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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
SFSIG
2676
San Francisco Sentry Investment Group
California
$281M +$99M +54% 2.51% 436% 768 71.48%
BO
2677
Bank OZK
Arkansas
$280M -$28.7M -9% 3.15% 112% 138 8.7%
AC
2678
Asturias Capital
New York
$280M +$41M +17% 6.94% 94.2% 20 60%
PC
2679
Pelham Capital
United Kingdom
$280M +$109M +64% 26.1% 135% 2 50%
SCC
2680
Second Curve Capital
Pennsylvania
$279M +$7.07M +3% 12.1% 160% 27 7.41%
AWMS
2681
Advocacy Wealth Management Services
Georgia
$279M -$7.78M -3% 1.21% 48.3% 360 21.39%
TA
2682
Tiptree Advisors
New York
$279M -$22.2M -7% 3.74% 53 52.83%
AAM
2683
Azzad Asset Management
Virginia
$279M +$13.5M +5% 4.35% 101% 322 31.37%
VNA
2684
Valley National Advisers
Pennsylvania
$278M +$15.6M +6% 2.53% 79% 685 6.86%
FPIS
2685
Financial Planning & Information Services
Wisconsin
$278M +$6.42M +2% 1.66% 13% 36 0%
MBT
2686
Montecito Bank & Trust
California
$278M +$4.23M +2% 2.86% 203 23.15%
RIM
2687
Rampart Investment Management
Connecticut
$278M -$1.26M -0.5% 3.22% 74% 530 6.79%
DFG
2688
Delphi Financial Group
Delaware
$278M -$22.1M -7% 2.81% 66.3% 25 28%
CIM
2689
Contravisory Investment Management
Massachusetts
$278M -$6.1M -2% 3.07% 129% 305 61.31%
PC
2690
Permanens Capital
New York
$278M +$9.46M +4% 2.24% 76.9% 11 0%
TP
2691
Truvvo Partners
New York
$277M +$53.4M +24% 4.46% 21.1% 129 13.95%
PCM
2692
Penserra Capital Management
California
$276M -$690M -71% 15.3% 208% 621 29.15%
RTS
2693
Round Table Services
New Jersey
$275M -$2.64M -0.9% 1.17% 16.1% 128 23.44%
PCM
2694
Palouse Capital Management
Washington
$275M +$11.7M +4% 1.49% 67.8% 104 11.54%
MDCM
2695
Morgan Dempsey Capital Management
Wisconsin
$275M +$9.72M +4% 1.88% 52.1% 175 18.86%
Koshinski Asset Management
2696
Koshinski Asset Management
Illinois
$274M +$18.9M +7% 2.15% 76.5% 374 22.99%
TAM
2697
Trust Asset Management
Texas
$274M +$14.7M +6% 0.31% 91.1% 67 23.88%
OWM
2698
Orgel Wealth Management
Wisconsin
$274M +$46.2M +20% 2.65% 36.6% 31 22.58%
CRIM
2699
Castle Ridge Investment Management
Connecticut
$274M +$20M +8% 5.93% 44 59.09%
BFIC
2700
Bedell Frazier Investment Counselling
California
$274M +$10.7M +4% 1.46% 72.5% 49 22.45%