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
TFO
2801
Tarbox Family Office
California
$493M -$88.1M -15% 1,180
WF
2802
WoodTrust Financial
Wisconsin
$492M +$9.58M +2% 150
SOS
2803
Silver Oak Securities
Tennessee
$492M 301
IVMX
2804
Institutional Venture Management XIV
California
$492M -$76.6M -13% 6
JPMIA
2805
J.P. Marvel Investment Advisors
Massachusetts
$491M -$20.3M -4% 72
RAM
2806
Rempart Asset Management
Canada
$491M -$36.4M -7% 42
AGFIA
2807
Accel Growth Fund IV Associates
California
$491M -$340M -41% 4
LCM
2808
Legato Capital Management
California
$490M -$50.5M -9% 236
CIP
2809
Capital Insight Partners
Arizona
$490M -$1.1M -0.2% 170
DCM
2810
Disciplina Capital Management
Tennessee
$490M -$28.2M -5% 55
TB
2811
Terril Brothers
Missouri
$490M +$35.1M +8% 68
HP
2812
Harbourvest Partners
Massachusetts
$490M -$293M -37% 77
BCH
2813
Berkshire Capital Holdings
California
$490M -$258M -35% 94
WA
2814
Wealth Alliance
New York
$489M -$8.16M -2% 490
BC
2815
Bruce & Co
Illinois
$489M -$11.1M -2% 33
TC
2816
Titleist Capital
Texas
$489M -$16.5M -3% 274
SG
2817
Strid Group
Pennsylvania
$489M +$863K +0.2% 48
OFM
2818
Omega Fund Management
Massachusetts
$489M -$219M -31% 23
IWA
2819
Inspirion Wealth Advisors
Illinois
$489M +$14.1M +3% 112
SONJCPFE
2820
State of New Jersey Common Pension Fund E
New Jersey
$488M -$66.7M -12% 2
CFFP
2821
Center for Financial Planning
Michigan
$488M -$541K -0.1% 585
HA
2822
Harbor Advisors
Florida
$488M -$50M -9% 194
FA
2823
Fagan Associates
New York
$487M -$39.8M -8% 135
MP
2824
Makaira Partners
California
$486M -$62.1M -11% 11
VU
2825
Vanderbilt University
Tennessee
$486M +$10.5M +2% 51