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
CT
4351
Clearstead Trust
Maine
$136M +$8.21M +6% 211
MIM
4352
Mittleman Investment Management
New York
$136M -$3.46M -2% 7
PSC
4353
Piper Sandler & Co
Minnesota
$136M +$21.2M +18% 33
UOMF
4354
University of Maryland Foundation
Maryland
$136M 8
BA
4355
Ballast Advisors
Minnesota
$136M 163
SL
4356
SIB LLC
New York
$136M -$5.13M -4% 26
EI
4357
Ethic Inc
New York
$136M 225
ACH
4358
Axis Capital Holdings
Bermuda
$136M +$10.6M +8% 2
CA
4359
Centerpoint Advisors
Massachusetts
$136M +$10M +8% 295
FC
4360
Fore Capital
New York
$136M -$29.1M -18% 75
MFG
4361
Monte Financial Group
Connecticut
$136M +$11.8M +10% 72
AWM
4362
Aprio Wealth Management
Georgia
$136M 69
3F
4363
360 Financial
Minnesota
$136M 65
CCA
4364
Cruiser Capital Advisors
Connecticut
$136M +$3.27M +2% 27
KCM
4365
Knoll Capital Management
Florida
$135M +$26.2M +24% 24
OWA
4366
One Wealth Advisors
California
$135M +$21M +18% 137
GIM
4367
Groesbeck Investment Management
New Jersey
$135M +$1.89M +1% 107
AGFIA
4368
Accel Growth Fund IV Associates
California
$135M 2
GWAG
4369
Garrett Wealth Advisory Group
Texas
$135M -$7.65M -5% 776
TFGT
4370
TS Financial Group (TSFG)
Illinois
$135M +$4.42M +3% 857
LCC
4371
Lincoln Capital Corp
Rhode Island
$135M +$16.6M +14% 53
MWC
4372
MBM Wealth Consultants
Missouri
$135M +$7.62M +6% 224
FFG
4373
Fortem Financial Group
California
$135M +$17.6M +15% 134
CPC
4374
Congress Park Capital
New York
$135M +$15.7M +13% 96
OCM
4375
Ovata Capital Management
Hong Kong
$135M 32