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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
CVM
3176
Cheviot Value Management
California
$427M +$36.8M +9% 7.93% 83.7% 83 8.43%
MCM
3177
Marathon Capital Management
Maryland
$427M -$13.8M -3% 5.56% 70.9% 234 32.91%
IGGA
3178
Iron Gate Global Advisors
Utah
$426M +$57.4M +16% 7.51% 110% 127 18.9%
LM
3179
Luminus Management
Texas
$426M -$49.6M -10% 2.56% 13.1% 89 53.93%
KLCMU
3180
Kite Lake Capital Management (UK)
United Kingdom
$426M +$335M +368% 1.81% 267% 17 88.24%
NAMP
3181
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$426M +$44.3M +12% 11.4% 73.1% 151 6.62%
BC
3182
Brio Consultants
California
$425M +$13.5M +3% 5.66% 35.6% 80 18.75%
SGA
3183
Sector Gamma AS
Norway
$425M -$75.9M -15% 4.47% 28.7% 34 17.65%
ISB
3184
Iowa State Bank
Iowa
$425M +$67.2M +19% 9.98% 76% 125 7.2%
OAM
3185
Origin Asset Management
United Kingdom
$425M +$6.85M +2% 2.82% 59.3% 56 42.86%
NC
3186
Nightview Capital
Texas
$424M +$79.4M +23% 21% 142% 10 20%
ISWM
3187
Independent Solutions Wealth Management
New York
$424M +$20.5M +5% 8.57% 111% 238 15.97%
AAM
3188
ACK Asset Management
Connecticut
$424M +$82.3M +24% 12.2% 99.7% 30 23.33%
LA
3189
Lynch & Associates
Indiana
$424M +$37.5M +10% 10.2% 62.9% 108 4.63%
BPCA
3190
Bank Pictet & Cie (Asia)
Singapore
$423M +$62.8M +17% 9.56% 30.4% 98 7.14%
AEPIP
3191
AH Equity Partners III (Parallel)
California
$423M +$135M +47% 7.29% 33.1% 3 33.33%
OCM
3192
Ogborne Capital Management
California
$423M +$175M +71% 2.09% 223% 12 41.67%
BSSFA
3193
Baron Silver Stevens Financial Advisors
Florida
$423M +$47.7M +13% 7.9% 44% 78 5.13%
AI
3194
AXS Investments
New York
$423M +$156M +58% 5.57% 69.6% 242 88.43%
ICP
3195
Indus Capital Partners
New York
$423M -$157M -27% 15% 115% 41 34.15%
MWA
3196
Martel Wealth Advisors
Washington
$422M +$24.8M +6% 4.38% 39.7% 48 8.33%
WCWM
3197
Wooster Corthell Wealth Management
Connecticut
$422M +$23M +6% 4.75% 39.1% 46 8.7%
MCM
3198
Model Capital Management
Massachusetts
$422M -$1.69M -0.4% 0.56% 3 33.33%
S
3199
Surevest
California
$422M +$26.2M +7% 6.86% 24.6% 555 80.18%
SWM
3200
Sugarloaf Wealth Management
Georgia
$422M +$41.5M +11% 6.9% 10.2% 811 8.38%