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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)
Sageworth Trust Company of South Dakota
7151
Sageworth Trust Company of South Dakota
South Dakota
$68.1M +$3.34M +5% 1.36% 71.3% 50 14% 2.2
Park Avenue Institutional Advisers
7152
Park Avenue Institutional Advisers
New York
$67.2M +$21.9M +48% 0.59% – 6 33.33% 0.8
CI
7153
CPMG Inc
Texas
$66.9M -$209M -76% 17.5% 878% 3 0% 2.4
Hanseatic Management Services
7154
Hanseatic Management Services
New Mexico
$66.6M +$618K +0.9% 8.66% – 141 39.01% 0.7
Cowen Investment Management
7155
Cowen Investment Management
New York
$66.3M -$14.9M -18% 3.98% 1.87% 9 44.44% 2.8
PMC FIG Opportunities
7156
PMC FIG Opportunities
Israel
$66.2M -$444K -0.7% 0.37% 210% 44 56.82% 0.5
UP Strategic Wealth Investment Advisors
7157
UP Strategic Wealth Investment Advisors
Pennsylvania
$66M +$4.9M +8% 4.42% – 64 12.5% 0.5
DCVC Opportunity Fund II
7158
DCVC Opportunity Fund II
California
$65.9M -$5.52M -8% 3.11% – 3 0% 2.3
Valliance Asset Management
7159
Valliance Asset Management
Hong Kong
$65.9M +$24.9M +61% 8.54% 2,198% 19 78.95% 0.1
Valued Retirements
7160
Valued Retirements
Texas
$65.9M +$3.36M +5% 2.03% – 79 20.25% 0.4
JNE Partners
7161
JNE Partners
United Kingdom
$65.7M -$3.22M -5% 4.61% 100% 4 0% 2.3
DLDF
7162
Dan L. Duncan Foundation
Texas
$65.5M -$1.23M -2% 1.59% 11.8% 2 0% 3.5
Vista Finance
7163
Vista Finance
Missouri
$65.3M +$25.1M +63% 2.4% 47% 26 23.08% 1.2
Industry Ventures
7164
Industry Ventures
California
$64.9M +$3.73M +6% 12.4% 77.4% 10 50% 0.6
Touchstone Capital
7165
Touchstone Capital
Pennsylvania
$63.7M -$16M -20% 7.43% – 26 7.69% 2
TM
7166
Titan Managers
Arizona
$63.7M -$6.89M -10% 0% 2.57% 5 0% 2.8
Redmont Wealth Advisors
7167
Redmont Wealth Advisors
Illinois
$63.6M -$8.59M -12% 0.01% 46.1% 354 13.56% 0.5
Wiser Advisor Group
7168
Wiser Advisor Group
Arizona
$63.6M -$240K -0.4% 2.96% – 321 10.59% 0.5
PATRIZIA Pty Ltd
7169
PATRIZIA Pty Ltd
Australia
$63.5M +$9.8K +0% 1.82% – 12 0% 4
Pathway Capital Management
7170
Pathway Capital Management
California
$63.4M -$43.9M -41% 4.53% 629% 13 92.31% 0.1
State of New Jersey Common Pension Fund A
7171
State of New Jersey Common Pension Fund A
New Jersey
$63.1M – – 5.89% – 1 – 0
CCP
7172
Crocodile Capital Partners
Germany
$62.8M -$9.7M -13% 4.29% 126% 7 0% 1
Israel Discount Bank of New York
7173
Israel Discount Bank of New York
New York
$62.8M -$17.4M -22% 1.38% 40.8% 78 39.74% 5.8
Global Assets Advisory
7174
Global Assets Advisory
Florida
$62.8M -$103M -62% 6.2% 85.9% 557 89.77% 0.4
BV
7175
Boxwood Ventures
Illinois
$62.3M +$5.43M +10% 6.09% 88% 25 8% 1.9