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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)
Samsara BioCapital
2176
Samsara BioCapital
California
$810M +$268M +49% 14.4% 1,580% 51 15.69% 0.9
Coastline Trust
2177
Coastline Trust
Rhode Island
$808M +$32.3M +4% 6.28% 106% 324 1.85% 5.4
Lyell Wealth Management
2178
Lyell Wealth Management
California
$808M +$121M +18% 12.3% 128% 192 11.46% 2.1
Lisanti Capital Growth
2179
Lisanti Capital Growth
New York
$808M +$28.1M +4% 22.4% 1,490% 167 49.1% 0.5
E-L Financial Corp
2180
E-L Financial Corp
Ontario, Canada
$807M +$50M +7% 8.02% 68.6% 1 0% 4.5
Johns Hopkins University
2181
Johns Hopkins University
Maryland
$807M +$677M +521% 4.72% 30.6% 9 33.33% 0.2
Efficient Advisors
2182
Efficient Advisors
Ohio
$806M +$77.1M +11% 3.62% 30.6% 62 4.84% 5
Sapience Investments
2183
Sapience Investments
California
$805M +$8.3M +1% 6.2% 54.9% 95 12.63% 2.3
SPX Gestao de Recursos
2184
SPX Gestao de Recursos
Brazil
$805M +$216M +37% 11.8% 98.1% 124 84.68% 0.3
MG
2185
Magnolia Group
Nebraska
$804M +$35.7M +5% 6.39% 9.52% 13 53.85% 2
Bowie Capital Management
2186
Bowie Capital Management
Texas
$802M +$62.3M +8% 18.4% 31.6% 45 22.22% 2.2
TD Capital Management
2187
TD Capital Management
Tennessee
$802M +$46.8M +6% 4.81% 40.5% 360 11.11% 3.2
Vector Capital Management
2188
Vector Capital Management
California
$801M -$71.1M -8% 4.39% 42.7% 10 60% 0.4
BTR Capital Management
2189
BTR Capital Management
California
$801M +$114M +17% 6.53% 35% 189 21.16% 4.4
Foster Dykema Cabot & Co
2190
Foster Dykema Cabot & Co
Massachusetts
$801M +$61M +8% 6.76% 34% 96 4.17% 4.9
RVW Wealth
2191
RVW Wealth
California
$800M +$34M +4% 5.09% 65.8% 110 8.18% 1.3
AP
2192
Archon Partners
New Jersey
$799M +$83.9M +12% 9.48% 86% 60 16.67% 3.4
Texas Capital Bank Wealth Management Services
2193
Texas Capital Bank Wealth Management Services
Texas
$799M +$98M +14% 8.52% 81.9% 146 15.07% 1.1
Golden Gate Private Equity
2194
Golden Gate Private Equity
California
$798M +$592M +288% 5.95% 8.72% 15 13.33% 1.2
Wesleyan Assurance Society
2195
Wesleyan Assurance Society
United Kingdom
$798M +$45.4M +6% 7.07% 102% 95 5.26% 2
PKO Investment Management Joint-Stock
2196
PKO Investment Management Joint-Stock
Poland
$798M +$175M +28% 9.23% 145% 99 10.1% 3
Legacy Wealth Management (Tennessee)
2197
Legacy Wealth Management (Tennessee)
Tennessee
$797M +$48.4M +6% 7.44% 50.4% 17 17.65% 4.4
Orgel Wealth Management
2198
Orgel Wealth Management
Wisconsin
$797M +$90.8M +13% 4.14% 39.6% 59 6.78% 2.1
Capital Investment Advisory Services
2199
Capital Investment Advisory Services
North Carolina
$796M +$87.4M +12% 6.36% 69.3% 805 12.92% 1.9
Koshinski Asset Management
2200
Koshinski Asset Management
Illinois
$795M -$149M -16% 6.02% 76.5% 648 24.85% 1.7