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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)
Foresite Capital Management V
7776
Foresite Capital Management V
California
$80.7M -$6.89M -8% 3.72% 401% 6 0% 2
MJT & Associates Financial Advisory
7777
MJT & Associates Financial Advisory
Minnesota
$80.6M -$23.5M -23% 6.39% – 498 9.24% 0.2
Riverview Trust Company
7778
Riverview Trust Company
Washington
$80.3M -$21M -21% 7.73% 87.6% 603 64.34% 2.7
Ursa Fund Management
7779
Ursa Fund Management
California
$80.2M +$41.2M +106% 12.2% 93.5% 46 86.96% 0.1
Elser Financial Planning
7780
Elser Financial Planning
Indiana
$80.2M +$7.93M +11% 4.11% – 69 5.8% 0.9
Teachers Insurance & Annuity Association of America
7781
Teachers Insurance & Annuity Association of America
New York
$80.1M +$5.13M +7% 6.84% – 79 20.25% 0.7
BG Investment Services
7782
BG Investment Services
Guam
$80M -$12.8M -14% 10.2% – 42 19.05% 1.1
Indus Capital Partners
7783
Indus Capital Partners
New York
$79.9M -$26M -25% 9.78% 117% 6 50% 2.4
Quaero Capital
7784
Quaero Capital
Switzerland
$79.8M +$9.6M +14% 9.8% 62.4% 71 23.94% 0.9
TTA
7785
Thor Trading Advisors
Pennsylvania
$79.8M -$168M -68% 7.96% – 16 81.25% 0.1
Fortress Financial Solutions
7786
Fortress Financial Solutions
Arizona
$79.7M +$10.6M +15% 10.4% – 64 12.5% 0.4
Irth Capital Management
7787
Irth Capital Management
New York
$79.7M +$12.8M +19% 19.1% – 1 0% 0.5
Clear Investment Research
7788
Clear Investment Research
Georgia
$79.3M +$4.41M +6% 5.16% 48.5% 231 2.6% 4.3
Mallini Complete Financial Planning
7789
Mallini Complete Financial Planning
Florida
$79.1M -$25.6M -24% 3.6% – 62 4.84% 0.5
Corre Partners Management
7790
Corre Partners Management
New York
$78.9M -$9.38M -11% 3.01% 109% 4 0% 2.4
Siemens Pension Trust
7791
Siemens Pension Trust
Germany
$78.9M +$21.9M +38% 38.4% 25.4% 1 0% 2.5
LL
7792
LMDAGG LLC
California
$78.8M +$49.2M +166% 209% – 2 50% 1.4
Miller Financial Services
7793
Miller Financial Services
Michigan
$78.4M +$8.85M +13% 11.4% – 111 16.22% 0.4
CC
7794
CF Capital
Massachusetts
$78.4M -$19.9M -20% 0.31% – 44 18.18% 0.4
Virtus Family Office
7795
Virtus Family Office
Texas
$78.1M +$168K +0.2% 5.82% 48.4% 51 37.25% 1.4
FSR Wealth Management
7796
FSR Wealth Management
Illinois
$77.9M +$2.1M +3% 6.49% – 44 31.82% 0.4
Chan Zuckerberg Initiative
7797
Chan Zuckerberg Initiative
California
$77.7M -$40.7M -34% 7.67% 59% 2 0% 1.8
OWMIAS
7798
One Wealth Management Investment & Advisory Services
Florida
$77.6M +$17.2M +29% 18.5% – 49 6.12% 1.3
Tepp RIA
7799
Tepp RIA
New Jersey
$77.5M +$3.84M +5% 9.27% – 31 25.81% 0.4
LDR Capital Management
7800
LDR Capital Management
New York
$77.3M -$5.58M -7% 1.44% 28.4% 35 34.29% 1.5