We are live on ! Find out more

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)
Supplemental Annuity Collective Trust (SACT) of New Jersey
3726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$304M -$4.03M -1% 0.27% 147% 226 3.1% 4
Yorktown Energy Partners X
3727
Yorktown Energy Partners X
New York
$304M +$271M +819% 16.8% 95.9% 5 60% 1.7
Mill Road Capital Management
3728
Mill Road Capital Management
Connecticut
$304M +$7.55M +3% 7.61% 85.1% 30 23.33% 1.4
FNBOMD
3729
First National Bank of Mount Dora
Florida
$304M -$119K -0% 0.75% 96.2% 126 9.52% 3.9
JCIC Asset Management
3730
JCIC Asset Management
Ontario, Canada
$304M -$84.4M -22% 0.35% – 126 3.97% 2.9
Morgan Dempsey Capital Management
3731
Morgan Dempsey Capital Management
Wisconsin
$304M -$15.2M -5% 1.97% 52.1% 104 34.62% 2.9
Conrad N. Hilton Foundation
3732
Conrad N. Hilton Foundation
California
$303M +$210M +226% 1.12% – 8 25% 0.3
PCA
3733
Prospect Capital Advisors
California
$303M +$34.3M +13% 1.81% 202% 39 28.21% 1.7
KS
3734
Karpas Strategies
Connecticut
$303M +$21.3M +8% 0.32% 16.1% 120 5% 5.7
Holderness Investments Company
3735
Holderness Investments Company
North Carolina
$303M +$153K +0.1% 0.28% 144% 233 14.16% 3.7
Columbus Macro
3736
Columbus Macro
Pennsylvania
$303M -$18.7M -6% 1.12% 48.7% 175 18.29% 2.1
Peterson Wealth Advisors
3737
Peterson Wealth Advisors
Utah
$303M +$20.6M +7% 0.6% 50.9% 54 3.7% 2.4
Moller Wealth Partners
3738
Moller Wealth Partners
$303M -$1.91M -0.6% 1.96% 44.1% 48 2.08% 5.6
Jones Road Capital Management
3739
Jones Road Capital Management
New York
$302M +$5.04M +2% 3.86% 88.5% 80 28.75% 0.4
Broadleaf Partners
3740
Broadleaf Partners
Ohio
$302M +$14.5M +5% 2.8% 180% 75 6.67% 2.4
Firestone Capital Management
3741
Firestone Capital Management
Florida
$302M +$25.1M +9% 1.7% 51.6% 488 2.46% 1.4
Alight Capital Management
3742
Alight Capital Management
New York
$302M -$45.6M -13% 2.75% 466% 75 56% 0.6
Argyle Capital Management
3743
Argyle Capital Management
Pennsylvania
$302M -$7.49M -2% 1.67% 106% 130 2.31% 6.6
First Wilshire Securities Management
3744
First Wilshire Securities Management
California
$302M +$16M +6% 2.77% 135% 88 7.95% 3.4
Smithbridge Asset Management
3745
Smithbridge Asset Management
Pennsylvania
$302M -$5.47M -2% 0.54% – 116 9.48% 3.7
Lawson Kroeker Investment Management
3746
Lawson Kroeker Investment Management
Nebraska
$301M -$14.5M -5% 3.51% 69.7% 61 3.28% 6.2
TFC Financial Management
3747
TFC Financial Management
Massachusetts
$301M +$8.73M +3% 0.49% 66.9% 606 6.44% 0.9
DCM
3748
DeGreen Capital Management
Arizona
$301M +$3.46M +1% 1.17% 28.5% 22 4.55% 3.1
AFS
3749
Annapolis Financial Services
Maryland
$301M +$3.11M +1% 1.17% 15% 483 11.18% 0.6
Atlas Venture Associates IX
3750
Atlas Venture Associates IX
Massachusetts
$301M -$268M -47% 38.4% 89.8% 7 0% 3.5