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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
KIM
2551
Kestrel Investment Management
California
$268M +$31.7M +13% 12.8% 82.9% 44 13.64%
CAM
2552
CG Asset Management
New York
$268M +$539K +0.2% 2.29% 62.7% 156 26.28%
MCM
2553
Monarch Capital Management
Indiana
$268M +$3.85M +1% 3.47% 65% 101 4.95%
AWM
2554
Avior Wealth Management
Nebraska
$268M +$12.6M +5% 3.42% 66% 530 16.98%
AIM
2555
Anchor Investment Management
South Carolina
$268M +$9.57M +4% 3.04% 59.4% 694 8.5%
FC
2556
Forte Capital
New York
$267M +$4.4M +2% 0.71% 98.3% 156 11.54%
LA
2557
Lexington Advisors
New York
$267M +$19.1M +8% 7.62% 27% 6 16.67%
SFM
2558
Signature Financial Management
Virginia
$266M +$19.4M +8% 3.87% 20.8% 144 19.44%
OIA
2559
Optimum Investment Advisors
Illinois
$266M -$264K -0.1% 3.18% 125% 305 15.74%
RI
2560
RTW Investments
New York
$266M -$65.2M -20% 5.89% 384% 39 25.64%
WC
2561
Whitney & Co
New York
$265M +$15.7M +6% 4.32% 81.3% 108 10.19%
BWFM
2562
Bridgewater Wealth & Financial Management
Maryland
$264M -$6.95M -3% 0.09% 30.8% 119 13.45%
SCC
2563
Second Curve Capital
Pennsylvania
$264M +$89.4M +51% 36.9% 160% 25 20%
EWM
2564
Edge Wealth Management
New York
$264M +$28.9M +12% 3.28% 61.6% 557 24.24%
IB
2565
Intrust Bank
Kansas
$264M +$12.8M +5% 5.86% 79.5% 363 11.85%
CCM
2566
Crestwood Capital Management
New York
$264M -$75.4M -22% 4.52% 129% 23 21.74%
MCM
2567
Mitchell Capital Management
Kansas
$263M -$3.86M -1% 3.05% 155% 66 19.7%
AFGI4KRSP
2568
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$263M +$39.1M +18% 17.5% 5.11% 1 0%
GJCM
2569
Grand Jean Capital Management
California
$263M +$28.4M +12% 5.2% 61.4% 39 15.38%
CCMINC
2570
Cardinal Capital Management Inc (North Carolina)
North Carolina
$263M +$7.64M +3% 3.37% 77.6% 120 5%
SAM
2571
Steinberg Asset Management
New York
$263M -$108M -29% 4.17% 114% 43 23.26%
ECM
2572
Exchange Capital Management
Michigan
$262M +$7.84M +3% 5.19% 57.8% 241 14.52%
SMC
2573
Smith, Moore & Co
Missouri
$262M +$13.5M +5% 2.2% 55.8% 230 12.61%
BMM
2574
Buffington Mohr McNeal
Idaho
$262M +$23.9M +10% 2.34% 29.3% 181 18.78%
LHC
2575
Levy Harkins & Co
New York
$262M +$8.85M +3% 5.99% 62.9% 20 0%