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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
BDCM
3226
Black Diamond Capital Management
Connecticut
$221M +$29.4M +15% 15.4% 28.3% 4 25%
KM
3227
Kalos Management
Georgia
$221M +$51.4M +30% 2.91% 48.5% 218 50%
BSG
3228
Black Swift Group
Colorado
$220M +$81.8M +59% 9.24% 139% 64 57.81%
X
3229
Xponance
Pennsylvania
$220M -$17.2M -7% 5.41% 144% 108 43.52%
BBPWM
3230
Blue Bell Private Wealth Management
Pennsylvania
$220M -$7.71M -3% 2.21% 62.5% 239 10.46%
OC
3231
Oarsman Capital
Wisconsin
$220M +$402K +0.2% 0.84% 70.6% 185 5.41%
USGIU
3232
U.S. Global Investors (USGI)
Texas
$220M +$57.2M +35% 1.17% 119% 173 56.65%
FCMC
3233
Founders Capital Management (Connecticut)
Connecticut
$219M +$1.72M +0.8% 1.32% 88.9% 53 9.43%
DCCA
3234
D.C. Capital Advisors
New York
$219M +$14.4M +7% 10.7% 59.9% 30 20%
AIC
3235
Argus Investors Counsel
New York
$219M +$17M +8% 1.8% 124% 71 30.99%
EP
3236
Eversept Partners
New York
$219M +$3.33M +2% 13.5% 321% 80 38.75%
TC
3237
Trust Company
Kansas
$219M -$52.2M -19% 2.96% 36.5% 367 7.9%
SWM
3238
Stockman Wealth Management
Montana
$219M +$27K +0% 2.53% 73.5% 162 11.73%
BPCA
3239
Bank Pictet & Cie (Asia)
Singapore
$218M +$6.74M +3% 2.9% 30.4% 104 48.08%
SC
3240
Saybrook Capital
North Carolina
$218M +$6.66M +3% 2.69% 67.1% 51 1.96%
RCM
3241
RVB Capital Management
New York
$218M +$51.6M +31% 6.83% 10.4% 52 59.62%
DW
3242
Domani Wealth
Pennsylvania
$218M -$15.6M -7% 1.68% 48.6% 105 5.71%
KM
3243
Kora Management
New York
$218M -$8.79M -4% 11.2% 307% 8 25%
SHI
3244
SV Health Investors
Massachusetts
$218M +$84.5M +63% 46% 97.4% 9 33.33%
GIM
3245
Greystone Investment Management
Ohio
$218M +$2.64M +1% 3.33% 32.8% 51 9.8%
HA
3246
Hamel Associates
New Jersey
$218M -$1.27B -85% 1.34% 50.6% 98 10.2%
IIM
3247
Ipswich Investment Management
Massachusetts
$218M -$19.5M -8% 4.78% 92.8% 155 49.68%
VAS
3248
Valicenti Advisory Services
New York
$217M +$5.71M +3% 3.79% 119% 65 10.77%
BWM
3249
Brickley Wealth Management
California
$217M +$19.5M +10% 1.39% 62.6% 29 24.14%
GC
3250
Gratia Capital
California
$217M -$114M -34% 5.14% 42.4% 55 60%