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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
TA
4901
Townsend & Associates
Colorado
$154M +$16.7M +12% 6.57% 54.1% 87 40.23%
TA
4902
TrueWealth Advisors
Alabama
$154M +$37.6M +32% 5.35% 58.5% 129 38.76%
CC
4903
Caxton Corporation
New Jersey
$154M -$6.48M -4% 5.84% 778% 74 47.3%
HLCM
4904
Hickory Lane Capital Management
New York
$154M +$37.3M +32% 11.2% 52 61.54%
DC
4905
DPM Capital
Florida
$154M -$69.7M -31% 7.1% 110% 7 71.43%
V
4906
VeraBank
Texas
$154M +$11.7M +8% 7.79% 51% 111 4.5%
RIP
4907
Rhino Investment Partners
Pennsylvania
$154M +$34.7M +29% 28.8% 65.9% 40 47.5%
OCM
4908
Orser Capital Management
Texas
$154M -$3.99M -3% 3.56% 122% 101 29.7%
CIA
4909
Cascade Investment Advisors
Oregon
$154M +$17.4M +13% 13.1% 71.4% 299 19.73%
NCM
4910
Next Capital Management
New York
$154M +$11.6M +8% 5.67% 56.1% 123 15.45%
IAMH
4911
IvyRock Asset Management (HK)
Hong Kong
$154M -$8.76M -5% 103% 103% 14 35.71%
FC
4912
Fusion Capital
South Carolina
$154M +$14.6M +11% 7.48% 73.5% 74 14.86%
KCM
4913
Knoll Capital Management
Florida
$153M +$6.81M +5% 10.3% 269% 41 29.27%
FNWM
4914
Financial Network Wealth Management
Utah
$153M +$25.7M +20% 2.83% 107 11.21%
ADMI
4915
Albert D. Mason Inc
Massachusetts
$153M +$9.31M +6% 9.58% 82% 153 9.8%
MMM
4916
Mendel Money Management
Illinois
$153M +$10.3M +7% 5.71% 55.5% 67 4.48%
CIA
4917
Citadel Investment Advisory
Ohio
$153M +$13.1M +9% 8.97% 67.4% 74 2.7%
TCOK
4918
Trust Company of Kansas
Kansas
$153M -$38.3M -20% 10.1% 87% 56 37.5%
PIA
4919
Powell Investment Advisors
Florida
$153M +$21.4M +16% 7.96% 60.3% 128 21.09%
RPG
4920
Resource Planning Group
Georgia
$153M +$12M +9% 1.98% 1.9% 68 11.76%
HCM
4921
Hutner Capital Management
Vermont
$152M +$8.85M +6% 5.29% 53.7% 46 6.52%
CSA
4922
Cottage Street Advisors
Massachusetts
$152M +$45.4M +42% 6.26% 91.4% 92 21.74%
VLC
4923
Van Leeuwen & Company
New Jersey
$152M +$2.94M +2% 8.02% 75.4% 82 45.12%
OAP
4924
One Advisory Partners
Kansas
$152M +$6.28M +4% 3.85% 54.2% 34 41.18%
DLHL
4925
Donald L. Hagan LLC
Florida
$152M +$15.5M +11% 5.56% 47.9% 97 20.62%