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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)
Dover Advisors
7126
Dover Advisors
Virginia
$76M -$22.8M -23% 10.8% 65% 103 23.3% 0.9
Institutional Venture Management XVI
7127
Institutional Venture Management XVI
California
$76M -$70.9M -48% 36.8% 523% 3 0% 2.3
Ramsey Quantitative Systems
7128
Ramsey Quantitative Systems
Kentucky
$75.8M +$4.89M +7% 9.42% 51.1% 2 0% 2.1
Mercer Investments
7129
Mercer Investments
Massachusetts
$75.7M +$13.2M +21% 10.1% 33.1% 11 18.18% 3.8
Serent Capital Management Company
7130
Serent Capital Management Company
California
$75.5M – – 45.2% – 1 – 2
Saxony Capital Management
7131
Saxony Capital Management
Missouri
$75.5M – – 11.1% 90% 105 – 0
FreeGulliver LLC
7132
FreeGulliver LLC
Louisiana
$75.3M – – 12.9% – 44 – 0
AIM
7133
Alerce Investment Management
Illinois
$75.2M +$16.6M +28% 50.2% 25.1% 6 16.67% 3
CFG
7134
CMC Financial Group
Georgia
$74.8M +$11.1M +17% 10% 102% 18 44.44% 1.4
CAZ Investments
7135
CAZ Investments
Texas
$74.8M +$19.8M +36% 11.1% 263% 44 9.09% 2.1
ETIA
7136
Epic Trust Investment Advisors
Washington
$74.6M +$11.1M +17% 10.7% – 104 18.27% 1.1
Marathon Strategic Advisors
7137
Marathon Strategic Advisors
Pennsylvania
$73.8M – – 9.3% 110% 30 – 0
Foresite Capital Management V
7138
Foresite Capital Management V
California
$73.4M +$10.7M +17% 43% 401% 8 50% 2.2
Foursixthree Capital
7139
Foursixthree Capital
New York
$73.2M -$118M -62% 24.8% – 18 44.44% 0.6
Monarch Alternative Capital
7140
Monarch Alternative Capital
New York
$73.2M -$36.3M -33% 15.8% 497% 3 33.33% 2.5
Varde Management
7141
Varde Management
Minnesota
$72.6M -$93.6M -56% 13.1% 149% 4 25% 2.8
FTB
7142
First Trust Bank
Bahamas
$72.4M +$53.7M +287% 7.33% 64.2% 25 92% 0
York GP
7143
York GP
Cayman Islands
$72.3M -$11.5M -14% 12.2% – 3 0% 0.8
Groesbeck Investment Management
7144
Groesbeck Investment Management
New Jersey
$72.3M +$6.26M +9% 15.5% 147% 85 14.12% 5.1
Firsthand Capital Management
7145
Firsthand Capital Management
California
$72.1M +$2.77M +4% 16% 265% 58 29.31% 3.2
University of Chicago
7146
University of Chicago
Illinois
$72M -$79.8M -53% 4.98% 62.3% 9 44.44% 2.4
TM
7147
Titan Managers
Arizona
$71.8M -$2.45M -3% 0.25% 2.57% 5 0% 2.3
Credit Capital Investments
7148
Credit Capital Investments
New Jersey
$71.8M -$3.68M -5% 10.3% 500% 65 61.54% 1.3
DC
7149
Dryden Capital
Florida
$71.7M +$11.4M +19% 2.17% – 33 15.15% 1.1
VM
7150
Valinor Management
New York
$71.5M -$19.4M -21% 6.84% 12.8% 1 0% 6.3