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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)
Terra Nova Asset Management
7201
Terra Nova Asset Management
New York
$163M +$28.2M +21% 23.6% 172% 98 20.41% 3.2
Rexford Capital
7202
Rexford Capital
Texas
$163M +$23.1M +16% 24.1% – 330 13.03% 0.9
Yorktown Management & Research Company
7203
Yorktown Management & Research Company
Virginia
$163M +$43.7M +37% 35.3% 211% 296 43.58% 1.3
KFO
7204
Kopp Family Office
Minnesota
$163M +$17.8M +12% 11.2% 47.9% 30 33.33% 2.2
Atlantic Private Wealth
7205
Atlantic Private Wealth
North Carolina
$163M +$10.2M +7% 12.4% 55.7% 329 12.77% 1.5
Nabity-Jensen Investment Management
7206
Nabity-Jensen Investment Management
Nebraska
$163M +$19M +13% 15.6% 85.3% 73 8.22% 2.1
GIA
7207
Gem Investment Advisors
New Jersey
$163M +$61.4M +60% 84.4% – 37 8.11% 0.4
MCS
7208
Mercuria Capital Strategies
Texas
$163M -$98.6M -38% 112% – 35 45.71% 0.3
Generation Capital Management
7209
Generation Capital Management
New York
$163M +$26.1M +19% 30.1% – 93 31.18% 1
SLT Holdings
7210
SLT Holdings
Arizona
$163M +$15M +10% 31.7% – 175 36.57% 0.8
Arrington Capital Management
7211
Arrington Capital Management
Florida
$163M +$65.6M +68% 5.74% – 52 48.08% 0.3
Gimbal Financial
7212
Gimbal Financial
Indiana
$163M – – 16.2% – 55 – 1.5
Versant Venture Management
7213
Versant Venture Management
California
$163M +$21.2M +15% 30.4% 409% 8 0% 2.2
Trium Capital
7214
Trium Capital
United Kingdom
$163M +$20.6M +14% 3.48% 215% 80 55% 0.7
Krane Financial Solutions
7215
Krane Financial Solutions
California
$162M +$15.3M +10% 11.7% – 56 16.07% 0.2
Value Base
7216
Value Base
Israel
$162M +$35.5M +28% 36.6% – 7 14.29% 1.5
Reicon Wealth Advisors
7217
Reicon Wealth Advisors
Georgia
$162M +$30.5M +23% 11.9% – 95 26.32% 0.3
Candelo Capital Management
7218
Candelo Capital Management
New York
$162M +$41.2M +34% 28.5% – 44 52.27% 0.4
Cornerstone Financial Group
7219
Cornerstone Financial Group
Nebraska
$162M +$6.43M +4% 9.13% – 76 5.26% 1.4
Cruiser Capital Advisors
7220
Cruiser Capital Advisors
Connecticut
$162M -$95.1M -37% 22.7% 192% 58 22.41% 2.3
Exome Asset Management
7221
Exome Asset Management
New York
$162M -$31.2M -16% 28.5% – 71 47.89% 0.7
Sageworth Trust Company of South Dakota
7222
Sageworth Trust Company of South Dakota
South Dakota
$162M +$35.8M +28% 12.5% 75.6% 64 17.19% 2.6
Macroview Investment Management
7223
Macroview Investment Management
Maryland
$162M +$18M +12% 11.3% 76.6% 114 20.18% 4.5
TF
7224
TME Financial
California
$162M +$17.6M +12% 9.47% – 73 15.07% 1.2
Tiptree Advisors
7225
Tiptree Advisors
New York
$162M -$10.5M -6% 38.8% – 29 41.38% 0.5