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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)
Hoya Capital Real Estate
8801
Hoya Capital Real Estate
Connecticut
$6.19M +$175K +3% 0.11% 89.8% 10 10% 2.6
OFC
8802
Oakland Financial Corp
$6.04M +$172K +3% 8.33% – 10 0% 1
Belfer Management
8803
Belfer Management
New York
$5.7M -$1.49M -21% 1.05% 80.6% 19 26.32% 2.4
Phillip James Consulting
8804
Phillip James Consulting
Minnesota
$5.67M – – 3.16% – 95 – 0
Gramercy Funds Management
8805
Gramercy Funds Management
Connecticut
$5.52M +$1.78M +48% 16.2% 87.6% 1 0% 2.3
RJA
8806
Ross\Johnson & Associates
Minnesota
$5.38M +$68.1K +1% 0.92% – 359 41.23% 0.5
University of Maryland Foundation
8807
University of Maryland Foundation
Maryland
$5.32M +$38K +0.7% 0.74% 51.2% 2 0% 6
FM
8808
Factorial Management
Hong Kong
$4.84M -$204K -4% 2.96% – 3 0% 0.4
Berkshire Partners
8809
Berkshire Partners
Massachusetts
$4.75M -$2M -30% 29.6% 79% 1 0% 4
Amplify Investments
8810
Amplify Investments
Illinois
$4.32M +$389K +10% 2.04% – 27 3.7% 0.5
Marble Bar Asset Management LLP
8811
Marble Bar Asset Management LLP
$4.31M – – 12.7% – 12 – 0
Caxton Corporation
8812
Caxton Corporation
New Jersey
$4.28M -$18.6M -81% 22.2% 512% 14 35.71% 1.3
IA Venture Strategies Fund II
8813
IA Venture Strategies Fund II
New York
$4.08M -$3.01M -42% 42.3% 375% 2 0% 3.1
EWML
8814
Eiger Wealth Management, LLC
California
$3.77M – – 16.2% – 16 – 0
Eurizon Asset Management Slovakia
8815
Eurizon Asset Management Slovakia
$3.64M – – 0.28% – 5 – 0
WH
8816
Wolfswood Holdings
New York
$3.6M -$2.48M -41% 17.8% 41.6% 4 0% 2.6
Protective Life
8817
Protective Life
Alabama
$3.57M -$39.6K -1% 1.1% 38.4% 1 0% 7.3
Harbert Fund Advisors
8818
Harbert Fund Advisors
Alabama
$3.49M -$11.8M -77% 6.21% 70.8% 12 83.33% 5.9
PayPay Securities
8819
PayPay Securities
Japan
$3.41M +$627K +23% 0.21% 96.8% 280 1.79% 2.3
Innovator Capital Management
8820
Innovator Capital Management
Illinois
$3.41M -$644K -16% 4.77% – 9 0% 1.1
1IC
8821
1922 Investment Company
Texas
$3.34M +$306K +10% 3.71% – 4 25% 0.9
Price Financial Group Wealth Management
8822
Price Financial Group Wealth Management
Oregon
$3.16M – – 2.98% – 10 – 0
New York University
8823
New York University
New York
$3.05M – – 2.45% – 1 – 0
Kiker Wealth Management
8824
Kiker Wealth Management
Georgia
$3.01M -$195M -98% 3.17% – 221 94.57% 1
VS
8825
VK Services
California
$2.89M -$401M -99% 51.6% 1,605% 3 33.33% 2.3