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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
MA
4851
Mangham Associates
Virginia
$93.8M +$7.1M +8% 18.9% 24.4% 5 0%
DIS
4852
Diversified Investment Strategies
Louisiana
$93.7M +$19.1M +26% 27.6% 81.3% 40 12.5%
VWA
4853
VERITY Wealth Advisors
United States
$93.6M +$20M +27% 16% 59.9% 49 12.24%
AVAI
4854
Atlas Venture Associates IX
Massachusetts
$93.5M +$46.2M +98% 126% 89.8% 6 0%
CS
4855
Capital Square
Tennessee
$93.5M +$7.74M +9% 21% 43.3% 313 57.83%
AWM
4856
Aberdeen Wealth Management
Illinois
$93.3M +$11.1M +13% 19.7% 56.7% 143 27.27%
HB
4857
Horizon Bancorp
Indiana
$93.1M +$28.4M +44% 10.6% 22.7% 279 15.05%
SNBOSCI
4858
Security National Bank of Sioux City Iowa
Iowa
$93M +$15.7M +20% 19.6% 52.4% 86 9.3%
FNBOSM
4859
First National Bank of South Miami
Florida
$92.6M +$13.3M +17% 16.2% 35.2% 304 8.55%
VCA
4860
VIEX Capital Advisors
Florida
$92.4M +$9.14M +11% 13.1% 30.6% 17 70.59%
TMC
4861
Trellus Management Company
Florida
$92.4M +$36.6M +66% 72.7% 268% 86 61.63%
TCM
4862
Taal Capital Management
Massachusetts
$92.3M +$14.7M +19% 15.4% 21 42.86%
JSMC
4863
Jess S. Morgan & Co
California
$92.1M +$15.2M +20% 26.1% 69.3% 41 9.76%
BFA
4864
Beacon Financial Advisory
Ohio
$91.9M +$13.3M +17% 17% 53.5% 155 19.35%
GL
4865
Gemsstock Ltd
United Kingdom
$91.8M -$59.7M -39% 23.6% 237% 17 64.71%
PHIMC
4866
Private Harbour Investment Management & Counsel
Ohio
$91.8M +$6.89M +8% 19.8% 95.1% 62 14.52%
CCA
4867
Cruiser Capital Advisors
Connecticut
$91.7M +$12.7M +16% 34.1% 131% 32 46.88%
RICHC
4868
Renaissance Investment Consultants Holding Company
Pennsylvania
$91.5M +$19.8M +28% 22.1% 97 30.93%
HWA
4869
Hilltop Wealth Advisors
North Carolina
$91.3M +$9.43M +12% 18.4% 43.9% 30 20%
EA
4870
Ellsworth Advisors
Ohio
$91.3M 14.2% 123% 76
FP
4871
Factorial Partners
New York
$91.3M +$16.3M +22% 24.1% 78.3% 111 21.62%
CCM
4872
Copernicus Capital Management
California
$91.2M +$8.59M +10% 39.9% 126% 27 81.48%
DA
4873
DSC Advisors
Illinois
$91.2M -$11.2M -11% 19.1% 3.18% 38 28.95%
SVC
4874
Strycker View Capital
New York
$91.2M -$10.9M -11% 21.3% 114% 22 77.27%
HS
4875
Horan Securities
United States
$91.1M +$18.1M +25% 18.1% 50.1% 396 41.67%