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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
PWM
2801
Perigon Wealth Management
California
$271M +$3.46M +1% 1.15% 81.3% 732 21.17%
HC
2802
Hamilton Capital
Ohio
$271M +$3.72M +1% 0.17% 34 23.53%
CIM
2803
Contravisory Investment Management
Massachusetts
$271M -$4.81M -2% 1.05% 129% 513 46.39%
TC
2804
Trust Company
Kansas
$271M +$28.7M +12% 1.47% 36.5% 386 13.21%
MFW
2805
Mosaic Family Wealth
Missouri
$270M -$4.44M -2% 1.62% 85.2% 720 10.56%
MPEM
2806
Marathon Partners Equity Management
New York
$270M +$22M +9% 2.86% 27 22.22%
OMC
2807
Oasis Management Company
Cayman Islands
$270M +$189M +233% 4.24% 409% 23 65.22%
AFIA
2808
America First Investment Advisors
Nebraska
$270M -$22.1M -8% 2.42% 89.6% 131 19.85%
TP
2809
Truvvo Partners
New York
$270M -$25.1M -9% 2.62% 21.1% 132 36.36%
LWM
2810
Lyell Wealth Management
California
$270M +$18.5M +7% 5.3% 99.6% 113 11.5%
FAM
2811
Foundation Asset Management
New York
$270M -$62.5M -19% 3.49% 126% 32 56.25%
AC
2812
Alatus Capital
Switzerland
$270M +$3.07M +1% 1.78% 33% 2 0%
NCM
2813
Noesis Capital Mangement
Florida
$270M -$8.11M -3% 1.91% 86.8% 110 14.55%
SM
2814
Salzhauer Michael
$270M +$15.1M +6% 1.32% 107% 174 9.77%
SG
2815
Strid Group
Pennsylvania
$270M -$3.56M -1% 0.52% 50.4% 31 25.81%
NU
2816
Northwestern University
Illinois
$269M +$47.6M +21% 0.27% 31.6% 3 0%
RA
2817
RFG Advisory
Alabama
$269M +$54.8M +26% 1.63% 52.3% 213 26.29%
VNA
2818
Valley National Advisers
Pennsylvania
$269M -$18.6M -6% 1.64% 59.2% 742 8.63%
CRCM
2819
Cat Rock Capital Management
Connecticut
$269M +$61.9M +30% 11.4% 61.3% 9 55.56%
AWA
2820
ARS Wealth Advisors
Florida
$268M -$1.04M -0.4% 1.25% 61.8% 125 12%
HAIM
2821
Hunter Associates Investment Management
Pennsylvania
$268M -$3.65M -1% 0.94% 76.1% 165 3.03%
ECM
2822
Endurant Capital Management
California
$268M -$59.5M -18% 2.06% 18.4% 92 43.48%
HT
2823
Heritage Trust
Oklahoma
$268M -$10.8M -4% 1.17% 418 11.48%
GAM
2824
GuardCap Asset Management
United Kingdom
$268M +$28.3M +12% 6.15% 18.5% 22 0%
LI
2825
Lafayette Investments
Maryland
$268M -$12M -4% 1.73% 63.2% 78 6.41%