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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
SC
2751
Slow Capital
California
$653M +$35M +6% 6.74% 124% 130 13.85%
MCM
2752
Maltese Capital Management
New York
$652M +$111M +20% 14.6% 114% 112 25.89%
OWA
2753
One Wealth Advisors
California
$652M +$185M +40% 5.72% 66% 274 18.25%
NM
2754
Newtyn Management
New York
$651M +$119M +22% 13.9% 52% 44 18.18%
BCC
2755
Biglari Capital Corp
Texas
$651M -$5.56M -0.8% 1.34% 72.7% 13 7.69%
AHSW
2756
Adventist Health System West
California
$650M +$34.4M +6% 5.8% 60.2% 7 0%
OAM
2757
Ophir Asset Management
Australia
$650M +$85.6M +15% 14.6% 282% 41 43.9%
MC
2758
McMorgan & Co
California
$649M +$19M +3% 3.73% 30.1% 59 6.78%
CT
2759
Colonial Trust
South Carolina
$648M +$80.6M +14% 6.71% 75.5% 1,150 18.61%
IGGA
2760
Iron Gate Global Advisors
Utah
$647M +$40.7M +7% 6.3% 106% 106 21.7%
FRM
2761
Foundation Resource Management
Arkansas
$647M +$21M +3% 5.32% 67.8% 54 7.41%
ZAM
2762
Zevin Asset Management
Massachusetts
$647M +$29M +5% 6.05% 71.7% 82 3.66%
HAIM
2763
Hunter Associates Investment Management
Pennsylvania
$646M +$50.9M +9% 7.29% 76.1% 264 7.2%
BWA
2764
BlueSky Wealth Advisors
North Carolina
$644M +$49.6M +8% 5.83% 42.9% 77 3.9%
SWM
2765
Stockman Wealth Management
Montana
$643M +$72.9M +13% 6.66% 73.5% 185 6.49%
UFF
2766
USA Financial Formulas
Michigan
$643M +$26.4M +4% 5.62% 98.9% 377 53.32%
MWP
2767
Meridian Wealth Partners
Pennsylvania
$643M +$76.6M +14% 5.58% 54.2% 116 14.66%
OCA
2768
Octagon Capital Advisors
New York
$643M +$6.63M +1% 13.8% 2,969% 52 30.77%
CCMINC
2769
Cardinal Capital Management Inc (North Carolina)
North Carolina
$643M +$49M +8% 7.91% 77.6% 136 5.88%
NEAM
2770
New England Asset Management
Connecticut
$642M +$40.2M +7% 8.5% 55.6% 121 4.13%
BEC
2771
Blue Edge Capital
Virginia
$642M +$37.7M +6% 5.87% 67.4% 118 12.71%
KWMG
2772
King Wealth Management Group
Florida
$642M +$41.9M +7% 5.77% 86% 157 12.1%
TWP
2773
Total Wealth Planning
Ohio
$641M +$31.3M +5% 6.48% 37.2% 92 5.43%
GSEP
2774
Golden State Equity Partners
California
$641M +$160M +33% 6.65% 929 57.05%
TGCMU
2775
Titan Global Capital Management USA
New York
$640M +$12.6M +2% 5.26% 191% 66 10.61%