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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)
GMP
7751
Great Mountain Partners
Connecticut
$84.9M -$128M -60% 60% 95.3% 1 0% 20
OWM
7752
Omnitrust Wealth Management
Florida
$84.8M – – 11.5% – 68 – 0
SIM
7753
SWP Investment Management
Ohio
$84.5M +$4.43M +6% 14.3% – 52 21.15% 1
SCM
7754
Superstring Capital Management
New York
$84.5M +$408K +0.5% 14.9% – 48 54.17% 1.8
EVP
7755
Evergreen Venture Partners
Israel
$84.4M +$16.4M +24% 24.1% 88.4% 1 0% 14
KLCMU
7756
Kite Lake Capital Management (UK)
United Kingdom
$84.3M +$7.89M +10% 25.8% 337% 11 54.55% 1.4
BW
7757
BXM Wealth
Colorado
$84.2M +$922K +1% 15.8% – 121 25.62% 1.6
CFG
7758
Clayton Financial Group
Missouri
$84.1M -$189M -69% 9.39% – 119 75.63% 5.4
RC
7759
Rangeley Capital
Connecticut
$83.8M -$9.56M -10% 20.6% – 117 71.79% 0.7
BDPWM
7760
Barnes Dennig Private Wealth Management
Ohio
$83.5M +$17.4M +26% 7.54% – 324 38.27% 0.7
RTC
7761
Real Talk Capital
Tennessee
$83.4M +$9.15M +12% 9.65% – 86 11.63% 1.8
BAM
7762
BTS Asset Management
Massachusetts
$83M -$5.52M -6% 1.4% 8.8% 52 67.31% 1.8
OE
7763
October Effect
Virginia
$82.9M – – 32.7% – 52 – 0
FLC
7764
Fifth Lane Capital
Texas
$82.6M +$59.6M +259% 10.4% 80.4% 84 79.76% 0.6
PBM
7765
Propel Bio Management
California
$82.4M -$3.68M -4% 11.8% – 20 30% 4
FNWA
7766
Financial Network Wealth Advisors
Utah
$82.2M +$6.09M +8% 6.37% – 850 12% 2.7
VVM
7767
Versant Venture Management
California
$82.1M +$21.9M +36% 11.4% 409% 8 12.5% 8.8
LSA
7768
Liberty Street Advisors
New York
$82.1M – – 65.5% – 3 – 0
SPW
7769
Sonoma Private Wealth
California
$81.6M +$9.45M +13% 12.7% 85.7% 76 11.84% 6.9
RCP
7770
RPM Capital Partners
New York
$81.3M -$2.52M -3% 3% – 1 0% 6
EWM
7771
Evolution Wealth Management
Florida
$81.2M – – 9.15% – 579 – 0
FCMV
7772
Foresite Capital Management V
California
$80.7M -$6.89M -8% 3.72% 401% 6 0% 7.8
MAFA
7773
MJT & Associates Financial Advisory
Minnesota
$80.6M -$23.5M -23% 6.39% – 498 9.24% 1
RTC
7774
Riverview Trust Company
Washington
$80.3M -$21M -21% 7.73% 87.6% 603 64.34% 10.8
UFM
7775
Ursa Fund Management
California
$80.2M +$41.2M +106% 12.2% 93.5% 46 86.96% 0.6