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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
MMX
4976
MV Management XI
California
$138M +$28M +25% 32.9% 4 0%
TFA
4977
Trinity Financial Advisors
Ohio
$138M +$2.26M +2% 6.32% 69.5% 70 67.14%
SW
4978
StrongBox Wealth
Missouri
$138M -$16.7M -11% 4.82% 57.8% 84 8.33%
SP
4979
Successful Portfolios
Florida
$138M -$10.7M -7% 4.86% 101% 192 9.38%
SAM
4980
Stewart Asset Management
New York
$138M +$12.4M +10% 5.84% 42.5% 30 23.33%
ICP
4981
Indus Capital Partners
New York
$138M -$33.5M -20% 12.9% 115% 29 51.72%
IVMX
4982
Institutional Venture Management XIII
California
$138M -$40.4M -23% 16.1% 4 0%
TL
4983
Tradewinds LLC
North Carolina
$138M -$9.39M -6% 3.19% 120 13.33%
CCM
4984
Cox Capital Management
Massachusetts
$138M -$8.95M -6% 6.94% 95.3% 69 1.45%
HG
4985
Harbor Group
New Hampshire
$138M +$1.49M +1% 3.96% 41.4% 55 16.36%
CC
4986
Carrhae Capital
United Kingdom
$137M +$18.9M +16% 6.33% 159% 23 56.52%
QAM
4987
Q3 Asset Management
Michigan
$137M +$5.36M +4% 1.25% 96.4% 63 71.43%
MRI
4988
Mad River Investors
Massachusetts
$137M +$9.41M +7% 9.29% 206% 27 3.7%
CI
4989
Cordant Inc
Oregon
$137M -$6.07M -4% 6.94% 47% 70 24.29%
MWM
4990
MBE Wealth Management
Wisconsin
$137M -$6.27M -4% 5.34% 60.9% 64 12.5%
OWA
4991
Opal Wealth Advisors
New York
$137M -$14.2M -9% 3.74% 55.6% 120 24.17%
GPC
4992
Guardian Point Capital
Virginia
$137M -$45.1M -25% 0.42% 128% 11 18.18%
LAS
4993
Lloyd Advisory Services
Georgia
$137M +$8.54M +7% 4.13% 80 65%
RBC
4994
Rye Brook Capital
Connecticut
$137M -$27.3M -17% 6.12% 67.3% 23 13.04%
SFS
4995
Solitude Financial Services
Virginia
$137M -$5.66M -4% 6.13% 55.4% 44 0%
SIC
4996
Sterling Investment Counsel
New York
$137M +$5.87M +4% 5% 82.8% 153 15.69%
CIM
4997
Chapman Investment Management
California
$137M -$8.02M -6% 2.32% 44% 46 21.74%
SFP
4998
Sandbox Financial Partners
Maryland
$137M -$3.62M -3% 1.8% 69.6% 91 12.09%
SST
4999
S Squared Technology
New York
$137M -$7.75M -5% 1.04% 138% 35 5.71%
WAM
5000
Worth Asset Management
Texas
$137M -$9.61M -7% 0.54% 115% 591 26.73%