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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 Time
Held (Qtrs)
EHAM
7001
Eagle Harbor Asset Management
Washington
$93.7M -$548K -0.6% 0.6% 69.7% 130 7.69% 7
VPWA
7002
Vestia Personal Wealth Advisors
Indiana
$93.7M – – 0.13% – 74 – 0
NFGH
7003
Nan Fung Group Holdings
Hong Kong
$93.7M -$14.2M -13% 2.14% 281% 48 14.58% 6.3
MVG
7004
Madrona Venture Group
Washington
$93.7M -$23.8M -20% 19.2% 233% 4 0% 11.8
AB
7005
Aozora Bank
Japan
$93.6M -$740K -0.8% 0.78% 5.45% 2 0% 12
SWAG
7006
Spectrum Wealth Advisory Group
California
$93.5M +$6.58M +8% 4.29% 67.9% 38 23.68% 11.7
SIM
7007
Strategic Investment Management
Virginia
$93.4M -$36.9M -28% 2.21% 53.3% 11 9.09% 22.9
SC
7008
SkyKnight Capital
California
$93.3M -$12.8M -12% 11.9% 11% 3 0% 10
OFG
7009
Orcam Financial Group
California
$93.2M +$1.88M +2% 0.36% 40% 43 4.65% 7.1
YMRC
7010
Yorktown Management & Research Company
Virginia
$93.1M -$12M -11% 0.03% 223% 249 36.95% 7
NU
7011
Northwestern University
Illinois
$92.8M -$14.9M -14% 2.47% 31.6% 7 28.57% 10.5
EECFI
7012
EnCap Energy Capital Fund IX
Texas
$92.6M -$11.7M -11% 11.2% 69.2% 1 0% 14
DI
7013
DRH Investments
California
$92.6M -$9.87M -10% 3.14% 81.2% 11 18.18% 10.9
SF
7014
Schaeffer Financial
Maryland
$92.1M -$8.3M -8% 1% – 18 11.11% 7
PBCM
7015
Point Break Capital Management
Florida
$92.1M -$1.99M -2% 0.7% – 19 42.11% 3.6
PGWM
7016
Pitti Group Wealth Management
New York
$91.9M +$2.42M +3% 1.87% 65.3% 64 10.94% 8.2
OL
7017
OneFund LLC
Florida
$91.8M +$8.18M +10% 8.5% – 122 9.84% 1.8
DFC
7018
DBK Financial Counsel
Ohio
$91.8M -$3.57M -4% 1.77% 52.9% 50 4% 7
MM
7019
MWG Management
British Virgin Islands
$91.6M -$43.5M -32% 30.7% 59.2% 3 0% 10.7
OWP
7020
Old Well Partners
North Carolina
$91.5M -$27.2M -23% 4.64% 97.8% 36 16.67% 8.7
VVA
7021
Vida Ventures Advisors
Massachusetts
$91.4M -$88.6M -49% 32.2% 154% 5 0% 11.4
NA
7022
NVP Associates
California
$91.3M -$34.7M -28% 26% 953% 6 0% 6
SCM
7023
Saxony Capital Management
Missouri
$91M +$8.07M +10% 5% – 141 30.5% 1.5
SCM
7024
Stadium Capital Management
Connecticut
$90.8M -$35.2M -28% 25.9% 10.9% 11 36.36% 5.1
ETIA
7025
Epic Trust Investment Advisors
Washington
$90.8M +$9.64M +12% 4.39% – 118 14.41% 5.6