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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 Avg Holding
Period (Yrs)
MCM
5326
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 2.81% 59.3% 82 8.54% 5.2
Cordant Inc
5327
Cordant Inc
Oregon
$161M -$9.17M -5% 3.25% 47% 1,429 95.8% 0.1
MBA Advisors
5328
MBA Advisors
Pennsylvania
$161M +$81K +0.1% 2.52% 58.3% 160 12.5% 0.8
DC
5329
Dryden Capital
Florida
$161M +$21.4M +15% 0.23% – 59 18.64% 0.2
West Bancorporation
5330
West Bancorporation
Iowa
$161M +$34M +27% 3.62% 64.4% 345 16.23% 1.5
FourWorld Capital Management
5331
FourWorld Capital Management
New York
$161M – – 18.3% 132% 16 – 0
HLC
5332
Hunt Lane Capital
New York
$161M -$83M -34% 18.7% 3.59% 23 52.17% 1.3
SVB Investment Services
5333
SVB Investment Services
Utah
$161M +$10.8M +7% 4.54% – 44 15.91% 1.8
Resurgent Financial Advisors
5334
Resurgent Financial Advisors
Georgia
$161M +$35.7M +28% 2.43% 86.4% 203 41.38% 0.2
RFG Holdings
5335
RFG Holdings
Texas
$161M -$29.8M -16% 2.73% 72.3% 34 41.18% 0.9
JVL Associates
5336
JVL Associates
Michigan
$161M +$1.04M +0.6% 5.72% 81% 42 14.29% 3.2
Kennedy Lewis Management
5337
Kennedy Lewis Management
New York
$161M +$11M +7% 1.83% 70.2% 33 51.52% 0.2
Orleans Capital Management
5338
Orleans Capital Management
Louisiana
$161M -$15.1M -9% 0.56% 94.6% 88 14.77% 1.7
JLP Asset Management
5339
JLP Asset Management
New York
$161M -$43.3M -21% 7.45% 16.1% 31 35.48% 2.2
KLC
5340
Kent Lake Capital
Nevada
$161M -$32.1M -17% 2.44% 92.1% 59 71.19% 0.4
Ledge Wealth Management
5341
Ledge Wealth Management
Minnesota
$161M – – 1.97% – 72 – 0
Castleview Partners
5342
Castleview Partners
Texas
$161M – – 0.13% 61.3% 749 – 0.8
Clarus Wealth Advisors
5343
Clarus Wealth Advisors
Arizona
$161M -$13.1M -8% 2.58% 89.7% 128 33.59% 1.7
One Charles Private Wealth Services
5344
One Charles Private Wealth Services
Massachusetts
$161M -$15.8M -9% 6.56% 99.7% 127 18.9% 0.8
Concentrum Wealth Management
5345
Concentrum Wealth Management
California
$161M -$31.2M -16% 11.6% 174% 68 23.53% 1.7
Byrne Asset Management
5346
Byrne Asset Management
New Jersey
$161M +$6.11M +4% 3.78% 126% 576 16.49% 0.2
Mezzasalma Advisors
5347
Mezzasalma Advisors
New Jersey
$160M -$25.9M -14% 3.93% 203% 99 10.1% 1.1
RWG
5348
Regal Wealth Group
California
$160M -$17.1M -10% 5.49% 17% 54 11.11% 4.8
S.A. Mason
5349
S.A. Mason
Michigan
$160M -$5.8M -3% 4.09% 116% 335 5.37% 1.9
Pinz Capital Management
5350
Pinz Capital Management
New York
$160M -$99.3M -38% 1.36% 199% 409 78.24% 0.2