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
IPW
5151
IronBridge Private Wealth
Texas
$133M -$28.7M -18% 47
WMRU
5152
William Marsh Rice University
Texas
$133M -$55.4M -29% 10
CSA
5153
Cottage Street Advisors
Massachusetts
$133M -$34.7M -21% 112
SL
5154
SIB LLC
New York
$133M -$29.5M -18% 19
FDC
5155
Flight Deck Capital
California
$133M -$20.9M -14% 26
DCM
5156
Delta Capital Management
New Jersey
$133M -$17.3M -12% 81
BIP
5157
Bouvel Investment Partners
Pennsylvania
$133M -$31.2M -19% 70
LCM
5158
LRT Capital Management
Texas
$133M -$23.5M -15% 85
MC
5159
Mayar Capital
United Kingdom
$133M +$19.1M +17% 15
BHBT
5160
Burke & Herbert Bank & Trust
Virginia
$133M -$24.7M -16% 143
HFA
5161
Harbert Fund Advisors
Alabama
$133M -$60.9M -31% 53
LHA
5162
Little Harbor Advisors
Massachusetts
$132M -$40.3M -23% 2
TCB
5163
Texas Capital Bancshares
Texas
$132M -$32.9M -20% 86
GCM
5164
Gables Capital Management
Florida
$132M -$27M -17% 361
CTFG
5165
Capstone Triton Financial Group
Oklahoma
$132M -$10.9M -8% 113
BAM
5166
Beaumont Asset Management
Texas
$132M -$15.7M -11% 75
AWM
5167
AAF Wealth Management
Massachusetts
$132M -$19.6M -13% 36
MAS
5168
Madden Advisory Services
Florida
$132M -$15.1M -10% 83
QAM
5169
Q3 Asset Management
Michigan
$132M -$85.1M -39% 61
WSL
5170
Western Standard LLC
California
$132M +$26.6M +25% 37
OPOWM
5171
One Plus One Wealth Management
Florida
$132M -$19M -13% 109
ACA
5172
Aspire Capital Advisors
Washington
$132M +$26.7M +25% 49
OPWM
5173
Oxinas Partners Wealth Management
Indiana
$132M -$27.9M -17% 122
PL
5174
Protective Life
Alabama
$132M +$20.8M +19% 19
IDBONY
5175
Israel Discount Bank of New York
New York
$132M -$20.6M -14% 89