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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)
Seed Wealth Management
6901
Seed Wealth Management
Illinois
$105M +$5.53M +6% 7.64% 62% 156 7.69% 1
Western Asset Management Company
6902
Western Asset Management Company
California
$105M -$47.5M -31% 1.47% 2.29% 15 6.67% 2.5
Bey-Douglas LLC
6903
Bey-Douglas LLC
Georgia
$105M +$7.01M +7% 12.9% – 39 12.82% 0.2
Ariston Services Group
6904
Ariston Services Group
California
$104M +$1.14M +1% 5.76% 71.7% 60 16.67% 0.2
EnCap Energy Capital Fund IX
6905
EnCap Energy Capital Fund IX
Texas
$104M -$58M -36% 15.7% 69.2% 2 50% 3.3
Roberts Capital Advisors
6906
Roberts Capital Advisors
Colorado
$104M – – 13.7% – 89 – 2.1
Bare Financial Services
6907
Bare Financial Services
Pennsylvania
$104M +$54.4M +110% 6.65% – 150 40% 0.2
University of Maryland Foundation
6908
University of Maryland Foundation
Maryland
$104M +$7.72M +8% 8.05% 51.2% 6 0% 3.8
Robinson Smith Wealth Advisors
6909
Robinson Smith Wealth Advisors
Maine
$104M +$2.39M +2% 6.95% 62.6% 85 10.59% 0.2
Pin Oak Investment Advisors
6910
Pin Oak Investment Advisors
Texas
$104M +$5.36M +5% 7.43% 62.7% 484 11.16% 3.7
Accel Growth Fund IV Associates
6911
Accel Growth Fund IV Associates
California
$104M -$10M -9% 8.74% 61.4% 1 0% 2.8
QSV Equity Investors
6912
QSV Equity Investors
Illinois
$104M +$1.12M +1% 2.9% – 95 11.58% 0.2
Divco West Real Estate Services
6913
Divco West Real Estate Services
California
$104M -$12.4M -11% 10.1% 22.3% 5 0% 1.3
Muirfield Wealth Advisors
6914
Muirfield Wealth Advisors
North Carolina
$104M +$9.42M +10% 10.1% – 63 12.7% 0.2
Gibson Wealth Advisors
6915
Gibson Wealth Advisors
Texas
$104M – – 8.22% – 35 – 2
Kinnevik AB
6916
Kinnevik AB
Sweden
$104M +$1.14M +1% 1.12% 51.4% 1 0% 1.3
Caerus Investment Advisors
6917
Caerus Investment Advisors
Texas
$104M -$780K -0.7% 6.47% 85% 40 25% 1.4
Sugar Maple Asset Management
6918
Sugar Maple Asset Management
Wisconsin
$104M – – 6.6% – 51 – 0
WCM
6919
W Capital Management
New York
$104M -$14.9M -13% 7.4% – 4 0% 2.1
Sandia Investment Management
6920
Sandia Investment Management
Massachusetts
$104M -$41.8M -29% 0.43% 20.5% 201 50.75% 0.5
Idaho Trust Bank
6921
Idaho Trust Bank
Idaho
$104M -$69M -40% 8.31% 47.5% 159 92.45% 0.1
Fingerlakes Wealth Management
6922
Fingerlakes Wealth Management
New York
$104M +$10.6M +11% 8.31% 80.2% 90 5.56% 1.9
Twenty Acre Capital
6923
Twenty Acre Capital
Pennsylvania
$104M -$1.59M -2% 6.53% 196% 19 15.79% 1.4
Scion Asset Management
6924
Scion Asset Management
California
$103M +$8.9M +9% 15.5% 1.91% 30 63.33% 0.3
Barden Capital Management
6925
Barden Capital Management
Texas
$103M -$19.3M -16% 10.8% 80.1% 75 21.33% 1.8