We are live on ! Find out more

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)
ST
7201
SAL Trading
Pennsylvania
$62.6M -$8.76M -12% 9.22% 18.9% 35 62.86% 0.6
SFO
7202
Standard Family Office
South Dakota
$62.1M +$5.86M +10% 10.5% 67.6% 2 0% 1.3
Evoke Wealth
7203
Evoke Wealth
California
$61.7M -$2.78B -98% 9.62% 65.2% 385 78.96% 2.3
Industry Ventures
7204
Industry Ventures
California
$61.6M -$14.2M -19% 3.3% 77.4% 13 61.54% 0.4
WEO
7205
William E. Oberndorf
$61.4M +$6.7M +12% 18.4% 36.2% 11 27.27% 1.7
AFA
7206
Atlas Financial Advisors
California
$61.1M -$66.8M -52% 11.5% 5.34% 46 41.3% 0.8
PM
7207
Parametrica Management
Hong Kong
$60.9M +$1.5M +3% 18.2% 584% 37 40.54% 0.9
AC
7208
Anson Capital
Georgia
$60.6M +$7.96M +15% 9.28% 50.5% 67 31.34% 1.1
DA
7209
DSC Advisors
Illinois
$60.5M -$17.4M -22% 2.98% 3.18% 37 40.54% 2.4
Sonoma Private Wealth
7210
Sonoma Private Wealth
California
$60.4M +$5.57M +10% 10.7% 85.7% 91 32.97% 0.7
Wiser Advisor Group
7211
Wiser Advisor Group
Arizona
$60.1M – – 10.5% – 303 – 0
University of Wisconsin Foundation
7212
University of Wisconsin Foundation
Wisconsin
$60.1M -$27.2M -31% 15.2% 142% 5 0% 0.5
Virtus Family Office
7213
Virtus Family Office
Texas
$59.7M +$4.65M +8% 8.08% 48.4% 46 21.74% 0.8
Lubert-Adler Management Company
7214
Lubert-Adler Management Company
Pennsylvania
$59.7M +$418K +0.7% 1.74% 40.5% 3 0% 1.7
Jetstream Capital
7215
Jetstream Capital
Tennessee
$59.6M -$80.2M -57% 34.8% – 25 68% 0.3
Yost Capital Management
7216
Yost Capital Management
Texas
$59.6M -$33.3M -36% 4.11% 125% 16 25% 0.7
Stapp Wealth Management
7217
Stapp Wealth Management
Washington
$59.6M +$7.62M +15% 4.83% 54.4% 25 20% 0.8
Capitol Family Office
7218
Capitol Family Office
Oregon
$59.4M +$6.28M +12% 12.8% 72% 16 0% 1.1
PATRIZIA Pty Ltd
7219
PATRIZIA Pty Ltd
Australia
$58.9M -$45.8M -44% 11.8% – 16 37.5% 3.8
P&S Credit Management
7220
P&S Credit Management
New York
$58.9M -$32M -35% 7.15% – 24 45.83% 0.6
LR
7221
Library Research
Hong Kong
$58.1M -$11.1M -16% 42.9% 22.4% 4 25% 2.5
Valued Retirements
7222
Valued Retirements
Texas
$57.7M – – 8.47% – 68 – 0
Ursa Fund Management
7223
Ursa Fund Management
California
$57.6M +$37.2M +183% 10.4% 93.5% 49 69.39% 0.2
Hanseatic Management Services
7224
Hanseatic Management Services
New Mexico
$57.4M +$3.68M +7% 17.2% – 149 46.98% 0.6
Richmond Brothers
7225
Richmond Brothers
Michigan
$57.4M +$4.12M +8% 12.8% 77.2% 25 12% 1.6