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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
WCF
2576
West Coast Financial
California
$520M +$77M +17% 20.3% 22.2% 121 15.7%
NOCM
2577
Night Owl Capital Management
Connecticut
$520M +$39.2M +8% 11.5% 162% 31 3.23%
VIMU
2578
Veritas Investment Management (UK)
United Kingdom
$519M +$74M +17% 12.6% 151% 34 0%
LPC
2579
Lion Point Capital
New York
$519M +$63.3M +14% 43.1% 319% 29 34.48%
TP
2580
TenCore Partners
New York
$519M +$65.7M +14% 7.14% 50.4% 14 21.43%
CSPIA
2581
Cary Street Partners Investment Advisory
Virginia
$519M +$46.5M +10% 12.6% 84.1% 1,014 68.74%
BC
2582
Bruce & Co
Illinois
$519M +$35.9M +7% 14.5% 94.5% 40 2.5%
CCFM
2583
Clear Creek Financial Management
Washington
$519M -$1.69B -76% 14.1% 81% 343 89.8%
DF
2584
Donoghue Forlines
Massachusetts
$518M +$153M +42% 17.7% 199% 307 81.76%
VCM
2585
Violich Capital Management
California
$517M +$42.9M +9% 11.8% 100% 117 13.68%
DSC
2586
Duncker Streett & Co
Missouri
$517M +$58.8M +13% 12.9% 90.9% 573 14.66%
TWM
2587
Tradition Wealth Management
Minnesota
$516M 13.6% 69.6% 1,138
TIM
2588
Total Investment Management
Arizona
$516M +$170M +49% 12.6% 38.3% 51 15.69%
MC
2589
Minot Capital
Colorado
$515M +$112M +28% 21.6% 19.6% 15 13.33%
AIC
2590
Ameritas Investment Company
Nebraska
$515M +$196M +62% 14% 55.2% 449 32.29%
AC
2591
Adelphi Capital
United Kingdom
$515M +$461K +0.1% 6.94% 3 0%
TCOT
2592
Trust Company of Toledo
Ohio
$515M +$68.1M +15% 9.64% 93.8% 188 7.98%
MI
2593
MMCAP International
Cayman Islands
$515M +$124M +32% 12% 184% 177 87.57%
DAC
2594
Dividend Assets Capital
South Carolina
$515M +$93.9M +22% 10.9% 67.4% 584 68.49%
AF
2595
Arrow Financial
New York
$514M +$41.4M +9% 11.5% 66.5% 319 7.21%
BL
2596
Bleichroeder LP
New York
$514M -$45.1M -8% 28% 202% 81 18.52%
FWM
2597
Focused Wealth Management
New York
$514M +$53.4M +12% 12% 73.9% 953 21.93%
AFP
2598
Ausdal Financial Partners
Iowa
$514M +$100M +24% 13.5% 63.2% 442 25.79%
GG
2599
Greenwood Gearhart
Arkansas
$514M +$82.1M +19% 14.6% 70.6% 80 21.25%
CIEP
2600
Constellation Investimentos e Participacoes
Brazil
$513M +$136M +36% 41.4% 172% 7 14.29%