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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)
CMANY
7076
Capital Management Associates (New York)
New York
$84.4M +$469K +0.6% 4.79% 205% 79 12.66% 2.6
Lane Generational
7077
Lane Generational
Massachusetts
$84.4M -$341K -0.4% 4.94% 148% 33 9.09% 1.7
American Asset Management
7078
American Asset Management
Florida
$84.3M +$17.3M +26% 2.23% 42.5% 15 40% 2.5
Wedgewood Investors
7079
Wedgewood Investors
Pennsylvania
$84.2M – – 1.19% – 96 – 7.3
ASM
7080
ATW SPAC Management
New York
$84.1M +$1.37K +0% 2.51% 68.7% 186 23.12% 0.6
Provident Company of the Employees of the Hebrew University
7081
Provident Company of the Employees of the Hebrew University
Israel
$84M -$10.3M -11% 2.39% – 35 22.86% 0.2
H&F Corporate Investors VIII
7082
H&F Corporate Investors VIII
California
$83.7M -$569M -87% 52.1% 33.8% 2 50% 3.5
Axim Planning & Wealth
7083
Axim Planning & Wealth
Ohio
$83.5M -$39.8M -32% 24.7% 3.66% 31 35.48% 1.1
Pillar Wealth Advisors
7084
Pillar Wealth Advisors
Pennsylvania
$83.3M -$49.1M -37% 1.41% 21.9% 74 25.68% 1.9
KCM
7085
Key Colony Management
Arkansas
$83.1M -$17.1M -17% 10.3% 113% 8 25% 2.2
Commons Capital
7086
Commons Capital
Massachusetts
$83.1M +$14.3M +21% 14% 137% 65 26.15% 1.7
Red Mountain Financial
7087
Red Mountain Financial
Colorado
$82.9M – – 2.75% – 62 – 0.4
Breakout Capital Partners
7088
Breakout Capital Partners
New York
$82.9M -$130M -61% 2.45% – 12 58.33% 0.4
Canaan Partners XI
7089
Canaan Partners XI
California
$82.6M -$8.07M -9% 7.1% 798% 3 0% 2.5
New Leaf Venture Partners
7090
New Leaf Venture Partners
New York
$82.2M -$32M -28% 18.8% 3.91% 11 9.09% 4.6
Yorktown Energy Partners VIII
7091
Yorktown Energy Partners VIII
New York
$81.5M -$40.9M -33% 7.18% 15.2% 2 0% 4.8
Crabel Capital Management
7092
Crabel Capital Management
California
$81.4M -$33.5M -29% 0.6% 13.9% 58 37.93% 1.5
Western Asset Management Company
7093
Western Asset Management Company
California
$81.3M -$23.3M -22% 0.34% 2.29% 12 25% 2.8
Broadcrest Asset Management
7094
Broadcrest Asset Management
Florida
$81.3M +$6.82M +9% 7.83% 54.1% 5 0% 1.9
IPI
7095
Inflection Point Investments
United Kingdom
$81M -$15.7M -16% 2.35% – 12 33.33% 0.4
Holland Advisory Services
7096
Holland Advisory Services
Florida
$80.9M -$10.3M -11% 1.07% 57.1% 46 17.39% 1.7
Sandia Investment Management
7097
Sandia Investment Management
Massachusetts
$80.6M -$23M -22% 1.76% 20.5% 163 47.24% 0.6
Accel Growth Fund V Associates
7098
Accel Growth Fund V Associates
California
$80.3M -$7.08M -8% 8.09% 1.17% 2 0% 3.1
PWM
7099
Pinnacle Wealth Management
California
$80M -$16M -17% 5.71% 194% 53 41.51% 0.8
Founders Circle Capital
7100
Founders Circle Capital
California
$79.8M -$5.72M -7% 9.9% 28% 7 14.29% 2.8