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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)
Cypress Capital Management (Wyoming)
7001
Cypress Capital Management (Wyoming)
Wyoming
$93.9M +$104K +0.1% 3.66% 161% 181 13.81% 4.1
University of Maryland Foundation
7002
University of Maryland Foundation
Maryland
$93.8M -$10.2M -10% 0.08% 51.2% 6 0% 4
IA
7003
Incentive AS
Norway
$93.8M -$15M -14% 7.92% – 1 0% 0.5
Eagle Harbor Asset Management
7004
Eagle Harbor Asset Management
Washington
$93.7M -$548K -0.6% 0.6% 76.2% 130 7.69% 1.8
Vestia Personal Wealth Advisors
7005
Vestia Personal Wealth Advisors
Indiana
$93.7M – – 0.13% – 74 – 0
Nan Fung Group Holdings
7006
Nan Fung Group Holdings
Hong Kong
$93.7M -$14.2M -13% 2.14% 281% 48 14.58% 1.6
Madrona Venture Group
7007
Madrona Venture Group
Washington
$93.7M -$23.8M -20% 19.2% 233% 4 0% 2.9
Aozora Bank
7008
Aozora Bank
Japan
$93.6M -$740K -0.8% 0.78% 5.45% 2 0% 3
Spectrum Wealth Advisory Group
7009
Spectrum Wealth Advisory Group
California
$93.5M +$6.58M +8% 4.29% 67.9% 38 23.68% 2.9
Strategic Investment Management
7010
Strategic Investment Management
Virginia
$93.4M -$36.9M -28% 2.21% 53.4% 11 9.09% 5.7
SkyKnight Capital
7011
SkyKnight Capital
California
$93.3M -$12.8M -12% 11.9% 11% 3 0% 2.5
Orcam Financial Group
7012
Orcam Financial Group
California
$93.2M +$1.88M +2% 0.36% 40% 43 4.65% 1.8
Yorktown Management & Research Company
7013
Yorktown Management & Research Company
Virginia
$93.1M -$12M -11% 0.03% 223% 249 36.95% 1.7
Northwestern University
7014
Northwestern University
Illinois
$92.8M -$14.9M -14% 2.47% 28.2% 7 28.57% 2.6
EnCap Energy Capital Fund IX
7015
EnCap Energy Capital Fund IX
Texas
$92.6M -$11.7M -11% 11.2% 69.2% 1 0% 3.5
DRH Investments
7016
DRH Investments
California
$92.6M -$9.9M -10% 3.14% 81.2% 11 18.18% 2.7
SF
7017
Schaeffer Financial
Maryland
$92.1M -$8.3M -8% 1% – 18 11.11% 1.8
Point Break Capital Management
7018
Point Break Capital Management
Florida
$92.1M -$1.99M -2% 0.7% – 19 42.11% 0.9
Pitti Group Wealth Management
7019
Pitti Group Wealth Management
New York
$91.9M +$2.42M +3% 1.87% 65.3% 64 10.94% 2
OneFund LLC
7020
OneFund LLC
Florida
$91.8M +$8.18M +10% 8.5% – 122 9.84% 0.5
DBK Financial Counsel
7021
DBK Financial Counsel
Ohio
$91.8M -$3.57M -4% 1.77% 58.1% 50 4% 1.8
MM
7022
MWG Management
British Virgin Islands
$91.6M -$43.5M -32% 30.7% 59.2% 3 0% 2.7
Old Well Partners
7023
Old Well Partners
North Carolina
$91.5M -$27.2M -23% 4.64% 97.8% 36 16.67% 2.2
Vida Ventures Advisors
7024
Vida Ventures Advisors
Massachusetts
$91.4M -$88.6M -49% 32.2% 154% 5 0% 2.9
NVP Associates
7025
NVP Associates
California
$91.3M -$34.7M -28% 26% 953% 6 0% 1.5