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
MVA
5526
Mount Vernon Associates
Maryland
$102M +$6.66M +7% 56
OFS
5527
OneAscent Financial Services
Alabama
$102M +$7.97M +9% 164
AC
5528
AWH Capital
Texas
$102M +$1.58M +2% 40
AWM
5529
Avondale Wealth Management
Texas
$102M +$15.3M +18% 111
PC
5530
Plaisance Capital
Colorado
$102M -$20M -16% 59
CWM
5531
CCG Wealth Management
California
$101M +$6.63M +7% 90
FB
5532
First Bancorp
Maine
$101M 101
AWAP
5533
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$101M +$6.04M +6% 116
MCM
5534
Magnolia Capital Management
New York
$101M +$4.16M +4% 46
MPPLM
5535
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$101M -$61M -38% 125
TC
5536
Tsai Capital
New York
$101M +$1.44M +1% 21
GAA
5537
Green Alpha Advisors
Colorado
$101M +$18.4M +22% 113
OCA
5538
Otter Creek Advisors
Florida
$101M +$22.5M +29% 57
CI
5539
Centerstone Investors
New York
$101M -$2.8M -3% 23
GWM
5540
Greenhouse Wealth Management
Connecticut
$101M -$516K -0.5% 133
AL
5541
ADE LLC
Maryland
$101M -$23.3M -19% 333
BCM
5542
Beaumont Capital Management
Massachusetts
$101M +$659K +0.7% 42
AWG
5543
Altus Wealth Group
Colorado
$101M -$3.98M -4% 864
SSCA
5544
South Shore Capital Advisors
Massachusetts
$101M -$514K -0.5% 142
SCM
5545
Springhouse Capital Management
Connecticut
$100M -$3.34M -3% 26
PSCM
5546
Prince Street Capital Management
New York
$100M +$846K +0.9% 23
CCM
5547
Crew Capital Management
Ohio
$100M 97
FRGX
5548
First Reserve GP XIII
Connecticut
$99.8M +$16.6M +20% 1
CCM
5549
Coe Capital Management
Illinois
$99.6M +$8.13M +9% 116
GAM
5550
GVO Asset Management
Switzerland
$99.3M -$42.2M -30% 69