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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
GFA
2776
Gifford Fong Associates
California
$572M +$56.9M +11% 13.1% 180% 139 2.16%
PP
2777
Pegasus Partners
Wisconsin
$571M +$20.2M +4% 9.63% 32.6% 168 19.64%
PE
2778
PSG Equity
Massachusetts
$571M 4.49% 15% 1
SSA
2779
South Street Advisors
New York
$571M +$47M +9% 11.4% 169% 73 6.85%
CSC
2780
Cove Street Capital
California
$571M -$103M -15% 2.06% 84.2% 99 19.19%
WA
2781
Wealth Architects
California
$570M +$55.2M +11% 7.2% 80.1% 209 16.27%
FTCM
2782
First Trust Capital Management
Illinois
$570M -$89.2M -14% 4.44% 214% 321 52.34%
LSPW
2783
Lake Street Private Wealth
Illinois
$570M +$158M +38% 9.27% 92.5% 343 37.03%
CLCM
2784
Center Lake Capital Management
Florida
$570M -$45.4M -7% 8.92% 98.3% 21 47.62%
FEG
2785
Financial Enhancement Group
Indiana
$569M +$41.3M +8% 6.16% 57.5% 319 17.87%
CNB
2786
Camden National Bank
Maine
$569M +$50.4M +10% 9.47% 48.8% 162 12.35%
PG
2787
Proffitt & Goodson
Tennessee
$569M +$21.1M +4% 4.48% 48.5% 264 9.85%
MGAM
2788
McGowan Group Asset Management
Texas
$569M -$18.8M -3% 1.5% 69.8% 124 14.52%
SCM
2789
Southport Capital Management
Tennessee
$569M +$320M +128% 11.2% 80% 352 40.34%
HCP
2790
Holt Capital Partners
Texas
$569M +$43.2M +8% 8.17% 69.5% 164 6.1%
IVMX
2791
Institutional Venture Management XIV
California
$569M -$35.9M -6% 17.9% 18.1% 5 20%
FBCM
2792
Fort Baker Capital Management
California
$568M +$195M +52% 1.51% 46.3% 143 63.64%
RWA
2793
Ropes Wealth Advisors
Massachusetts
$568M -$55.7M -9% 10.1% 71% 296 16.22%
IVGAI
2794
Index Venture Growth Associates I
Jersey
$568M -$205M -27% 23.7% 30.9% 2 50%
IC
2795
Intel Corp
California
$568M -$161M -22% 13.9% 9.79% 7 28.57%
SM
2796
Sciencast Management
New Jersey
$568M +$215M +61% 6.31% 72.5% 658 79.64%
MC
2797
McMorgan & Co
California
$568M +$69.1M +14% 1.47% 30.1% 56 5.36%
DIA
2798
Dean Investment Associates
Ohio
$568M +$37.2M +7% 8.62% 63.5% 244 10.25%
BEAM
2799
Baker Ellis Asset Management
Washington
$567M +$47.5M +9% 9.51% 89.2% 211 6.16%
WAM
2800
Winslow Asset Management
Ohio
$566M +$48.5M +9% 12% 89.9% 91 8.79%