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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
BWA
2901
BlueSky Wealth Advisors
North Carolina
$262M +$1.04M +0.4% 0.23% 34% 56 7.14%
LCG
2902
Lisanti Capital Growth
New York
$261M +$54.5M +26% 20.7% 1,090% 167 51.5%
OFG
2903
OTA Financial Group
New York
$261M -$35.9M -12% 4.16% 320% 96 70.83%
CIM
2904
CenturyLink Investment Management
Colorado
$261M -$17.7M -6% 2.97% 177 24.29%
BIA
2905
Barry Investment Advisors
Massachusetts
$261M -$2.83M -1% 1.62% 57.9% 73 8.22%
MCM
2906
Monarch Capital Management
Indiana
$261M +$896K +0.3% 2.55% 65% 94 4.26%
DOA
2907
D'Orazio & Associates
Virginia
$261M -$6.58M -2% 2.83% 51.7% 312 18.27%
FPS
2908
Fieldpoint Private Securities
Connecticut
$261M +$41.4M +19% 2.44% 47.2% 436 15.6%
SWK
2909
Stephen W. Kidder
$261M -$1.22M -0.5% 2.83% 62.5% 90 4.44%
QCMC
2910
Quantum Capital Management (California)
California
$261M -$155M -37% 6.31% 53.7% 224 22.77%
IBT
2911
International Biotechnology Trust
United Kingdom
$260M +$4.09M +2% 13% 11.1% 68 27.94%
NFG
2912
Next Financial Group
Texas
$260M -$214M -45% 3.06% 85.4% 420 33.33%
HI
2913
Hendershot Investments
Virginia
$260M +$13.5M +5% 2.75% 52.6% 69 5.8%
SPCP
2914
Snow Park Capital Partners
New York
$260M -$42.5M -14% 5.92% 85 60%
SGH
2915
Sivik Global Healthcare
Connecticut
$260M +$45.7M +21% 10.4% 53.8% 76 42.11%
RIM
2916
Redwood Investment Management
Arizona
$260M -$72.6M -22% 3.52% 46% 139 23.74%
SCC
2917
Second Curve Capital
Pennsylvania
$260M +$106K +0% 0.98% 160% 21 19.05%
UOTTAIMCU
2918
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$260M +$6.01M +2% 3.04% 48.2% 19 26.32%
CCM
2919
Coliseum Capital Management
Connecticut
$259M +$10.9M +4% 10.9% 13.7% 11 27.27%
TFO
2920
Tarbox Family Office
California
$259M +$558K +0.2% 3.04% 49.1% 655 6.56%
CCB
2921
Cutter & Co Brokerage
Missouri
$259M +$6.24M +2% 4.75% 40.4% 265 12.45%
BI
2922
Bramshill Investments
Florida
$259M -$49.2M -16% 3.66% 0.88% 144 47.92%
QCMA
2923
Quad Capital Management Advisors
New York
$259M +$188M +262% 8.79% 151 88.74%
TPC
2924
Tiger Pacific Capital
New York
$259M +$4M +2% 9.84% 69.6% 17 17.65%
CWM
2925
Cranbrook Wealth Management
Michigan
$259M +$4.25M +2% 0.74% 37.9% 248 5.24%