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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)
ThornTree Capital Partners
1951
ThornTree Capital Partners
Massachusetts
$801M +$95.8M +14% 28.9% 217% 32 37.5% 1
Mirabella Financial Services
1952
Mirabella Financial Services
United Kingdom
$801M +$71.8M +10% 29.4% 86.2% 540 79.26% 0.2
Ironvine Capital Partners
1953
Ironvine Capital Partners
Nebraska
$801M +$2.52M +0.3% 12% 58.8% 70 14.29% 2.4
InterWest Venture Management
1954
InterWest Venture Management
California
$801M +$454M +131% 60.5% 57.6% 13 7.69% 2.8
Global Retirement Partners
1955
Global Retirement Partners
California
$798M +$115M +17% 13.3% – 1,855 14.61% 2.4
Oracle Investment Management
1956
Oracle Investment Management
Connecticut
$798M +$39.2M +5% 23.7% 865% 24 25% 3.5
Kayak Investment Partners
1957
Kayak Investment Partners
California
$798M +$65.7M +9% 14.8% 27% 35 31.43% 0.9
CWM
1958
Cornerstone Wealth Management
Missouri
$797M +$122M +18% 11.5% 77.5% 440 15.68% 2.4
Wildcat Capital Management
1959
Wildcat Capital Management
New York
$796M +$483M +154% 39.3% 77.7% 31 38.71% 1.2
Baldwin Wealth Partners
1960
Baldwin Wealth Partners
Massachusetts
$795M +$64.2M +9% 11.8% 94.5% 579 9.84% 3.5
Horan Capital Management
1961
Horan Capital Management
Maryland
$794M +$115M +17% 13.3% 69.2% 37 10.81% 2.7
Zions Bancorporation
1962
Zions Bancorporation
Utah
$794M +$89.8M +13% 13.6% 22.9% 1,069 11.88% 1.9
Granger Management
1963
Granger Management
New York
$794M – – 13.3% 69.9% 39 – 0
SCP
1964
Syntal Capital Partners
Texas
$793M +$571M +257% 95% 102% 137 40.15% 1.7
Summit Trail Advisors
1965
Summit Trail Advisors
New York
$793M +$276M +53% 17.1% 74.8% 259 46.33% 0.7
Endurance Wealth Management
1966
Endurance Wealth Management
Rhode Island
$792M +$112M +17% 15.8% 59% 658 5.62% 3.8
Fidelity National Financial
1967
Fidelity National Financial
Florida
$791M +$104M +15% 16.3% 21.4% 32 6.25% 2.8
Eagle Ridge Investment Management
1968
Eagle Ridge Investment Management
Connecticut
$791M +$76M +11% 13.1% 28.2% 150 14.67% 3.8
III Capital Management
1969
III Capital Management
Florida
$791M +$237M +43% 2.77% 28.7% 108 31.48% 0.3
Minneapolis Portfolio Management Group
1970
Minneapolis Portfolio Management Group
Minnesota
$791M +$133M +20% 23.2% 138% 31 6.45% 3.1
Penn Capital Management
1971
Penn Capital Management
Pennsylvania
$791M -$605K -0.1% 39.2% 170% 229 33.19% 1.6
Scopia Capital Management
1972
Scopia Capital Management
New York
$791M -$55.8M -7% 51.6% 58.7% 22 50% 1.4
PCR
1973
Potrero Capital Research
California
$790M +$484M +158% 25.2% 226% 85 50.59% 0.6
Condor Capital Management
1974
Condor Capital Management
New Jersey
$790M +$103M +15% 12.8% 64.8% 198 13.13% 4.1
Koshinski Asset Management
1975
Koshinski Asset Management
Illinois
$789M +$45M +6% 13.3% 82.9% 591 22% 1.4