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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)
Grace & Mercy Foundation
3676
Grace & Mercy Foundation
New York
$470M -$12.8M -3% 7.73% 67.6% 18 5.56% 2.3
Element Pointe Advisors
3677
Element Pointe Advisors
Florida
$469M +$55.9M +14% 7.6% 75.1% 76 13.16% 3.2
CMH Wealth Management
3678
CMH Wealth Management
New Hampshire
$469M +$39.6M +9% 5.76% 88% 59 15.25% 4
Ellsworth Advisors
3679
Ellsworth Advisors
Ohio
$469M +$57.9M +14% 12.2% 131% 197 37.56% 1.6
Harvey Capital Management
3680
Harvey Capital Management
Florida
$469M +$41.7M +10% 15.2% 147% 88 13.64% 4
First Reserve GP XIII
3681
First Reserve GP XIII
Connecticut
$468M -$19.3M -4% 3.83% 5.56% 2 0% 1.1
OPL
3682
Orland Properties Ltd
British Virgin Islands
$468M +$231M +98% 7.49% 77.6% 13 69.23% 0.9
CenterStar Asset Management
3683
CenterStar Asset Management
Illinois
$467M +$46.8M +11% 6.4% 104% 372 73.39% 0.3
SIM
3684
SW Investment Management
Colorado
$467M +$48.6M +12% 32.4% 143% 8 0% 2.5
Adams Wealth Management
3685
Adams Wealth Management
Utah
$467M -$58.6M -11% 8.37% 105% 196 14.29% 1.8
Valicenti Advisory Services
3686
Valicenti Advisory Services
New York
$466M +$38.2M +9% 9.97% 134% 80 12.5% 5.4
Maytus Capital Management
3687
Maytus Capital Management
New York
$466M -$76.7M -14% 16% 442% 96 64.58% 0.3
AW
3688
Avion Wealth
Texas
$466M +$27.5M +6% 5.55% 45.4% 1,616 14.23% 1.9
NAMP
3689
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466M +$31.4M +7% 9.35% 90.2% 149 7.38% 7.3
O'Dell Group
3690
O'Dell Group
Ohio
$466M +$65.2M +16% 7.37% 72.2% 42 42.86% 2.6
Burke & Herbert Bank & Trust
3691
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 6.97% 67.8% 247 6.48% 4.9
Symmetry Peak Management
3692
Symmetry Peak Management
Pennsylvania
$465M +$255M +122% 61.7% 320% 195 81.54% 0.1
WCMN
3693
Westchester Capital Management (Nebraska)
Nebraska
$465M +$40.2M +9% 11.8% 121% 43 9.3% 8.1
Solidarity Wealth
3694
Solidarity Wealth
Utah
$465M +$37.4M +9% 7.59% 85.9% 87 11.49% 2.2
Raub Brock Capital Management
3695
Raub Brock Capital Management
California
$465M +$5.8M +1% 3.8% 54.7% 41 12.2% 3.3
Berkshire Bank
3696
Berkshire Bank
Massachusetts
$464M +$26.4M +6% 7.07% 76.2% 170 8.82% 3.4
Richard P. Slaughter Associates
3697
Richard P. Slaughter Associates
Texas
$464M -$26.3M -5% 6.71% 55.7% 128 24.22% 2.4
Peddock Capital Advisors
3698
Peddock Capital Advisors
Massachusetts
$464M +$31.5M +7% 9.05% 113% 163 5.52% 6.4
MYDA Advisors
3699
MYDA Advisors
New York
$463M -$109M -19% 18.3% 232% 235 73.19% 0.4
Newman Dignan & Sheerar Inc
3700
Newman Dignan & Sheerar Inc
Rhode Island
$463M +$28M +6% 8.34% 82.6% 200 12.5% 6