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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)
BWM
7301
Blossom Wealth Management
California
$37.1M +$5.86M +19% 10.5% 89.7% 66 16.67% 1.5
Certares Management
7302
Certares Management
New York
$36.9M +$8.48M +30% 29.9% 26.4% 1 0% 2
Marlowe Partners
7303
Marlowe Partners
New York
$36.8M +$4.21M +13% 19.5% 16.3% 8 25% 2.3
Trustees of The University of Pennsylvania
7304
Trustees of The University of Pennsylvania
Pennsylvania
$36.4M +$1.49M +4% 12.4% – 3 0% 1
Future Fund LLC
7305
Future Fund LLC
Illinois
$36.3M +$271K +0.8% 2.07% 93.1% 33 24.24% 1
WFO
7306
Wealthgate Family Office
Colorado
$36.1M +$3.94M +12% 11.5% 28.7% 20 10% 2.1
PMC FIG Opportunities
7307
PMC FIG Opportunities
Israel
$36M +$8.22M +30% 23.9% 210% 36 63.89% 0.4
nVerses Capital
7308
nVerses Capital
Florida
$36M – – 0% – 283 – 0
Davide Leone & Partners Investment Company
7309
Davide Leone & Partners Investment Company
United Kingdom
$36M -$163M -82% 5.15% 64.1% 6 50% 3.1
EnCap Flatrock Midstream Fund III
7310
EnCap Flatrock Midstream Fund III
Texas
$35.6M -$36.8M -51% 1.64% – 1 0% 0.5
1C
7311
1060 Capital
Colorado
$35.5M -$18.4M -34% 7.61% 301% 17 94.12% 0
HoldCo Asset Management
7312
HoldCo Asset Management
Florida
$35.5M -$269K -0.8% 27.2% – 22 9.09% 2.6
T
7313
TCWP
Ohio
$35.4M -$95.9M -73% 12.2% – 107 53.27% 1.7
Members Capital Advisors Inc
7314
Members Capital Advisors Inc
Wisconsin
$34.7M -$45.8M -57% 1.41% – 63 57.14% 3.3
SR
7315
Summer Road
Florida
$34.2M +$14.9M +78% 42% 130% 1 0% 5.8
Fiduciary Counselling
7316
Fiduciary Counselling
Minnesota
$34M +$2.51M +8% 9% 26.5% 9 0% 5.6
Windsor Advisory Group
7317
Windsor Advisory Group
Ohio
$33.6M -$8.44M -20% 7.48% 48.2% 71 39.44% 0.7
JC
7318
JCSD Capital
California
$33.4M -$15.8M -32% 22.1% – 32 28.13% 1.6
SP
7319
Systematic Portfolios
New York
$33M – – 6.99% – 121 – 0
DUMAC Inc
7320
DUMAC Inc
North Carolina
$32.4M -$4.86M -13% 11.1% – 19 26.32% 2
Arctis Global
7321
Arctis Global
Puerto Rico
$32.1M -$153M -83% 18.1% 69.5% 13 92.31% 2.8
Essex Private Wealth Management
7322
Essex Private Wealth Management
Massachusetts
$32M +$2.78M +9% 9.58% 29.3% 30 13.33% 2.8
M Financial Asset Management
7323
M Financial Asset Management
Oregon
$31.7M +$2.05M +7% 7.91% 7.58% 9 0% 4.4
Merlin Capital
7324
Merlin Capital
Rhode Island
$31.2M +$4.45M +17% 16.7% – 57 5.26% 1.5
Solutions 4 Wealth
7325
Solutions 4 Wealth
Texas
$30.6M – – 10.6% – 36 – 0