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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)
Copperleaf Capital
6901
Copperleaf Capital
North Carolina
$98.2M +$5.74M +6% 10.7% 102% 89 22.47% 1.7
Constant Guidance Financial
6902
Constant Guidance Financial
Massachusetts
$98.1M +$22.4M +30% 7.2% 79.6% 29 48.28% 0.1
Templeton & Phillips Capital Management
6903
Templeton & Phillips Capital Management
Tennessee
$98.1M +$3.17M +3% 6.86% 74.3% 31 45.16% 0.6
Opinicus Capital
6904
Opinicus Capital
Florida
$98.1M – – 13.9% – 97 – 0
CTA
6905
Camelot Technology Advisors
California
$98.1M – – 9.15% 71% 59 – 0
Coastwise Capital Group
6906
Coastwise Capital Group
California
$98M +$10.8M +12% 11.6% 88.8% 118 11.02% 1.3
Lesa Sroufe & Co
6907
Lesa Sroufe & Co
Washington
$98M +$4.76M +5% 8.99% – 70 12.86% 4.8
Blodgett Wealth Advisors
6908
Blodgett Wealth Advisors
California
$98M +$6.83M +7% 13.5% 150% 63 11.11% 1.6
SIG Growth Equity Funds Partnership
6909
SIG Growth Equity Funds Partnership
Delaware
$97.9M – – 14.9% – 1 – 0
Mountain Lake Investment Management
6910
Mountain Lake Investment Management
Florida
$97.8M -$26.8M -22% 2.28% 64% 19 26.32% 2.1
8VC GP I
6911
8VC GP I
Texas
$97.7M – – 4% – 3 – 0
University of Notre Dame du Lac
6912
University of Notre Dame du Lac
Indiana
$97.7M +$14M +17% 11.2% – 2 50% 0.6
Aldebaran Capital
6913
Aldebaran Capital
Indiana
$97.7M -$440K -0.4% 3.75% 80.4% 34 11.76% 0.9
Foresight Capital Management Advisors
6914
Foresight Capital Management Advisors
Michigan
$97.6M – – 10.1% – 65 – 0.8
Centerstone Investors
6915
Centerstone Investors
New York
$97.6M -$249K -0.3% 11.1% 73.7% 27 18.52% 3.1
Kuhn & Co Investment Counsel
6916
Kuhn & Co Investment Counsel
Illinois
$97.6M – – 10.9% – 124 – 0
Marest Capital
6917
Marest Capital
California
$97.6M – – 12.3% 84.5% 17 – 0
Meridian Financial Partners
6918
Meridian Financial Partners
Virginia
$97.5M -$170K -0.2% 9.55% 80.8% 54 11.11% 2.4
Bey-Douglas LLC
6919
Bey-Douglas LLC
Georgia
$97.5M – – 12.8% – 36 – 0
Founders Circle Capital
6920
Founders Circle Capital
California
$97.5M +$10M +11% 24.7% 28% 8 0% 2.3
Columbia Advisory Partners
6921
Columbia Advisory Partners
Washington
$97.3M +$5.54M +6% 9.31% 69.7% 77 31.17% 1.1
OxenFree Capital
6922
OxenFree Capital
Florida
$97.3M – – 10% 56.4% 38 – 0
Arbor Wealth Advisors
6923
Arbor Wealth Advisors
Michigan
$97.2M – – 8.28% 58.7% 43 – 0
Inspire Trust Company
6924
Inspire Trust Company
Nevada
$97M – – 10.4% – 93 – 0
TCG Capital Management
6925
TCG Capital Management
California
$96.8M +$1M +1% 1.05% 45.7% 1 0% 1