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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 Time
Held (Qtrs)
EECFV
7676
EnCap Energy Capital Fund VIII
Texas
$93.9M -$697K -0.7% 0.73% 6.16% 2 0% 9.5
BCWM
7677
Ball & Co Wealth Management
Tennessee
$93.9M +$552K +0.6% 5.46% – 77 14.29% 1.8
OIS
7678
OneAscent Investment Solutions
Alabama
$93.7M +$9.45M +11% 7.07% – 143 25.17% 0.8
EEL
7679
Expect Equity LLC
Maryland
$93.7M +$4.81M +5% 12% – 49 8.16% 1.8
KPWM
7680
KDK Private Wealth Management
Texas
$93.6M +$5.87M +7% 5.42% – 57 8.77% 1.8
GMH
7681
General Motors Holdings
Michigan
$93.4M $0 0% 2.64% 4.78% 5 0% 9.4
IC
7682
Inkwell Capital
Florida
$93.4M +$1.83M +2% 5.19% – 30 3.33% 2
CCAL
7683
City Center Advisors LLC
Michigan
$93.3M +$7.67M +9% 10.3% – 202 44.06% 2.6
UIM
7684
Unified Investment Management
Georgia
$93.3M +$8.66M +10% 7.43% – 126 7.94% 1.8
MGM
7685
Miura Global Management
New York
$93.1M +$25.6M +38% 35.9% 375% 29 55.17% 4.5
RIG
7686
Ramiah Investment Group
Wisconsin
$92.9M -$11.5M -11% 6.16% 55.3% 67 38.81% 9.6
CCA
7687
Covey Capital Advisors
Georgia
$92.9M +$6.11M +7% 5.93% 118% 42 9.52% 15.5
BOTPPF
7688
Board of the Pension Protection Fund
United Kingdom
$92.5M +$4.86M +6% 8.24% – 203 81.77% 0.6
STCOSD
7689
Sageworth Trust Company of South Dakota
South Dakota
$92.3M +$9.09M +11% 9.57% 71.3% 52 7.69% 10.1
MSAGDF
7690
Moneda SA Administradora General de Fondos
Chile
$92.3M -$916K -1% 12.4% 34.5% 29 24.14% 13.5
CCMW
7691
Cypress Capital Management (Wyoming)
Wyoming
$92.1M +$8.43M +10% 7.62% 161% 184 17.39% 16.4
VCM
7692
Vennlight Capital Management
Connecticut
$92.1M +$44.9M +95% 32.4% – 20 85% 0.3
AIIC
7693
AJU IB Investment Company
South Korea
$91.9M +$7.84M +9% 13.6% – 8 0% 14.4
HFCII
7694
H&F Corporate Investors IX
California
$91.9M +$1.19M +1% 1.32% 62.7% 1 0% 10
WF
7695
Williams Financial
Vermont
$91.7M -$51.4M -36% 0.98% 28.5% 17 52.94% 3.9
WDOM
7696
Wasserstein Debt Opportunities Management
New York
$91.6M +$20.2M +28% 24.3% – 1 0% 6
PCM
7697
Pathway Capital Management
California
$91.3M +$74M +426% 34.7% 629% 12 75% 0.6
CWMP
7698
Clarion Wealth Managment Partners
Virginia
$91.3M – – 9.36% – 81 – 0
HP
7699
Harbourvest Partners
Massachusetts
$91.3M -$62.5M -41% 39.1% 8.96% 18 27.78% 12.1
AM
7700
Account Management
Massachusetts
$91.1M +$246K +0.3% 2.87% 87.4% 25 4% 18