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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)
Summit Rock Advisors
8501
Summit Rock Advisors
New York
$76.1M +$60.2M +377% 13.1% – 3 66.67% 0.1
WPA
8502
Winning Points Advisors
Florida
$75.9M -$24M -24% 10.2% – 46 17.39% 5
Hestia Capital Management
8503
Hestia Capital Management
Pennsylvania
$75.5M -$37.4M -33% 54.3% – 18 55.56% 0.9
Regents Gate Capital
8504
Regents Gate Capital
United Kingdom
$75.1M -$394M -84% 11.6% – 53 62.26% 0.3
Viola Growth Management Fund 2
8505
Viola Growth Management Fund 2
$74.9M – – 2.85% – 3 – 0
Stronghold Wealth Management
8506
Stronghold Wealth Management
Florida
$74.7M +$8.54M +13% 13.6% – 141 22.7% 0.4
ION Crossover Partners
8507
ION Crossover Partners
Israel
$74.7M +$37.8M +102% 51.7% – 4 25% 3.5
Mosaic Advisors
8508
Mosaic Advisors
Texas
$74.5M +$7.69M +12% 12.3% 50.9% 51 49.02% 0.6
Axon Capital
8509
Axon Capital
New York
$73.7M +$4.35M +6% 20.4% – 16 37.5% 0.7
TCG Capital Management
8510
TCG Capital Management
California
$73.6M +$34.2M +87% 86.7% 45.7% 1 0% 3.5
IDG China Capital Fund GP III Associates
8511
IDG China Capital Fund GP III Associates
China
$73.5M -$39.7M -35% 34.3% – 2 0% 0.5
Kepos Capital
8512
Kepos Capital
New York
$73.4M +$12.1M +20% 1.36% 21.1% 215 45.12% 0.5
Mowery & Schoenfeld Wealth Management
8513
Mowery & Schoenfeld Wealth Management
Illinois
$73.4M +$7.93M +12% 17.6% – 387 15.5% 1.6
Sullivan Wood Capital Management
8514
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% – 23 8.7% 0.8
Empower Harvest Management Services
8515
Empower Harvest Management Services
Cayman Islands
$72.8M -$1.61M -2% 2.17% – 1 0% 1.5
IFS Group
8516
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% – 148 43.92% 0.7
FCI
8517
Financial Counselors Inc
Kansas
$72.7M +$1.8M +3% 15.1% 84.8% 15 33.33% 8.9
JAWA
8518
John A. Wolfe & Associates
Michigan
$72.6M +$7.48M +11% 7.66% – 42 0% 0.4
Navigation Wealth Management
8519
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 9.65% 33 3.03% 1
Norwood Investment Partners
8520
Norwood Investment Partners
California
$72.4M +$7.45M +11% 14.2% 25.2% 17 29.41% 1.6
Myriad Asset Management US
8521
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% – 67 53.73% 0.4
KDT Advisors
8522
KDT Advisors
New York
$72.3M +$9.49M +15% 13.1% – 75 10.67% 1.2
HCVG
8523
H Capital V GP
Cayman Islands
$71.9M -$2.18M -3% 2.94% – 1 0% 4.5
NI
8524
NCP Inc
California
$71.9M +$11.8M +20% 29.3% – 89 29.21% 1.1
Axim Planning & Wealth
8525
Axim Planning & Wealth
Ohio
$71.5M -$10.9M -13% 0.22% 3.66% 100 24% 1