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
DLDF
5526
Dan L. Duncan Foundation
Texas
$103M +$33.7M +49% 4
CCG
5527
Capital CS Group
California
$102M +$6.13M +6% 89
FC
5528
Farley Capital
New York
$102M +$3.94M +4% 18
MRL
5529
Mantle Ridge LP
New York
$102M -$1.89M -2% 1
TIA
5530
Trust Investment Advisors
Indiana
$102M +$3.34M +3% 81
MVA
5531
Mount Vernon Associates
Maryland
$102M +$6.66M +7% 56
OFS
5532
OneAscent Financial Services
Alabama
$102M +$7.97M +9% 164
AC
5533
AWH Capital
Texas
$102M +$1.58M +2% 40
AWM
5534
Avondale Wealth Management
Texas
$102M +$15.3M +18% 111
PC
5535
Plaisance Capital
Colorado
$102M -$20M -16% 59
CWM
5536
CCG Wealth Management
California
$101M +$6.63M +7% 90
FB
5537
First Bancorp
Maine
$101M 101
AWAP
5538
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$101M +$6.04M +6% 116
MCM
5539
Magnolia Capital Management
New York
$101M +$4.16M +4% 46
MPPLM
5540
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$101M -$61M -38% 125
TC
5541
Tsai Capital
New York
$101M +$1.44M +1% 21
GAA
5542
Green Alpha Advisors
Colorado
$101M +$18.4M +22% 113
OCA
5543
Otter Creek Advisors
Florida
$101M +$22.5M +29% 57
CI
5544
Centerstone Investors
New York
$101M -$2.8M -3% 23
GWM
5545
Greenhouse Wealth Management
Connecticut
$101M -$516K -0.5% 133
AL
5546
ADE LLC
Maryland
$101M -$23.3M -19% 333
BCM
5547
Beaumont Capital Management
Massachusetts
$101M +$659K +0.7% 42
AWG
5548
Altus Wealth Group
Colorado
$101M -$3.98M -4% 864
SSCA
5549
South Shore Capital Advisors
Massachusetts
$101M -$514K -0.5% 142
SCM
5550
Springhouse Capital Management
Connecticut
$100M -$3.34M -3% 26