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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
BCM
2851
Bourgeon Capital Management
Connecticut
$451M +$45.7M +11% 7.58% 117% 319 26.02%
OMC
2852
Overbrook Management Corp
New York
$450M +$39.7M +10% 7.8% 117% 86 4.65%
BEC
2853
Blue Edge Capital
Virginia
$450M +$35.5M +9% 6.01% 53.5% 102 10.78%
PCA
2854
Pallas Capital Advisors
Massachusetts
$449M 9.47% 37.2% 177
AAMA
2855
Advanced Asset Management Advisors
Ohio
$449M +$20.5M +5% 6.34% 82.5% 100 4%
GRIM
2856
Greenhaven Road Investment Management
Connecticut
$448M -$26.6M -6% 20% 76.8% 34 44.12%
ICM
2857
Invenomic Capital Management
Massachusetts
$448M +$56.1M +14% 28.2% 6.37% 175 50.86%
AC
2858
Avestar Capital
New York
$448M +$88M +24% 3.15% 101% 345 31.59%
EWA
2859
Evolution Wealth Advisors
Florida
$448M +$4.57M +1% 5.44% 84.5% 678 20.8%
CPI
2860
Crestview Partners III
New York
$448M +$103M +30% 33.2% 5.73% 3 0%
IVMX
2861
Institutional Venture Management XVI
California
$448M +$67.1M +18% 13.2% 523% 3 33.33%
PA
2862
Probity Advisors
Texas
$448M 6.98% 41.2% 195
BSPF
2863
British Steel Pension Fund
United Kingdom
$448M +$58.7M +15% 7.39% 29.7% 25 16%
CM
2864
Capital Management
Virginia
$447M +$81M +22% 13.9% 52.5% 80 10%
FA
2865
Faithward Advisors
Pennsylvania
$447M +$218M +95% 6.65% 86.7% 260 59.62%
CC
2866
Cannell Capital
Wyoming
$447M +$95.5M +27% 26% 130% 80 41.25%
LIM
2867
Lathrop Investment Management
Arkansas
$446M +$41.2M +10% 11.4% 65.5% 73 4.11%
JWM
2868
JGP Wealth Management
Oregon
$446M +$14.7M +3% 4.27% 78.2% 153 9.15%
CPA
2869
Capital Planning Advisors
California
$446M +$39.1M +10% 4.63% 64.2% 136 11.76%
BPM
2870
Blue Pool Management
Hong Kong
$446M -$66.1M -13% 6.06% 72.8% 42 40.48%
KWMG
2871
King Wealth Management Group
Florida
$446M +$19M +4% 3.53% 75.4% 167 11.98%
IDA
2872
Intelligence Driven Advisers
California
$446M -$432K -0.1% 1.4% 43.8% 94 26.6%
NCM
2873
Noesis Capital Mangement
Florida
$445M +$40.6M +10% 6.45% 86.8% 128 16.41%
AIA
2874
Arbor Investment Advisors
North Carolina
$445M +$8.7M +2% 6.75% 44.3% 102 9.8%
DCM
2875
Disciplina Capital Management
Tennessee
$444M +$251M +130% 3.49% 23.9% 59 32.2%