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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
PT
3401
Plimoth Trust
Massachusetts
$289M -$27.7M -9% 6.12% 94% 163 4.29%
SL
3402
SWF LLC
Nebraska
$289M -$44.4M -13% 2.83% 81.7% 2 0%
SCM
3403
Stanley Capital Management
Texas
$289M -$25.5M -8% 2.92% 101% 43 4.65%
MWM
3404
Mascoma Wealth Management
New Hampshire
$289M -$3.82M -1% 4.79% 40% 642 7.63%
NAMM
3405
NorthStar Asset Management (Massachusetts)
Massachusetts
$289M -$15.1M -5% 3.62% 66.3% 82 13.41%
HCA
3406
Harbour Capital Advisors
Virginia
$288M -$18.4M -6% 4.25% 161% 244 23.36%
IVGAI
3407
Index Venture Growth Associates I
Jersey
$288M -$74.7M -21% 2.1% 30.9% 1 0%
FCA
3408
FLC Capital Advisors
California
$288M -$12.2M -4% 5.49% 59.3% 167 17.37%
FA
3409
Financial Advisors
Massachusetts
$288M +$4.52M +2% 5.55% 71.5% 80 10%
MKA
3410
M. Kulyk & Associates
Georgia
$288M -$33.7M -10% 6.87% 52.3% 101 8.91%
PFMOSF
3411
Philadelphia Financial Management of San Francisco
California
$287M -$53M -16% 4.19% 174% 48 64.58%
BCC
3412
Bain Capital Credit
Massachusetts
$287M -$238M -45% 8.28% 14.7% 9 11.11%
CT
3413
Clearstead Trust
Maine
$287M +$156M +119% 5.95% 84.1% 383 50.65%
AFIA
3414
America First Investment Advisors
Nebraska
$287M -$23.5M -8% 6.75% 89.6% 83 14.46%
TTSTC
3415
Texas Treasury Safekeeping Trust Company
Texas
$287M -$5.49M -2% 1.96% 27.3% 6 16.67%
PGAM
3416
Princeton Global Asset Management
New Jersey
$287M -$22.7M -7% 5.1% 104% 582 3.78%
SPA
3417
Sentinel Pension Advisors
Massachusetts
$287M -$10.7M -4% 4.92% 46.5% 94 18.09%
LM
3418
Luminus Management
Texas
$287M -$38M -12% 1.51% 13.1% 32 50%
SIA
3419
SeaBridge Investment Advisors
New Jersey
$287M -$24.5M -8% 5.01% 128% 145 13.1%
PCP
3420
Polunin Capital Partners
United Kingdom
$286M -$45.5M -14% 0.11% 252% 18 27.78%
ACA
3421
Affinity Capital Advisors
California
$286M -$7.76M -3% 4.9% 62% 114 8.77%
AFM
3422
Andesa Financial Management
Pennsylvania
$286M +$128M +81% 3.39% 73.6% 160 22.5%
MIM
3423
Martin Investment Management
Florida
$286M -$68M -19% 8.67% 44.7% 51 9.8%
CCT
3424
Capital City Trust
Florida
$286M -$21.9M -7% 5.39% 78% 121 9.09%
TWM
3425
Thrive Wealth Management
Pennsylvania
$285M -$1.26M -0.4% 5.69% 73.8% 162 17.9%