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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
OAM
3301
Occidental Asset Management
California
$376M +$39.7M +12% 6.02% 65.6% 204 9.31%
MLM
3302
Mount Lucas Management
Pennsylvania
$376M +$36.4M +11% 6.1% 84.4% 133 33.08%
AC
3303
Adelphi Capital
United Kingdom
$375M -$17.6M -4% 1.46% 2 0%
BI
3304
Bulldog Investors
New Jersey
$375M +$35M +10% 3.69% 20.9% 311 53.7%
WAM
3305
Wilsey Asset Management
California
$375M +$25.3M +7% 6.22% 55% 33 33.33%
SCP
3306
Searchlight Capital Partners
New York
$375M -$81.4M -18% 8.28% 70.4% 10 20%
HIP
3307
HUB Investment Partners
Texas
$374M +$35.4M +10% 5.4% 76.5% 266 37.97%
QFA
3308
Quattro Financial Advisors
Texas
$374M -$66.4M -15% 5.03% 61.8% 98 10.2%
BONH
3309
Bank of New Hampshire
New Hampshire
$374M 6.94% 86.4% 188
NAMM
3310
NorthStar Asset Management (Massachusetts)
Massachusetts
$374M +$56.8M +18% 9.82% 66.3% 90 27.78%
RC
3311
RV Capital
Switzerland
$374M +$61.6M +20% 15% 278% 5 0%
SW
3312
SkyOak Wealth
Michigan
$374M +$14.3M +4% 7.45% 73.4% 252 12.7%
BIA
3313
Barry Investment Advisors
Massachusetts
$374M +$9.95M +3% 3.06% 57.9% 121 6.61%
WFPG
3314
Waller Financial Planning Group
Ohio
$373M +$25.1M +7% 4.33% 40.9% 54 12.96%
PFA
3315
Pettinga Financial Advisors
Indiana
$373M +$30M +9% 6.27% 71.8% 115 16.52%
HCA
3316
Harbour Capital Advisors
Virginia
$372M +$32.7M +10% 9.54% 161% 250 15.6%
CM
3317
Cornerstone Management
Georgia
$372M +$22.6M +6% 4.12% 40% 51 1.96%
HCM
3318
Heathbridge Capital Management
Ontario, Canada
$372M +$8.39M +2% 5.06% 58.7% 28 17.86%
2L
3319
22NW LP
Washington
$372M +$47.5M +15% 14.6% 131% 42 33.33%
FCMI
3320
Foresite Capital Management II
California
$372M -$63.3M -15% 8% 66.2% 4 0%
HFA
3321
High Falls Advisors
New York
$372M +$23.4M +7% 5.06% 56.9% 126 16.67%
9WM
3322
9258 Wealth Management
Ohio
$371M +$38.5M +12% 8.56% 49.6% 362 11.05%
TWM
3323
Tolleson Wealth Management
Texas
$371M +$40M +12% 7.43% 48.1% 75 6.67%
WCAU
3324
Working Capital Advisors (UK)
United Kingdom
$370M +$132M +56% 21.7% 26.8% 1 0%
AGFVA
3325
Accel Growth Fund V Associates
California
$370M +$54.5M +17% 3.53% 7.63% 2 50%