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
MI
7026
Mercer Investments
Massachusetts
$62.6M -$13.1M -17% 9
VR
7027
Valued Retirements
Texas
$62.5M +$4.79M +8% 73
SPW
7028
Sonoma Private Wealth
California
$62.2M +$1.75M +3% 94
DA
7029
DSC Advisors
Illinois
$62M +$3.01M +5% 33
WHP
7030
Washington Harbour Partners
Virginia
$61.7M +$9.56M +18% 33
BCM
7031
BHZ Capital Management
California
$61.6M -$44.7M -42% 63
CC
7032
Caspian Capital
New York
$61.6M +$11M +22% 8
FCM
7033
Firsthand Capital Management
California
$61.4M -$10.7M -15% 59
WEO
7034
William E. Oberndorf
$61.3M -$58K -0.1% 11
IV
7035
Industry Ventures
California
$61.2M -$407K -0.7% 8
CLCM
7036
Center Lake Capital Management
Florida
$61.1M -$18.1M -23% 13
USWIA
7037
UP Strategic Wealth Investment Advisors
Pennsylvania
$61.1M +$6.31M +12% 61
SW
7038
Signify Wealth
Missouri
$60.3M -$6M -9% 36
BGI
7039
BlueDrive Global Investors
United Kingdom
$59.9M +$2.81M +5% 11
G1
7040
Greylock 15
California
$59.7M -$28.8M -33% 3
BCM
7041
BlueMar Capital Management
Florida
$59.5M -$6.87M -10% 24
GCWM
7042
Graham Capital Wealth Management
District of Columbia
$58.6M +$20.7M +55% 49
GC
7043
Gratia Capital
California
$58.2M +$10.1M +21% 23
AL
7044
ACME LLC
California
$57.7M -$5.91M -9% 7
SWM
7045
Stapp Wealth Management
Washington
$57.3M -$2.24M -4% 26
SAMC
7046
Spectrum Asset Management (Connecticut)
Connecticut
$57.3M -$10.3M -15% 5
MGB
7047
Mass General Brigham
Massachusetts
$57.1M +$29.1M +104% 6
KLC
7048
Knowledge Leaders Capital
Colorado
$57.1M -$6.38M -10% 55
BV
7049
Boxwood Ventures
Illinois
$56.8M +$4.66M +9% 26
CPM
7050
Connective Portfolio Management
New York
$56.8M +$7.75M +16% 61