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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
ONGA
5676
O'Neil Global Advisors
California
$104M 23.5% 1,833% 61
MA
5677
Mangham Associates
Virginia
$104M -$829K -0.8% 5.58% 24.4% 5 0%
CP
5678
Clayton Partners
California
$104M 25.7% 109% 33
PSIWM
5679
Paradigm Strategies in Wealth Management
Minnesota
$103M 5.41% 37.9% 234
JC
5680
JCSD Capital
California
$103M +$14.3M +16% 18.5% 69 18.84%
MSS
5681
Mitchell Sinkler & Starr
Pennsylvania
$103M -$1.6M -2% 4.38% 72.2% 104 12.5%
AGP
5682
Akaris Global Partners
New York
$103M -$24.6M -19% 1.8% 35% 21 52.38%
HFAS
5683
Hummer Financial Advisory Services
Illinois
$103M +$7.77M +8% 6.64% 60.6% 107 7.48%
GCIG
5684
Grand Central Investment Group
Florida
$103M -$8.97M -8% 0.53% 41 17.07%
LWM
5685
Lionsbridge Wealth Management
Florida
$103M +$10M +11% 10.8% 66% 60 23.33%
DLDF
5686
Dan L. Duncan Foundation
Texas
$103M +$33.7M +49% 6.21% 11.8% 4 75%
PPG
5687
Peak Planning Group
Colorado
$103M +$14.5M +16% 4.34% 105% 76 21.05%
CCG
5688
Capital CS Group
California
$102M +$6.13M +6% 6.24% 22.5% 89 69.66%
FC
5689
Farley Capital
New York
$102M +$3.94M +4% 8.01% 105% 18 0%
MRL
5690
Mantle Ridge LP
New York
$102M -$1.89M -2% 1.8% 44.2% 1 0%
TIA
5691
Trust Investment Advisors
Indiana
$102M +$3.34M +3% 7.9% 167% 81 13.58%
MVA
5692
Mount Vernon Associates
Maryland
$102M +$6.66M +7% 8.79% 119% 56 1.79%
OFS
5693
OneAscent Financial Services
Alabama
$102M +$7.97M +9% 3.61% 63.8% 164 32.93%
AC
5694
AWH Capital
Texas
$102M +$1.58M +2% 41.9% 183% 40 37.5%
AWM
5695
Avondale Wealth Management
Texas
$102M +$15.3M +18% 2.74% 78.6% 111 17.12%
CWM
5696
CCG Wealth Management
California
$101M +$6.63M +7% 6.12% 82.6% 90 21.11%
FB
5697
First Bancorp
Maine
$101M 7.93% 73.8% 101
AWAP
5698
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$101M +$6.04M +6% 8.71% 68.1% 116 14.66%
MCM
5699
Magnolia Capital Management
New York
$101M +$4.16M +4% 5.76% 77.6% 46 0%
MPPLM
5700
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$101M -$61M -38% 6.03% 130% 125 46.4%