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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)
Pathway Capital Management
7701
Pathway Capital Management
California
$91.3M +$74M +426% 34.7% 629% 12 75% 0.2
Clarion Wealth Managment Partners
7702
Clarion Wealth Managment Partners
Virginia
$91.3M – – 9.36% – 81 – 0
Harbourvest Partners
7703
Harbourvest Partners
Massachusetts
$91.3M -$62.5M -41% 39.1% 8.96% 18 27.78% 3
AM
7704
Account Management
Massachusetts
$91.1M +$246K +0.3% 2.87% 87.4% 25 4% 4.5
Lattice Capital Management
7705
Lattice Capital Management
Washington
$90.8M -$6.42M -7% 31% 187% 25 24% 1.6
Kore Advisors
7706
Kore Advisors
Florida
$90.7M -$24.9M -22% 7.25% – 19 47.37% 0.6
Sapphire Ventures
7707
Sapphire Ventures
Texas
$90.5M -$14.6M -14% 10.9% 27.9% 6 16.67% 3.1
WEO
7708
William E. Oberndorf
$90.5M +$12.6M +16% 19.5% 36.2% 10 40% 1.6
V.M. Manning & Co
7709
V.M. Manning & Co
South Carolina
$90.5M – – 28.1% – 47 – 0
Drum Hill Capital
7710
Drum Hill Capital
Connecticut
$90.5M +$4M +5% 6.33% – 51 13.73% 0.4
Orchard Capital Management
7711
Orchard Capital Management
Illinois
$90.4M -$55.8M -38% 12.7% 140% 43 16.28% 2.8
Aldebaran Financial
7712
Aldebaran Financial
$90.4M +$8.53M +10% 9.35% 89.7% 73 4.11% 5.8
GBA
7713
Garrison Bradford & Associates
New York
$90.3M -$595K -0.7% 6.85% 63.5% 61 6.56% 3.8
Red Mountain Financial
7714
Red Mountain Financial
Colorado
$90.1M +$8.03M +10% 6.29% – 71 11.27% 1.2
Graham Capital Wealth Management
7715
Graham Capital Wealth Management
District of Columbia
$90M -$3.45M -4% 0.86% 45.3% 75 16% 1.1
Ecofi Investissements
7716
Ecofi Investissements
France
$90M -$67.3M -43% 13.5% – 43 51.16% 0.9
PIA
7717
Prakash Investment Advisors
Massachusetts
$89.6M -$747K -0.8% 28% – 53 0% 0.5
Forefront Analytics
7718
Forefront Analytics
Pennsylvania
$89.5M +$2.59M +3% 8.32% 50.9% 52 30.77% 4
University of Wisconsin Foundation
7719
University of Wisconsin Foundation
Wisconsin
$89.4M -$28.5M -24% 15.3% 142% 8 37.5% 1.7
Crescent Sterling
7720
Crescent Sterling
Louisiana
$89.4M -$8.15M -8% 3.49% 68.6% 80 16.25% 2
Hutchinson Financial Advisors
7721
Hutchinson Financial Advisors
Virginia
$89.3M – – 10.5% – 58 – 0
Summerhill Capital Management
7722
Summerhill Capital Management
Ontario, Canada
$89.1M +$14.5M +20% 26.3% – 23 26.09% 1
Objective Capital Management
7723
Objective Capital Management
Ohio
$89M +$10.6M +14% 10.3% – 90 21.11% 2.2
B. Riley Financial
7724
B. Riley Financial
California
$89M +$9.41M +12% 16.7% 682% 46 65.22% 0.6
Valued Retirements
7725
Valued Retirements
Texas
$88.6M +$12.5M +16% 10.1% – 96 21.88% 1