marlowe Partners
New York
$42.8M -$30.8M -42% 1.5% 16.3% 8 12.5% 2.6
New Jersey Better Educational Savings Trust
6840
New Jersey Better Educational Savings Trust
New Jersey
$42.5M +$5.49M +15% 13.3% 42% 85 11.76% 4.3
Graham Capital Wealth Management
6841
Graham Capital Wealth Management
District of Columbia
$42.4M -$26.9M -39% 2.51% 45.3% 177 80.23% 0.6
Portland Hill Asset Management
6842
Portland Hill Asset Management
United Kingdom
$42.3M -$528K -1% 9.24% 30.2% 45 13.33% 3.3
GSC
6843
Ground Swell Capital
South Carolina
$41.5M -$18.1M -30% 11.6% 71.1% 106 92.45% 0.1
Ulrich Consultants & Investment Group
6844
Ulrich Consultants & Investment Group
New Mexico
$41.4M -$6.48M -14% 8.39% – 26 15.38% 0.8
Qualcomm Inc
6845
Qualcomm Inc
California
$41M -$9.7M -19% 6.69% – 4 25% 4.3
Park Avenue Institutional Advisers
6846
Park Avenue Institutional Advisers
New York
$40.7M -$33.3M -45% 1.28% – 8 37.5% 1.4
IFS Advisors
6847
IFS Advisors
Kansas
$40.5M +$16M +65% 8.26% 54.2% 156 19.23% 1.1
Windsor Advisory Group
6848
Windsor Advisory Group
Ohio
$40.5M -$1.31M -3% 5.58% 48.2% 73 26.03% 0.4
Connective Portfolio Management
6849
Connective Portfolio Management
New York
$40.3M +$8.8M +28% 29.6% 468% 51 56.86% 0.5
Sageworth Trust Company of South Dakota
6850
Sageworth Trust Company of South Dakota
South Dakota
$40.2M -$2.56M -6% 5.52% 71.3% 235 83.4% 1.3