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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
MSDF
6526
Michael & Susan Dell Foundation
New York
$82.4M -$4.64M -5% 5.33% 238% 2 0%
BCM
6527
Barrier Capital Management
California
$82.4M -$13.2M -14% 5.09% 216% 19 42.11%
OC
6528
One01 Capital
California
$82.3M -$10.2M -11% 0.62% 123% 25 52%
TA
6529
TFB Advisors
Kansas
$82.3M -$147M -64% 1.45% 80.4% 241 60.58%
CWM
6530
ClientFirst Wealth Management
Arkansas
$82.3M -$1.81M -2% 0.91% 34 11.76%
TWS
6531
Thomas W. Smith
$82M -$4.51M -5% 4.21% 6 0%
GEH
6532
General Equity Holdings
New York
$81.9M +$14.4M +21% 44.7% 775% 6 0%
FDC
6533
Flight Deck Capital
California
$81.9M -$30.8M -27% 1.09% 379% 18 50%
FWM
6534
Fingerlakes Wealth Management
New York
$81.8M -$5.52M -6% 4.6% 80.2% 86 5.81%
NCPI
6535
NewView Capital Partners I
California
$81.8M -$32.1M -28% 25.6% 20.8% 3 0%
SIM
6536
Strategic Investment Management
Virginia
$81.7M -$9.86M -11% 0.27% 53.3% 11 0%
SVGI
6537
Sozo Ventures GP II
California
$81.5M +$3.83M +5% 4.93% 8.44% 1 0%
BAG
6538
Bridgewealth Advisory Group
California
$81.4M +$19.9M +32% 1.06% 39.1% 68 22.06%
ACM
6539
Alethea Capital Management
Washington
$81.4M -$12.1M -13% 7.12% 275% 70 54.29%
JAM
6540
JLP Asset Management
New York
$81.4M -$9M -10% 7.85% 16.1% 22 9.09%
CPI
6541
Crestview Partners IV
New York
$81.3M +$5.68M +8% 7.52% 106% 2 0%
KIA
6542
Kraematon Investment Advisors
Massachusetts
$81.2M -$9.77M -11% 4.34% 80.5% 87 12.64%
FCG
6543
Financial Connections Group
California
$81.1M -$71.4M -47% 3.51% 44.4% 254 47.64%
LG
6544
Lane Generational
Massachusetts
$81M +$11.2M +16% 1.79% 148% 35 14.29%
MAG
6545
Millrace Asset Group
Pennsylvania
$81M -$14.5M -15% 7.43% 113% 78 60.26%
TDC
6546
Thompson Davis & Co
Virginia
$80.9M -$7.45M -8% 4.05% 188% 143 35.66%
AL
6547
ACAS LLC
California
$80.8M +$6.51M +9% 3.94% 82 9.76%
CWA
6548
Clearview Wealth Advisors
Oregon
$80.8M -$17.7M -18% 3.72% 45.2% 699 85.26%
ITVII
6549
IDG Technology Venture Investment IV
Hong Kong
$80.6M -$42.7M -35% 4.66% 420% 3 0%
LGG
6550
Luts & Greenleigh Group
Maryland
$80.6M -$497K -0.6% 1.55% 66 13.64%