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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
TF
5026
Theory Financial
Colorado
$297M +$13.2M +5% 1.23% 54.5% 102 12.75%
BDA
5027
Borer Denton & Associates
Pennsylvania
$297M -$6.18M -2% 0.96% 44.2% 66 9.09%
DDSF
5028
Diana Davis Spencer Foundation
Maryland
$296M -$879K -0.3% 0.28% 13.4% 4 0%
JHWEPV
5029
J.H. Whitney Equity Partners VII
Connecticut
$296M -$111M -27% 7.89% 407% 1 0%
PH
5030
Pinnacle Holdings
Oklahoma
$296M +$9.14M +3% 3.12% 79.6% 273 18.32%
CL
5031
CRCM LP
California
$296M -$49.7M -14% 28.7% 13 38.46%
WI
5032
WrapManager Inc
California
$296M -$29.1M -9% 2.24% 64.6% 159 16.98%
TJHA
5033
Thomas J. Herzfeld Advisors
Florida
$296M +$3.89M +1% 4.83% 17.7% 122 27.05%
CCM
5034
Campbell Capital Management
Florida
$295M +$35.8M +14% 5.12% 59 45.76%
MCA
5035
Maryland Capital Advisors
Maryland
$295M +$16.1M +6% 1.78% 277 10.47%
POEH
5036
Post Oak Energy Holdings
Texas
$295M +$25.9M +10% 9.61% 64.6% 1 0%
TAP
5037
Tounjian Advisory Partners
Florida
$295M -$3.52M -1% 2.91% 170 24.12%
UHC
5038
Union Heritage Capital
Michigan
$295M -$13.1M -4% 2.43% 82.1% 63 4.76%
RWM
5039
RBA Wealth Management
California
$295M +$5.34M +2% 2.77% 77.7% 97 7.22%
ACA
5040
Acorn Capital Advisors
New York
$295M +$98.1M +50% 116% 21 4.76%
SGCM
5041
Sand Grove Capital Management
United Kingdom
$295M +$90.3M +44% 37.9% 410% 21 85.71%
GDADCM
5042
Groupe des Assurances du Credit Mutuel
France
$295M -$13.8M -4% 0.89% 8 75%
UBG
5043
United Bank (Georgia)
Georgia
$295M +$7.18M +2% 2.55% 81.2% 128 10.16%
SEM
5044
Strategic Equity Management
Arizona
$295M +$25M +9% 1.91% 70.3% 74 20.27%
NI
5045
NYL Investors
New York
$294M -$10M -3% 0.18% 12.7% 39 25.64%
NFG
5046
Norris Financial Group
South Carolina
$294M +$20.3M +7% 6.96% 142% 108 19.44%
GFG
5047
Greenbush Financial Group
New York
$294M +$33.5M +13% 2.2% 35 11.43%
AV
5048
Aspiring Ventures
Ohio
$294M +$542K +0.2% 1.95% 80 20%
EWA
5049
Encompass Wealth Advisors
Oregon
$294M +$153K +0.1% 3.02% 63.2% 111 10.81%
FPCG
5050
Forum Private Client Group
Indiana
$293M +$12.7M +5% 1.78% 47.9% 82 3.66%