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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
MWP
3001
Moller Wealth Partners
$181M +$73.5M +68% 2.78% 41.4% 40 12.5%
KWMG
3002
King Wealth Management Group
Florida
$181M +$18.6M +11% 6.79% 86% 115 18.26%
CPH
3003
C Partners Holding
Switzerland
$181M -$141K -0.1% 8.62% 25.6% 18 16.67%
KC
3004
Kellner Capital
New York
$181M -$9.63M -5% 12% 390% 64 51.56%
ZCM
3005
Zebra Capital Management
Connecticut
$180M +$18.2M +11% 2.31% 142% 273 32.97%
BMC
3006
Benin Management Corp
Connecticut
$180M -$4.09M -2% 5.08% 76.3% 102 9.8%
PAS
3007
Partnervest Advisory Services
California
$180M +$4.51M +3% 3.35% 45.1% 202 31.68%
TCM
3008
Talara Capital Management
New Jersey
$180M +$18.7M +12% 4.49% 17.4% 22 22.73%
SPCM
3009
Sound Point Capital Management
New York
$180M 2.32% 61.5% 22
TCOO
3010
Trust Company of Oklahoma
Oklahoma
$180M +$6.91M +4% 6.27% 88.7% 104 11.54%
OCM
3011
Oskie Capital Management
New York
$180M +$4.8M +3% 1.21% 69.3% 23 34.78%
OFM
3012
Omega Fund Management
Massachusetts
$180M +$2.07M +1% 5.86% 106% 10 0%
TWA
3013
TCI Wealth Advisors
Arizona
$180M +$13.6M +8% 6.84% 65% 1,147 17.79%
RDM
3014
Retirement Design & Management
Connecticut
$179M +$82.6M +85% 6.34% 80 26.25%
CBA
3015
Coastal Bridge Advisors
Connecticut
$179M 6.2% 88.1% 59
AWP
3016
Ascent Wealth Partners
New York
$179M +$11.7M +7% 6.15% 94.4% 117 20.51%
AIA
3017
Allegis Investment Advisors
Idaho
$179M 3.6% 1,164
OC
3018
Oarsman Capital
Wisconsin
$179M +$9.48M +6% 4.63% 70.6% 202 10.89%
SIM
3019
Strategic Investment Management
Virginia
$178M -$80.4M -31% 2.34% 53.3% 144 54.86%
SAM
3020
Shamrock Asset Management
Texas
$178M -$10.8M -6% 3.85% 31% 292 19.86%
KRC
3021
Kingdom Ridge Capital
New York
$178M +$7.04M +4% 9.75% 51.6% 23 65.22%
LGC
3022
Laurel Grove Capital
California
$178M +$3.25M +2% 5.01% 59.2% 106 14.15%
SIG
3023
Schaller Investment Group
North Carolina
$178M +$31.8M +22% 3.25% 21.9% 42 9.52%
PCI
3024
Pacifica Capital Investments
Texas
$178M +$10.8M +6% 0.58% 70.4% 17 5.88%
PWAP
3025
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$178M -$22.1M -11% 6.75% 58.5% 132 18.18%