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
PD
5226
Planning Directions
Pennsylvania
$130M -$11.9M -8% 79
RCA
5227
Ranch Capital Advisors
Florida
$130M -$21M -14% 165
MSDF
5228
Michael & Susan Dell Foundation
New York
$130M -$35.6M -21% 5
CFC
5229
Client First Capital
California
$130M -$18.5M -12% 25
CASB
5230
Cape Ann Savings Bank
Massachusetts
$130M -$21.9M -14% 86
SAM
5231
Soditic Asset Management
United Kingdom
$130M -$38.9M -23% 18
OCA
5232
Offit Capital Advisors
New York
$130M -$84.3M -39% 2
HCM
5233
Highview Capital Management
Illinois
$130M -$25.5M -16% 110
GF
5234
Gates Foundation
Washington
$130M -$55.9M -30% 11
SHFP
5235
Second Half Financial Partners
Florida
$130M $0 0% 60
PAG
5236
Powers Advisory Group
Illinois
$130M -$13.7M -10% 93
SC
5237
Saiph Capital
New Jersey
$130M -$17.8M -12% 47
BSI
5238
Bennett Selby Investments
Maine
$130M -$36.2M -22% 63
TPWM
5239
Twelve Points Wealth Management
Massachusetts
$130M -$4.08M -3% 179
GIA
5240
Goodwin Investment Advisory
Georgia
$130M -$16.1M -11% 236
LAIC
5241
Lederer & Associates Investment Counsel
California
$130M -$33.5M -21% 91
HFS
5242
Horizon Financial Services
North Carolina
$130M -$27.2M -17% 61
CCP
5243
Cunning Capital Partners
North Carolina
$130M -$15.6M -11% 70
PSC
5244
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 76
WI
5245
WJ Interests
Texas
$130M 17
WR
5246
WD Rutherford
Oregon
$129M -$45.5M -26% 146
BTIM
5247
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 58
VW
5248
Vance Wealth
California
$129M +$50.3M +64% 68
SVBP
5249
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 20
EWG
5250
Executive Wealth Group
Washington
$129M -$23.3M -15% 48