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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
SOCM
2926
SR One Capital Management
Pennsylvania
$691M +$230M +50% 64.3% 656% 13 7.69%
UOTTAIMCU
2927
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$691M +$55.2M +9% 7.68% 68.3% 245 49.39%
LAM
2928
L2 Asset Management
Massachusetts
$691M +$79.9M +13% 8.58% 128% 405 21.23%
CG
2929
Castellan Group
Kentucky
$690M +$148M +27% 17.6% 196% 42 30.95%
SCM
2930
Simcoe Capital Management
New York
$690M -$319M -32% 8.71% 48.7% 29 65.52%
CWP
2931
CFM Wealth Partners
Texas
$689M +$60.5M +10% 10.2% 152% 152 10.53%
MC
2932
MIG Capital
California
$688M -$281M -29% 12.4% 118% 60 33.33%
SFC
2933
Strategic Financial Concepts
Texas
$688M -$22.7M -3% 6.34% 56.8% 325 32.31%
CG
2934
CFO4Life Group
Texas
$688M +$48.5M +8% 6.99% 56.7% 245 11.02%
JPMIA
2935
J.P. Marvel Investment Advisors
Massachusetts
$688M +$66.9M +11% 13.2% 183% 66 10.61%
SAM
2936
Smithbridge Asset Management
Pennsylvania
$688M +$116M +20% 10.3% 155 24.52%
ZAM
2937
Zevin Asset Management
Massachusetts
$687M -$7.75M -1% 5.31% 71.7% 99 16.16%
NG
2938
Northstar Group
New York
$687M +$39.1M +6% 6.78% 63.9% 169 9.47%
SCA
2939
Summit Creek Advisors
Minnesota
$686M -$32.5M -5% 5% 68.8% 71 7.04%
ECM
2940
Estabrook Capital Management
New York
$686M +$36.4M +6% 7.9% 87.2% 336 4.17%
IIC
2941
Ironwood Investment Counsel
Arizona
$686M +$38.7M +6% 6.75% 64% 273 10.26%
CA
2942
Claro Advisors
Massachusetts
$686M +$80M +13% 8.52% 85.5% 417 15.35%
MTWSIF
2943
Mivtachim The Workers Social Insurance Fund
Israel
$686M +$36.3M +6% 17.4% 163% 36 30.56%
BBP
2944
Banco BTG Pactual
Brazil
$685M +$193M +39% 10.1% 134% 228 64.47%
LCM
2945
Lonestar Capital Management
California
$685M +$415M +154% 14.2% 260% 29 44.83%
CBT
2946
Crews Bank & Trust
Florida
$683M +$48M +8% 6.06% 660 10%
AWM
2947
Affinity Wealth Management
Delaware
$683M +$57.2M +9% 9.99% 116% 116 21.55%
BSSFA
2948
Baron Silver Stevens Financial Advisors
Florida
$683M +$58.7M +9% 6.63% 52.1% 152 9.21%
LWA
2949
Lineweaver Wealth Advisors
Ohio
$683M +$49.6M +8% 6.52% 61.4% 174 14.94%
UW
2950
Unique Wealth
Florida
$682M +$62.5M +10% 6.34% 63.3% 190 14.21%