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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
MW
2826
Marcum Wealth
Ohio
$426M +$99.9M +31% 15.7% 20% 158 27.85%
AMCA
2827
Arthur M. Cohen & Associates
Illinois
$426M +$40.9M +11% 10.4% 97.1% 153 18.95%
BPM
2828
Bowling Portfolio Management
Ohio
$426M -$21.1M -5% 15.3% 45.7% 402 44.03%
OHA
2829
Oak Hill Advisors
New York
$425M +$86.7M +26% 25.6% 55.9% 17 17.65%
PAMI
2830
Perseverance Asset Management International
Cayman Islands
$424M +$149M +54% 75.7% 68.4% 21 28.57%
RCA
2831
Resonant Capital Advisors
Wisconsin
$422M +$71.5M +20% 14.1% 50.6% 175 12.57%
CCMINC
2832
Cardinal Capital Management Inc (North Carolina)
North Carolina
$422M +$59.4M +16% 14.2% 77.6% 141 4.96%
MCM
2833
Mattern Capital Management
Colorado
$422M +$39.1M +10% 9.61% 31.5% 108 7.41%
PAMG
2834
Patton Albertson Miller Group
Tennessee
$421M +$68.3M +19% 12.6% 109% 217 11.52%
NC
2835
Nightview Capital
Texas
$421M +$103M +32% 43.6% 142% 15 33.33%
MGI
2836
MayTech Global Investments
New York
$421M +$46.8M +12% 17.8% 158% 63 22.22%
CCP
2837
Cyrus Capital Partners
New York
$421M -$7.31M -2% 24.9% 174% 17 35.29%
CANC
2838
Culbertson A N & Co
Virginia
$421M +$42M +11% 12.9% 80.7% 112 1.79%
TFA
2839
Teamwork Financial Advisors
Texas
$421M +$97.9M +30% 22% 126% 210 22.38%
STCG
2840
Speece Thorson Capital Group
Minnesota
$421M +$42.9M +11% 17.2% 26.4% 46 0%
DC
2841
Dendur Capital
New York
$420M +$127M +43% 25.7% 81.3% 23 69.57%
CA
2842
Corriente Advisors
Texas
$420M +$223M +113% 53.6% 27 70.37%
YCM
2843
Yakira Capital Management
Connecticut
$420M +$81.5M +24% 26.9% 77.4% 347 56.77%
BEAM
2844
Baker Ellis Asset Management
Washington
$419M +$61.1M +17% 15.3% 89.2% 188 17.55%
SAM
2845
Strategy Asset Managers
California
$419M +$33.3M +9% 12.7% 88.1% 248 13.31%
PWPS
2846
Pinnacle Wealth Planning Services
Ohio
$419M +$116M +38% 14.4% 64.8% 2,348 88.2%
CF
2847
Clarity Financial
Texas
$418M 10.3% 56.8% 82
SC
2848
Slow Capital
California
$418M +$51.2M +14% 17.4% 124% 301 44.19%
SFO
2849
Standard Family Office
South Dakota
$418M 15.7% 57.4% 566
BBNA
2850
Bremer Bank National Association
Minnesota
$418M +$39.3M +10% 12.6% 37.4% 207 10.14%