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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)
OFC Financial Planning
7676
OFC Financial Planning
New Jersey
$94.2M +$5.81M +7% 6.77% – 57 8.77% 0.5
Evolutionary Tree Capital Management
7677
Evolutionary Tree Capital Management
Virginia
$94.2M +$8.11M +9% 25.4% 139% 29 10.34% 2
Conrad N. Hilton Foundation
7678
Conrad N. Hilton Foundation
California
$94.1M -$48.7M -34% 10.2% – 4 75% 0.3
North Forty Two & Co
7679
North Forty Two & Co
Oregon
$94.1M +$3.78M +4% 4.07% – 100 8% 0.5
EnCap Energy Capital Fund VIII
7680
EnCap Energy Capital Fund VIII
Texas
$93.9M -$697K -0.7% 0.73% 6.16% 2 0% 2.4
Ball & Co Wealth Management
7681
Ball & Co Wealth Management
Tennessee
$93.9M +$552K +0.6% 5.46% – 77 14.29% 0.4
OneAscent Investment Solutions
7682
OneAscent Investment Solutions
Alabama
$93.7M +$9.45M +11% 7.07% – 143 25.17% 0.2
Expect Equity LLC
7683
Expect Equity LLC
Maryland
$93.7M +$4.81M +5% 12% – 49 8.16% 0.5
KDK Private Wealth Management
7684
KDK Private Wealth Management
Texas
$93.6M +$5.87M +7% 5.42% – 57 8.77% 0.5
General Motors Holdings
7685
General Motors Holdings
Michigan
$93.4M $0 0% 2.64% 4.78% 5 0% 2.4
Inkwell Capital
7686
Inkwell Capital
Florida
$93.4M +$1.83M +2% 5.19% – 30 3.33% 0.5
City Center Advisors LLC
7687
City Center Advisors LLC
Michigan
$93.3M +$7.67M +9% 10.3% – 202 44.06% 0.7
Unified Investment Management
7688
Unified Investment Management
Georgia
$93.3M +$8.66M +10% 7.43% – 126 7.94% 0.4
MGM
7689
Miura Global Management
New York
$93.1M +$25.6M +38% 35.9% 375% 29 55.17% 1.1
Ramiah Investment Group
7690
Ramiah Investment Group
Wisconsin
$92.9M -$11.5M -11% 6.16% 62.2% 67 38.81% 2.4
CCA
7691
Covey Capital Advisors
Georgia
$92.9M +$6.11M +7% 5.93% 118% 42 9.52% 3.9
Board of the Pension Protection Fund
7692
Board of the Pension Protection Fund
United Kingdom
$92.5M +$4.86M +6% 8.24% – 203 81.77% 0.2
Sageworth Trust Company of South Dakota
7693
Sageworth Trust Company of South Dakota
South Dakota
$92.3M +$9.09M +11% 9.57% 71.3% 52 7.69% 2.5
Moneda SA Administradora General de Fondos
7694
Moneda SA Administradora General de Fondos
Chile
$92.3M -$916K -1% 12.4% 34.5% 29 24.14% 3.4
Cypress Capital Management (Wyoming)
7695
Cypress Capital Management (Wyoming)
Wyoming
$92.1M +$8.43M +10% 7.62% 161% 184 17.39% 4.1
Vennlight Capital Management
7696
Vennlight Capital Management
Connecticut
$92.1M +$44.9M +95% 32.4% – 20 85% 0.1
AJU IB Investment Company
7697
AJU IB Investment Company
South Korea
$91.9M +$7.84M +9% 13.6% – 8 0% 3.6
H&F Corporate Investors IX
7698
H&F Corporate Investors IX
California
$91.9M +$1.19M +1% 1.32% 62.7% 1 0% 2.5
WF
7699
Williams Financial
Vermont
$91.7M -$51.4M -36% 0.98% 33.1% 17 52.94% 1
Wasserstein Debt Opportunities Management
7700
Wasserstein Debt Opportunities Management
New York
$91.6M +$20.2M +28% 24.3% – 1 0% 1.5