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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
RA
2476
Rodgers & Associates
Pennsylvania
$654M -$10.1M -2% 5.54% 53.7% 95 6.32%
W
2477
Wealthquest
Ohio
$652M $0 0% 4.03% 52.1% 143 0%
OAM
2478
Ophir Asset Management
Australia
$651M -$179M -22% 18.3% 282% 37 29.73%
MIM
2479
Manitou Investment Management
Ontario, Canada
$651M +$27.3M +4% 1.73% 57.2% 46 6.52%
WCF
2480
West Coast Financial
California
$651M -$47.8M -7% 8.11% 22.2% 140 6.43%
OIM
2481
Opus Investment Management
Massachusetts
$651M -$48.5M -7% 1.46% 52.8% 98 9.18%
TCOT
2482
Trust Company of Toledo
Ohio
$651M -$18.3M -3% 1.77% 93.8% 201 6.47%
MGAM
2483
McGowan Group Asset Management
Texas
$651M +$81.6M +14% 3.22% 69.8% 131 16.03%
RIM
2484
Rockbridge Investment Management
New York
$650M -$28.6M -4% 5.14% 38.6% 871 14.7%
QA
2485
Quantitative Advantage
Minnesota
$650M +$3.43M +0.5% 3.21% 45.9% 92 21.74%
WC
2486
Whitney & Co
New York
$650M -$30.5M -4% 3.46% 93.2% 144 15.97%
AWA
2487
Amplius Wealth Advisors
Pennsylvania
$650M -$74.7M -10% 3.83% 54.7% 1,026 82.36%
WAM
2488
Warberg Asset Management
Illinois
$649M +$110M +20% 18.2% 65.3% 273 43.59%
FRM
2489
Foundation Resource Management
Arkansas
$648M +$134M +26% 20.5% 67.8% 53 5.66%
LC
2490
Lindbrook Capital
California
$648M -$9.06M -1% 3.7% 35.8% 2,692 25.41%
MBTD
2491
Mechanics Bank - Trust Department
California
$647M -$29.9M -4% 3.5% 67.2% 176 3.41%
BFM
2492
Blacksheep Fund Management
Ireland
$647M -$81.5M -11% 14.9% 71.5% 6 16.67%
PP
2493
Passaic Partners
New Jersey
$646M -$753M -54% 5.35% 53.2% 6 0%
FHC
2494
First Heartland Consultants
Missouri
$646M -$1.98B -75% 1.74% 55.2% 424 30.66%
PC
2495
Permanens Capital
New York
$645M +$10.4M +2% 4.36% 76.9% 46 8.7%
RPA
2496
Rose Park Advisors
Massachusetts
$644M -$957M -60% 39.8% 11.8% 1 0%
ACA
2497
Atlas Capital Advisors
Wyoming
$644M -$27.3M -4% 1.83% 985 13.81%
VCP
2498
Verus Capital Partners
Arizona
$643M 2.64% 139% 333
SM
2499
Skaana Management
New York
$643M +$18.9M +3% 24.1% 269% 222 52.7%
BCC
2500
Bain Capital Credit
Massachusetts
$642M -$42.2M -6% 12.4% 14.4% 22 59.09%