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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)
Common Fund For Nonprofit Organizations
2501
Common Fund For Nonprofit Organizations
Connecticut
$725M +$136M +23% 3.14% 70.8% 17 29.41% 1.5
Moss Adams Wealth Advisors
2502
Moss Adams Wealth Advisors
Washington
$725M +$102M +16% 2.76% 71.9% 183 21.31% 0.8
Hudson Way Capital Management
2503
Hudson Way Capital Management
Texas
$724M +$177M +32% 4.33% 51.3% 14 0% 2.3
Steel Grove Capital Advisors
2504
Steel Grove Capital Advisors
Tennessee
$724M -$26.8M -4% 5.8% 106% 225 27.56% 3.2
Fiducient Advisors
2505
Fiducient Advisors
Illinois
$724M +$219M +43% 0.69% 52.3% 164 33.54% 1.2
Mattern Capital Management
2506
Mattern Capital Management
Colorado
$724M -$12.6M -2% 0.88% 31.5% 158 1.27% 2.8
Forest Avenue Capital Management
2507
Forest Avenue Capital Management
Florida
$722M +$315M +77% 3.31% 415% 27 44.44% 0.5
Barlow Wealth Partners
2508
Barlow Wealth Partners
Kentucky
$722M -$12.3M -2% 3.85% 101% 160 11.88% 0.5
Romano Brothers & Co
2509
Romano Brothers & Co
Illinois
$722M -$8.17M -1% 1.37% 110% 311 5.47% 1.6
Shay Capital
2510
Shay Capital
New York
$722M +$79.5M +12% 1.7% 166% 477 67.09% 0.6
Aaron Wealth Advisors
2511
Aaron Wealth Advisors
Illinois
$720M +$22.8M +3% 3.19% 108% 340 13.24% 1.7
CBT
2512
Central Bank & Trust
Kentucky
$719M +$17.7M +3% 6.32% 118% 366 10.66% 5.9
MI
2513
MMCAP International
Cayman Islands
$719M -$49.1M -6% 7.01% 184% 205 20% 1.5
OneAscent Financial Services
2514
OneAscent Financial Services
Alabama
$718M -$186M -21% 1.02% 63.8% 417 48.68% 0.9
McGowan Group Asset Management
2515
McGowan Group Asset Management
Texas
$718M +$24.7M +4% 1.73% 69.8% 133 12.78% 3.9
Technology Crossover Management IX
2516
Technology Crossover Management IX
California
$718M -$130M -15% 12.6% 13% 6 0% 4.7
FengHe Fund Management
2517
FengHe Fund Management
Singapore
$717M -$77M -10% 13.2% 902% 32 53.13% 0.4
Curated Wealth Partners
2518
Curated Wealth Partners
California
$717M +$36.1M +5% 3.45% 39.9% 270 100% 0
Stillwater Capital Advisors
2519
Stillwater Capital Advisors
Pennsylvania
$717M +$41.4M +6% 8.03% 121% 70 31.43% 6.8
Ulysses Management
2520
Ulysses Management
New York
$716M -$458M -39% 3.29% 51.8% 72 47.22% 1.8
Arden Trust
2521
Arden Trust
Delaware
$716M -$623K -0.1% 2.63% 22.5% 258 12.79% 4.6
Poplar Forest Capital
2522
Poplar Forest Capital
California
$716M -$28.3M -4% 2.8% 30% 57 12.28% 4.9
Crosslink Capital
2523
Crosslink Capital
California
$716M +$14.1M +2% 2.45% 135% 19 5.26% 4.2
Provenance Wealth Advisors
2524
Provenance Wealth Advisors
Florida
$715M +$4.26M +0.6% 1.65% 55.9% 551 8.35% 0.7
Dock Street Asset Management
2525
Dock Street Asset Management
Florida
$715M +$46M +7% 11% 175% 49 6.12% 5