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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)
Tree Line Advisors
3051
Tree Line Advisors
Hong Kong
$298M +$68.4M +30% 28.3% 670% 6 16.67% 0.9
MCG
3052
McCollum Christoferson Group
New York
$297M +$17.3M +6% 6.64% 59.4% 74 9.46% 1.7
Brio Consultants
3053
Brio Consultants
California
$297M +$30.4M +11% 6.64% 42.7% 79 8.86% 0.9
Arcus Capital Partners
3054
Arcus Capital Partners
Georgia
$297M +$44.2M +17% 17.3% 69.2% 108 18.52% 2.2
Golden Gate Private Equity
3055
Golden Gate Private Equity
California
$297M $0 0% 16.8% 8.72% 25 0% 2.2
United Fire Group
3056
United Fire Group
Iowa
$297M +$5.28M +2% 2.46% 27.4% 122 4.92% 5.2
RG
3057
Riverstone Group
Virginia
$297M +$55M +23% 24.8% 305% 6 16.67% 1
Gibson Capital
3058
Gibson Capital
Pennsylvania
$297M +$20M +7% 5.34% 67.2% 42 4.76% 4
TrinityPoint Wealth
3059
TrinityPoint Wealth
Connecticut
$296M +$9.24M +3% 9.48% 28.4% 217 7.83% 0.8
Silicon Valley Capital Partners
3060
Silicon Valley Capital Partners
California
$296M +$40.7M +16% 9.94% 103% 43 13.95% 1.7
Inspirion Wealth Advisors
3061
Inspirion Wealth Advisors
Illinois
$296M +$67.9M +30% 6.58% 52.5% 80 3.75% 3.4
River Wealth Advisors
3062
River Wealth Advisors
Pennsylvania
$296M +$31.1M +12% 8.54% 80.3% 168 7.74% 3.6
Founders Financial Securities
3063
Founders Financial Securities
Maryland
$296M -$17.8M -6% 5.96% 71% 155 38.06% 1.5
Community Bank of Raymore
3064
Community Bank of Raymore
Missouri
$296M +$9.8M +3% 3.68% 91.9% 56 1.79% 3.7
Stoneridge Investment Partners
3065
Stoneridge Investment Partners
Pennsylvania
$296M +$23.4M +9% 7.4% 44.2% 165 44.24% 1.3
The Family Firm
3066
The Family Firm
Maryland
$295M +$13.9M +5% 5.57% 40.2% 158 18.35% 3.2
Crestone Asset Management
3067
Crestone Asset Management
Colorado
$295M +$32.7M +12% 8.28% 6.65% 53 7.55% 2.3
MI
3068
MMCAP International
Cayman Islands
$295M – – 3.84% 184% 36 – 0
Shelter Mutual Insurance
3069
Shelter Mutual Insurance
Missouri
$295M -$48.1M -14% 6.15% 51.2% 44 6.82% 5.3
Northside Capital Management
3070
Northside Capital Management
Oregon
$295M +$11.9M +4% 6.36% 99.6% 100 12% 2.7
August Capital Management V
3071
August Capital Management V
California
$294M – – 7.18% – 1 – 0
Marathon Capital Management
3072
Marathon Capital Management
Maryland
$294M +$46.1M +19% 9.25% 74% 154 34.42% 1.9
SCM
3073
Stonehill Capital Management
New York
$294M -$73.8M -20% 15.1% 117% 20 40% 1
Cypress Asset Management
3074
Cypress Asset Management
Texas
$294M +$5.07M +2% 9.95% 141% 143 11.89% 4.4
HughesLittle Investment Management
3075
HughesLittle Investment Management
$294M +$24.3M +9% 9.96% 106% 16 6.25% 3.9