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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 Avg Time
Held (Qtrs)
PCMI
3226
Princeton Capital Management Inc
New Jersey
$125M +$15.6M +14% 11.2% 57.9% 75 10.67% 1.8
KFP
3227
Keystone Financial Planning
Ohio
$125M – – 8.26% 46% 99 – 0
BAM
3228
Brave Asset Management
New Jersey
$125M – – 8.3% 76.3% 431 – 0
DIS
3229
Diversified Investment Strategies
Louisiana
$125M +$2M +2% 2.9% 86% 78 21.79% 1.8
OC
3230
Oarsman Capital
Wisconsin
$125M +$10M +9% 7.68% 70.6% 166 8.43% 1.8
CIA
3231
Capital Impact Advisors
Massachusetts
$124M – – 10.5% – 93 – 0
BCM
3232
Beck Capital Management
Texas
$124M – – 19.6% 291% 144 – 0
WGCA
3233
Wolf Group Capital Advisors
Virginia
$124M – – 9.77% 28.2% 98 – 0
YCM
3234
Yorkville Capital Management
New York
$124M +$12.7M +11% 13.4% – 60 21.67% 1.7
ACM
3235
Alpha Capital Management
Texas
$124M +$11.7M +10% 9.05% 88% 89 25.84% 1.6
PO
3236
Private Ocean
California
$124M – – 1.98% 2.82% 225 – 0
BGA
3237
Belmont Global Advisors
Texas
$124M – – 10.9% 81% 127 – 0
PAM
3238
Peninsula Asset Management
Florida
$124M +$12.6M +11% 6.97% 44.1% 47 0% 2
PWS
3239
Peloton Wealth Strategists
Indiana
$124M +$4.45M +4% 9.91% 51.3% 77 6.49% 1.9
MSDF
3240
Michael & Susan Dell Foundation
New York
$124M – – 12.2% 238% 9 – 0
QSS
3241
Quantitative Systematic Strategies
Florida
$124M – – 7.94% 133% 198 – 0
ATC
3242
Adirondack Trust Company
New York
$123M +$9.79M +9% 8.19% 96.8% 314 7.64% 1.9
TSWM
3243
Triangle Securities Wealth Management
North Carolina
$123M +$8.44M +7% 9.27% 80% 126 9.52% 1.9
CMO
3244
Covenant Multifamily Offices
Texas
$123M – – 7.09% 38.3% 45 – 0
NA
3245
NS Advisors
Connecticut
$123M -$12.4M -9% 7.46% 16.3% 19 42.11% 1.6
GC
3246
Gratia Capital
California
$123M – – 12.4% 42.4% 33 – 0
OIM
3247
Orca Investment Management
Oregon
$123M – – 10.5% 122% 87 – 0
MKC
3248
M. Kraus & Co
Vermont
$123M – – 9.18% 51.8% 49 – 0
MIM
3249
Montgomery Investment Management
Maryland
$123M -$61.1M -33% 6.49% 98.4% 77 18.18% 2
CFA
3250
Camarda Financial Advisors
Florida
$123M +$46.3M +61% 6.67% 196% 202 60.4% 0.8