We are live on ! Find out more

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)
OTL
2301
Oak Thistle LLC
New York
$1.03B +$310M +43% 3.59% 58.3% 661 58.85% 0.4
Samsara BioCapital
2302
Samsara BioCapital
California
$1.03B +$59.8M +6% 16.2% 1,580% 24 20.83% 2.1
MA
2303
Madrone Advisors
California
$1.03B -$589M -36% 27% 10.4% 5 0% 1.8
Kohmann Bosshard Financial Services
2304
Kohmann Bosshard Financial Services
Ohio
$1.03B -$90.5M -8% 0.71% 42.8% 1,083 80.89% 4.4
Global Strategic Investment Solutions
2305
Global Strategic Investment Solutions
Arizona
$1.03B +$2.92M +0.3% 0.37% 56.8% 158 13.29% 4.2
IMA Advisory Services
2306
IMA Advisory Services
Colorado
$1.02B -$17M -2% 1.02% 74.5% 1,080 11.2% 0.8
Mason Street Advisors
2307
Mason Street Advisors
Wisconsin
$1.02B +$6.87M +0.7% 0.36% 32% 17 23.53% 2.4
Penn Davis McFarland
2308
Penn Davis McFarland
Texas
$1.02B -$21.5M -2% 0.93% 100% 78 7.69% 4.5
Crosslink Capital
2309
Crosslink Capital
California
$1.02B -$269M -21% 15.6% 135% 25 36% 3.1
Carret Asset Management
2310
Carret Asset Management
New York
$1.02B -$32.1M -3% 0.41% 106% 302 5.3% 8.1
EQT Fund Management
2311
EQT Fund Management
Luxembourg
$1.02B -$91.3M -8% 7.93% – 5 20% 0.4
Silicon Valley Capital Partners
2312
Silicon Valley Capital Partners
California
$1.02B -$78.5M -7% 7.74% 103% 464 45.04% 1.6
Galileo PTC
2313
Galileo PTC
British Virgin Islands
$1.02B -$352M -26% 24.9% 82.7% 4 25% 3.2
MV Capital Management
2314
MV Capital Management
Maryland
$1.02B -$21.4M -2% 2.14% 73.3% 1,255 10.36% 3.8
West Virginia University Foundation
2315
West Virginia University Foundation
West Virginia
$1.02B +$490M +93% 2.96% – 6 66.67% 0.4
Connable Office Inc
2316
Connable Office Inc
Michigan
$1.02B -$74.4M -7% 0.27% 68.3% 256 21.88% 4.2
Versant Capital Management
2317
Versant Capital Management
Arizona
$1.01B +$217M +27% 2.67% 97.3% 2,859 10.56% 4.2
Melqart Asset Management
2318
Melqart Asset Management
United Kingdom
$1.01B -$1.56M -0.2% 8.08% 250% 60 56.67% 0.6
Lodestar Private Asset Management
2319
Lodestar Private Asset Management
California
$1.01B +$17.3M +2% 0.93% 64.4% 236 6.78% 2.6
Jacobs & Co
2320
Jacobs & Co
California
$1.01B -$46.6M -4% 2.72% 105% 126 3.17% 8.3
Wealth Alliance
2321
Wealth Alliance
New York
$1.01B -$8.9M -0.9% 0.82% 75.7% 599 16.53% 3.2
GA
2322
GRS Advisors
Illinois
$1.01B -$103M -9% 3.17% 54.3% 41 41.46% 0.9
LWANC
2323
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.01B +$255M +34% 3.03% 71.1% 705 72.91% 5.3
KWB Wealth
2324
KWB Wealth
California
$1.01B -$44.9M -4% 1.92% 54.8% 175 5.14% 2.4
AG
2325
Artal Group
Luxembourg
$1.01B +$296M +41% 37.3% 181% 2 0% 7.8