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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
FGP
3126
Foyston, Gordon, & Payne
Ontario, Canada
$400M -$20.2M -5% 0.58% 56.9% 64 10.94%
SCM
3127
Stamina Capital Management
New York
$400M -$294M -42% 0.6% 292% 33 39.39%
BRCM
3128
Bright Rock Capital Management
Massachusetts
$400M -$16M -4% 0.6% 41.8% 76 3.95%
TC
3129
Tairen Capital
Hong Kong
$399M -$172M -30% 4.98% 303% 50 70%
TOGEPT
3130
Trustees of General Electric Pension Trust
Connecticut
$399M -$18M -4% 4.32% 184% 1 0%
PWS
3131
Private Wealth Strategies
Ohio
$399M +$11.3M +3% 0.62% 18.8% 95 27.37%
WCWM
3132
Wooster Corthell Wealth Management
Connecticut
$399M +$1.32M +0.3% 0.93% 39.1% 46 6.52%
HC
3133
HNP Capital
New York
$399M +$20.7M +5% 0.77% 52.4% 157 6.37%
SAS
3134
Sanford Advisory Services
Michigan
$399M +$10.4M +3% 0.08% 115 11.3%
SNB
3135
Security National Bank
Nebraska
$399M +$18.8M +5% 0.69% 113% 105 11.43%
BAM
3136
Bruderman Asset Management
New York
$398M +$75.3M +23% 0.55% 31.7% 128 32.81%
MWA
3137
Martel Wealth Advisors
Washington
$398M +$422K +0.1% 0.87% 39.7% 45 0%
CWP
3138
CFM Wealth Partners
Texas
$398M +$21.1M +6% 0.69% 116% 192 13.02%
SXL
3139
Summit X LLC
Missouri
$398M +$1.58M +0.4% 0.41% 62.9% 273 8.06%
NI
3140
Natural Investments
California
$397M -$91.7M -19% 1.59% 3 0%
YWP
3141
YorkBridge Wealth Partners
New York
$397M +$14.4M +4% 0.63% 36.5% 266 10.15%
BWM
3142
Brickley Wealth Management
California
$397M +$1.68M +0.4% 0.43% 62.6% 45 6.67%
PCA
3143
PL Capital Advisors
Florida
$397M -$9.58M -2% 1.38% 58% 45 17.78%
MIM
3144
Martin Investment Management
Florida
$397M +$8.45M +2% 2.14% 44.7% 55 5.45%
FC
3145
FORA Capital
Florida
$396M -$142M -26% 1.88% 120% 1,025 85.07%
AAA
3146
Affinity Asset Advisors
New York
$396M +$117M +42% 0.15% 1,280% 91 43.96%
GJCM
3147
Grand Jean Capital Management
California
$396M -$7.5M -2% 1.65% 61.4% 48 4.17%
FCMC
3148
Founders Capital Management (Connecticut)
Connecticut
$396M -$18.7M -5% 0.8% 88.9% 76 22.37%
S
3149
Surevest
California
$396M +$12.2M +3% 2.08% 24.6% 109 10.09%
OPPTF
3150
OPSEU Pension Plan Trust Fund
Ontario, Canada
$396M +$6.01M +2% 0.44% 13.4% 283 7.42%