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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
MA
6876
Marquette Associates
Illinois
$99.5M 9.73% 33
CAIMH
6877
Central Asset Investments & Management Holdings
Hong Kong
$99.4M +$11.1M +13% 18.3% 3,210% 52 59.62%
UIA
6878
Ulland Investment Advisors
Minnesota
$99.2M +$8.23M +9% 11.9% 154% 238 19.75%
PFS
6879
Prospect Financial Services
New York
$99.2M 11.4% 69
SWM
6880
Seed Wealth Management
Illinois
$99.1M +$10.1M +11% 8.98% 58.4% 157 19.11%
LL
6881
LMDAGG LLC
California
$99.1M 32.4% 1
SWMG
6882
Sard Wealth Management Group
Georgia
$99.1M 11% 42
SFI
6883
Susquehanna Fundamental Investments
Pennsylvania
$98.8M -$1.44B -94% 24.1% 358 82.12%
PBT
6884
Pictet Bank & Trust
Bahamas
$98.7M +$5.56M +6% 11.3% 66.3% 43 0%
POIA
6885
Pin Oak Investment Advisors
Texas
$98.7M +$9.88M +11% 3.73% 62.7% 486 8.44%
MCM
6886
Moon Capital Management
New York
$98.6M +$15.7M +19% 7.93% 76.3% 15 33.33%
GSP
6887
Grafton Street Partners
Florida
$98.6M 20.8% 11
SPW
6888
Surience Private Wealth
Washington
$98.5M +$46.8M +91% 14% 168% 30 66.67%
KGC
6889
Kennon-Green & Company
Ohio
$98.4M -$2.42M -2% 5.89% 43.3% 44 2.27%
YEPI
6890
Yorktown Energy Partners IX
New York
$98.3M +$14.5M +17% 49.5% 67.3% 4 25%
RTC
6891
Riverview Trust Company
Washington
$98.3M -$14.5M -13% 12.2% 87.6% 675 85.48%
CCM
6892
Crew Capital Management
Ohio
$98.3M +$5.38M +6% 11% 104% 95 28.42%
SFC
6893
Sprinkle Financial Consultants
Colorado
$98.2M 10.6% 59
CC
6894
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 10.7% 102% 89 22.47%
CGF
6895
Constant Guidance Financial
Massachusetts
$98.1M +$22.4M +30% 7.2% 79.6% 29 48.28%
TPCM
6896
Templeton & Phillips Capital Management
Tennessee
$98.1M +$3.17M +3% 6.86% 74.3% 31 45.16%
OC
6897
Opinicus Capital
Florida
$98.1M 13.9% 97
CTA
6898
Camelot Technology Advisors
California
$98.1M 9.15% 59
CCG
6899
Coastwise Capital Group
California
$98M +$10.8M +12% 11.6% 88.8% 118 11.02%
LSC
6900
Lesa Sroufe & Co
Washington
$98M +$4.76M +5% 8.99% 70 12.86%