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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)
OneAscent Investment Solutions
7726
OneAscent Investment Solutions
Alabama
$84.2M – – 0.35% – 115 – 0
Wedgewood Investors
7727
Wedgewood Investors
Pennsylvania
$84.2M -$655K -0.8% 1.31% – 102 10.78% 7.5
AOG
7728
Alpha Omega Group
Virginia
$84.1M -$766K -0.9% 1.96% 16.1% 22 18.18% 2.5
Diametric Capital
7729
Diametric Capital
Massachusetts
$84.1M -$64M -43% 4.71% 175% 410 75.12% 0.5
AC
7730
Athos Capital
Hong Kong
$84.1M -$137M -62% 10.2% 110% 50 36% 0.8
Superstring Capital Management
7731
Superstring Capital Management
New York
$84M -$31.4M -27% 1.98% – 53 62.26% 0.4
AJU IB Investment Company
7732
AJU IB Investment Company
South Korea
$84M -$18.7M -18% 17.5% – 8 0% 3.3
RCP
7733
RPM Capital Partners
New York
$83.8M -$22.9M -21% 21.5% 8.37% 1 0% 1.3
Cypress Capital Management (Wyoming)
7734
Cypress Capital Management (Wyoming)
Wyoming
$83.7M -$3.67M -4% 2.98% 206% 173 19.08% 4.2
Chung Wu Investment Group
7735
Chung Wu Investment Group
Texas
$83.7M -$15.6M -16% 0.8% – 96 48.96% 0.2
Martin Capital Partners
7736
Martin Capital Partners
Oregon
$83.6M -$675K -0.8% 2.41% 42.3% 60 6.67% 4.6
Diker Management
7737
Diker Management
New York
$83.6M -$31.8M -28% 7.57% 210% 45 48.89% 2.8
Brandywine Managers
7738
Brandywine Managers
Delaware
$83.4M -$11.5M -12% 3.74% 96.3% 37 5.41% 4
BXM Wealth
7739
BXM Wealth
Colorado
$83.2M +$11.8M +17% 3.4% – 110 19.09% 0.2
Sageworth Trust Company of South Dakota
7740
Sageworth Trust Company of South Dakota
South Dakota
$83.2M +$4.12M +5% 1.64% 75.9% 51 17.65% 2.4
LDR Capital Management
7741
LDR Capital Management
New York
$82.9M +$9.06M +12% 0.45% 28.4% 38 39.47% 1.7
OPL
7742
Orland Properties Ltd
British Virgin Islands
$82.9M +$14.2M +21% 31% 77.6% 7 0% 2.5
Armstrong Fleming & Moore
7743
Armstrong Fleming & Moore
District of Columbia
$82.6M -$82.4M -50% 1.97% 135% 156 88.46% 0.4
MCS
7744
Mercuria Capital Strategies
Texas
$82.6M -$184M -69% 11.5% – 14 71.43% 0.2
DCM
7745
Dilation Capital Management
New York
$82.3M -$26.1M -24% 6.61% – 23 47.83% 0.2
BLKBRD Asset Management
7746
BLKBRD Asset Management
Connecticut
$82.3M +$60.8M +284% 3.08% – 27 96.3% 0
Raffles Associates
7747
Raffles Associates
New York
$82.1M -$10.7M -12% 4.53% 50% 51 19.61% 3.1
Medici Capital
7748
Medici Capital
California
$82.1M +$1.45M +2% 9.47% 127% 19 36.84% 0.7
CG
7749
Curat Global
New Hampshire
$82.1M – – 1.65% – 304 – 0
Red Mountain Financial
7750
Red Mountain Financial
Colorado
$82M -$11M -12% 0.63% – 64 3.13% 1.1