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
5076
Michael & Susan Dell Foundation
New York
$166M +$27.4M +20% 5
JHWEPV
5077
J.H. Whitney Equity Partners VII
Connecticut
$166M -$194M -54% 1
DWMG
5078
DB Wealth Management Group
California
$166M -$3.13M -2% 406
TCMP
5079
Thrive Capital Management (Pennsylvania)
Pennsylvania
$166M +$12.2M +8% 119
GIA
5080
G2VP I Associates
California
$166M -$13.6M -8% 1
CSB
5081
City State Bank
Iowa
$166M +$3.25M +2% 718
SAM
5082
Scion Asset Management
California
$165M +$91M +122% 17
TCB
5083
Texas Capital Bancshares
Texas
$165M -$1.77M -1% 91
SSCM
5084
Summit Street Capital Management
New York
$165M +$4.95M +3% 32
FNBOSM
5085
First National Bank of South Miami
Florida
$165M +$6K +0% 361
TFA
5086
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 38
FMB
5087
Field & Main Bank
Kentucky
$165M -$8.19M -5% 236
OCM
5088
Orion Capital Management
California
$165M -$10.8M -6% 419
SCM
5089
Solas Capital Management
Connecticut
$165M +$24.9M +18% 31
FFC
5090
First Financial Corp
Indiana
$165M +$1.4M +0.9% 365
TCM
5091
Trybe Capital Management
Connecticut
$165M -$24.6M -13% 11
SIC
5092
Samalin Investment Counsel
New York
$165M -$1.6M -1% 273
MWM
5093
Midwest Wealth Management
Indiana
$165M +$4.88M +3% 104
GB
5094
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 73
PWM
5095
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 107
FLC
5096
Fifth Lane Capital
Texas
$165M -$5.79M -3% 459
SFA
5097
Seneca Financial Advisors
New York
$165M -$4.35M -3% 51
IAG
5098
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 133
AIA
5099
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 115
JPLA
5100
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 484