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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
OC
3151
Oarsman Capital
Wisconsin
$125M +$10M +9% 7.68% 61.4% 166 8.43%
CIA
3152
Capital Impact Advisors
Massachusetts
$124M 10.5% 93
BCM
3153
Beck Capital Management
Texas
$124M 19.6% 205% 144
WGCA
3154
Wolf Group Capital Advisors
Virginia
$124M 9.77% 28.2% 98
YCM
3155
Yorkville Capital Management
New York
$124M +$12.7M +11% 13.4% 60 21.67%
ACM
3156
Alpha Capital Management
Texas
$124M +$11.7M +10% 9.05% 76.2% 89 25.84%
PO
3157
Private Ocean
California
$124M 1.98% 2.82% 225
BGA
3158
Belmont Global Advisors
Texas
$124M 10.9% 81% 127
PAM
3159
Peninsula Asset Management
Florida
$124M +$12.6M +11% 6.97% 41.8% 47 0%
PWS
3160
Peloton Wealth Strategists
Indiana
$124M +$4.45M +4% 9.91% 41.1% 77 6.49%
MSDF
3161
Michael & Susan Dell Foundation
New York
$124M 12.2% 120% 9
QSS
3162
Quantitative Systematic Strategies
Florida
$124M 7.94% 133% 198
ATC
3163
Adirondack Trust Company
New York
$123M +$9.79M +9% 8.19% 84.9% 314 7.64%
TSWM
3164
Triangle Securities Wealth Management
North Carolina
$123M +$8.44M +7% 9.27% 80% 126 9.52%
CMO
3165
Covenant Multifamily Offices
Texas
$123M 7.09% 38.3% 45
NA
3166
NS Advisors
Connecticut
$123M -$12.4M -9% 7.46% 16.3% 19 42.11%
GC
3167
Gratia Capital
California
$123M 12.4% 43% 33
OIM
3168
Orca Investment Management
Oregon
$123M 10.5% 93.2% 87
MIM
3169
Montgomery Investment Management
Maryland
$123M -$61.1M -33% 6.49% 98.4% 77 18.18%
CFA
3170
Camarda Financial Advisors
Florida
$123M +$46.3M +61% 6.67% 132% 202 60.4%
PCM
3171
Prentice Capital Management
Connecticut
$123M 9.85% 104% 21
TCM
3172
Tradewinds Capital Management
Washington
$123M 7.43% 85.2% 611
GAM
3173
Garrison Asset Management
Arkansas
$122M +$8.08M +7% 8.14% 52.1% 78 6.41%
SAM
3174
Senzar Asset Management
New York
$122M 6.17% 0.75% 19
PA
3175
Parkside Advisors
California
$122M 5.2% 36.7% 29