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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
RHDIC
5726
R.H. Dinel Investment Counsel
California
$111M -$18.9M -15% 11.8% 34.1% 55 5.45%
DAM
5727
Diamant Asset Management
Connecticut
$111M -$19.5M -15% 11.9% 66.9% 68 4.41%
MCMI
5728
Matrix China Management IV
Cayman Islands
$111M +$14.5M +15% 15% 1 0%
WAM
5729
Walker Asset Management
Missouri
$111M -$13.6M -11% 10.4% 75.9% 96 10.42%
BFA
5730
Buttonwood Financial Advisors
Maryland
$111M +$4K +0% 13.7% 66.3% 75 16%
WFA
5731
Wells Financial Advisors
Massachusetts
$111M -$9.03M -8% 13.4% 54% 58 3.45%
CCA
5732
Cottonwood Capital Advisors
Utah
$111M -$15.7M -12% 12.6% 78.3% 107 16.82%
MHB
5733
Midwest Heritage Bank
Iowa
$111M -$16.9M -13% 12.5% 50% 73 21.92%
VI
5734
Visa Inc
California
$111M -$40.4M -27% 26.7% 4 0%
AC
5735
Apogem Capital
New York
$111M -$35.7M -24% 18.9% 213 47.89%
MA
5736
MAS Advisors
Florida
$111M -$20.4M -16% 14.6% 47.9% 104 27.88%
BCP
5737
Bluegrass Capital Partners
Florida
$110M -$34.6M -24% 15.1% 60.1% 14 14.29%
MJB
5738
Mark J. Bradley
$110M -$29.8M -21% 16.9% 49 8.16%
PC
5739
Pavadi Capital
New York
$110M -$3.18M -3% 10.5% 26 19.23%
CWG
5740
Crown Wealth Group
North Carolina
$110M -$33.3M -23% 13.3% 86.2% 105 41.9%
DEM
5741
Disciplined Equity Management
Florida
$110M +$10.4M +10% 11.8% 67.6% 66 37.88%
AA
5742
Atmos Advisory
Pennsylvania
$110M -$10.4M -9% 10.2% 30.2% 21 0%
SCA
5743
Sandy Cove Advisors
Massachusetts
$110M -$10.2M -9% 13.1% 78% 427 82.44%
CI
5744
Carroll Investors
South Carolina
$110M -$46.4M -30% 27.6% 241% 182 82.97%
MMX
5745
MV Management XI
California
$110M -$34M -24% 21% 4 0%
OF
5746
Outfitter Financial
Maine
$110M -$20.7M -16% 12.7% 95.9% 90 5.56%
MCA
5747
Magnolia Capital Advisors
Mississippi
$110M -$145M -57% 12.8% 78.7% 201 38.31%
CRIG
5748
Charter Research & Investment Group
Connecticut
$110M -$13.3M -11% 8.7% 82.3% 85 12.94%
JHWEPV
5749
J.H. Whitney Equity Partners VII
Connecticut
$110M -$56M -34% 33.7% 407% 1 0%
PSC
5750
Piper Sandler & Co
Minnesota
$110M -$22.2M -17% 0.23% 0.04% 54 37.04%