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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)
GDS
4226
Gimbel Daniel Scott
$272M -$43.4M -14% 4% 57.1% 3 0% 1
Marshall Financial Group (Maryland)
4227
Marshall Financial Group (Maryland)
Maryland
$271M +$78.1M +40% 9.24% 63.5% 229 34.5% 0.6
Hi-Line Capital Management
4228
Hi-Line Capital Management
South Dakota
$271M -$8.64M -3% 1.24% 57.5% 28 7.14% 2
Baker Hughes Holdings
4229
Baker Hughes Holdings
Texas
$271M -$132M -33% 32.5% 38.6% 2 0% 1
Dark Forest Capital Management
4230
Dark Forest Capital Management
Puerto Rico
$271M -$10.8M -4% 0.6% 63% 1,929 58.37% 0.2
AlpInvest Partners
4231
AlpInvest Partners
Netherlands
$271M +$13.8M +5% 6.59% 178% 31 67.74% 0.3
Hillman Company
4232
Hillman Company
Pennsylvania
$271M -$16.7M -6% 6.32% 118% 12 16.67% 1.2
First United Bank & Trust
4233
First United Bank & Trust
Maryland
$271M +$25.4M +10% 9.98% 78% 170 7.06% 4.1
Semmax Financial Advisors
4234
Semmax Financial Advisors
North Carolina
$271M -$18.8M -7% 4.49% – 293 6.83% 2.4
Boltwood Capital Management
4235
Boltwood Capital Management
California
$271M +$22.7M +9% 7.43% 63% 158 5.7% 4.7
Physicians Financial Services
4236
Physicians Financial Services
North Carolina
$270M +$23.6M +10% 12.4% 116% 119 5.88% 4.3
Ellsworth Advisors
4237
Ellsworth Advisors
Ohio
$270M +$50.8M +23% 8.12% 131% 187 44.39% 0.8
SCM
4238
Stormborn Capital Management
Connecticut
$270M -$34.9M -11% 8.58% 256% 50 52% 0.5
Capital Planning
4239
Capital Planning
Washington
$270M +$25.2M +10% 7.79% 81.2% 76 14.47% 0.8
MilWealth Group
4240
MilWealth Group
Wisconsin
$270M +$9.9M +4% 3.15% 39.6% 182 16.48% 1
Covenant Partners
4241
Covenant Partners
Tennessee
$270M +$15.4M +6% 7.43% 70.3% 202 6.93% 2
Norman Fields Gottscho Capital Management
4242
Norman Fields Gottscho Capital Management
New York
$270M +$16.5M +7% 11.6% 96.9% 76 13.16% 4
High Probability Advisors
4243
High Probability Advisors
New York
$269M +$22.5M +9% 5.37% 52.6% 42 9.52% 0.8
Quadrant Private Wealth Management
4244
Quadrant Private Wealth Management
Pennsylvania
$269M +$27M +11% 9.64% 100% 207 10.14% 2.1
ML&R Wealth Management
4245
ML&R Wealth Management
Texas
$269M – – 7.65% – 51 – 0
Stordahl Capital Management
4246
Stordahl Capital Management
Colorado
$269M +$18.1M +7% 6.34% 54% 50 8% 3.1
Visa Foundation
4247
Visa Foundation
California
$269M – – 9.78% 58.1% 1 – 0
FountainVest China Capital Partners GP3
4248
FountainVest China Capital Partners GP3
Cayman Islands
$269M +$9.9M +4% 12.8% 96.7% 1 0% 2
TMD Wealth Management
4249
TMD Wealth Management
Arizona
$269M +$29.8M +12% 3.68% 2.41% 52 21.15% 0.7
G2 Capital Management
4250
G2 Capital Management
Ohio
$269M – – 5.9% 55.1% 95 – 0