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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)
JAWA
8526
John A. Wolfe & Associates
Michigan
$72.6M +$7.48M +11% 7.66% – 42 0% 0.4
Navigation Wealth Management
8527
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 46.5% 33 3.03% 1
Norwood Investment Partners
8528
Norwood Investment Partners
California
$72.4M +$7.45M +11% 14.2% 25.2% 17 29.41% 1.6
Myriad Asset Management US
8529
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% – 67 53.73% 0.4
KDT Advisors
8530
KDT Advisors
New York
$72.3M +$9.49M +15% 13.1% – 75 10.67% 1.2
HCVG
8531
H Capital V GP
Cayman Islands
$71.9M -$2.18M -3% 2.94% – 1 0% 4.5
NI
8532
NCP Inc
California
$71.9M +$11.8M +20% 29.3% – 89 29.21% 1.1
Axim Planning & Wealth
8533
Axim Planning & Wealth
Ohio
$71.5M -$10.9M -13% 0.22% 32.3% 100 24% 1
13D Management
8534
13D Management
New York
$71.3M +$6.84M +11% 43.6% 157% 14 28.57% 2.4
University of Pittsburgh
8535
University of Pittsburgh
Pennsylvania
$71.3M -$63.6M -47% 19.4% 69.2% 2 50% 1.8
Harrison Street Private Wealth
8536
Harrison Street Private Wealth
Colorado
$71M -$4.55M -6% 2.25% – 22 9.09% 0.2
BWM
8537
Blossom Wealth Management
California
$71M +$3.56M +5% 8.6% 104% 75 5.33% 3.1
1C
8538
1060 Capital
Colorado
$70.9M -$11.4M -14% 8.37% 301% 20 90% 0.1
QP Wealth Management
8539
QP Wealth Management
New Jersey
$70.1M +$11.7M +20% 36.1% – 86 41.86% 2.2
Flaharty Asset Management
8540
Flaharty Asset Management
Florida
$69.9M -$736M -91% 7.49% 37.8% 138 65.94% 3.7
Benefit Street Partners
8541
Benefit Street Partners
New York
$69.6M -$16.7M -19% 0.66% – 22 18.18% 0.3
Spectrum Asset Management (Connecticut)
8542
Spectrum Asset Management (Connecticut)
Connecticut
$69.6M +$19.6M +39% 0.03% 2.88% 4 0% 4.6
AIS
8543
Altium Investment Strategies
Florida
$69.4M +$35.4M +104% 1.28% – 20 35% 0.2
CAS
8544
CTC Alternative Strategies
Illinois
$69.3M +$25.3M +57% 21.5% 111% 172 95.93% 0
Ivy Lane Capital Management
8545
Ivy Lane Capital Management
Florida
$69M +$2.89M +4% 11.3% 101% 19 68.42% 1.2
JC
8546
JCSD Capital
California
$68.6M -$25.9M -27% 10.8% – 31 45.16% 1.4
Altar Rock
8547
Altar Rock
New York
$68.4M -$16.7M -20% 20.1% – 165 66.06% 0.3
Varde Management
8548
Varde Management
Minnesota
$68.4M +$19.1M +39% 21.3% 149% 5 20% 0.3
Children's Medical Center
8549
Children's Medical Center
Massachusetts
$68.2M -$11.5M -14% 14.4% – 1 0% 0.5
Courage Capital Management
8550
Courage Capital Management
Tennessee
$67.3M -$3.31M -5% 8.3% 86.5% 16 12.5% 2.8