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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
CCA
5176
Covey Capital Advisors
Georgia
$92.7M +$8.26M +10% 15.9% 118% 32 12.5%
PA
5177
Paragon Advisors
Texas
$92.7M 4.56% 109% 61
WMRU
5178
William Marsh Rice University
Texas
$92.7M -$11.9M -11% 10.7% 4.44% 3 0%
DLDF
5179
Dan L. Duncan Foundation
Texas
$92.6M 3.45% 11.8% 4
HFAS
5180
Hummer Financial Advisory Services
Illinois
$92.6M 6.91% 60.6% 102
RCA
5181
Reitz Capital Advisors
Michigan
$92.5M +$4.42M +5% 4.84% 11% 40 10%
NISOA
5182
National Investment Services of America
Wisconsin
$92.5M 6.31% 79
TBNY
5183
Trustco Bank (New York)
New York
$92.3M +$1.4M +2% 8.77% 131% 69 1.45%
BCM
5184
Breiter Capital Management
Florida
$92.2M +$16.2M +21% 9.1% 109% 91 17.58%
SAM
5185
Stringer Asset Management
Tennessee
$92M +$457K +0.5% 4.75% 16.4% 25 20%
MAG
5186
Millrace Asset Group
Pennsylvania
$91.9M +$6.65M +8% 17.6% 113% 81 40.74%
GCM
5187
Gunderson Capital Management
South Carolina
$91.5M -$9.54M -9% 16.2% 947% 63 41.27%
CSPIA
5188
Cary Street Partners Investment Advisory
Virginia
$91.3M 6.86% 84.1% 122
WW
5189
Westshore Wealth
California
$90.8M 5.52% 58.8% 72
AM
5190
Account Management
Massachusetts
$90.7M +$3.16M +4% 7.07% 87.4% 23 4.35%
LBA
5191
Lowell Blake & Associates
Massachusetts
$90.5M 7.62% 44.2% 58
NED
5192
Nancy E. Dempze
$90.3M +$7.72M +9% 7.83% 83.1% 68 5.88%
HS
5193
Horan Securities
United States
$90.1M +$311K +0.3% 6.59% 50.1% 255 87.45%
AWM
5194
Alterna Wealth Management
Texas
$90M +$5.47M +6% 6.81% 48% 138 33.33%
ECA
5195
Elevated Capital Advisors
Utah
$90M 4.02% 46% 119
SCA
5196
Sippican Capital Advisors
Massachusetts
$89.9M +$7.19M +9% 9.99% 90.1% 107 3.74%
KDIA
5197
KPCB DGF II Associates
California
$89.9M 10.2% 2.08% 2
MPM
5198
Mountaineer Partners Management
New York
$89.8M -$9.51M -10% 12.4% 158% 16 37.5%
SWM
5199
Sanctuary Wealth Management
Idaho
$89.8M -$9.07M -9% 6.68% 28 10.71%
ACP
5200
Amadeus Capital Partners
United Kingdom
$89.5M 13.5% 1