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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
BC
3301
Brio Consultants
California
$425M +$13.5M +3% 5.66% 42.7% 80 18.75%
SGA
3302
Sector Gamma AS
Norway
$425M -$75.9M -15% 4.47% 35.3% 34 17.65%
ISB
3303
Iowa State Bank
Iowa
$425M +$67.2M +19% 9.98% 76% 125 7.2%
OAM
3304
Origin Asset Management
United Kingdom
$425M +$6.85M +2% 2.82% 59.3% 56 42.86%
JE
3305
JMAC Enterprises
Pennsylvania
$425M 7.26% 65% 171
NC
3306
Nightview Capital
Texas
$424M +$79.4M +23% 21% 142% 10 20%
ISWM
3307
Independent Solutions Wealth Management
New York
$424M +$20.5M +5% 8.57% 111% 238 15.97%
AAM
3308
ACK Asset Management
Connecticut
$424M +$82.3M +24% 12.2% 132% 30 23.33%
LA
3309
Lynch & Associates
Indiana
$424M +$37.5M +10% 10.2% 62.9% 108 4.63%
Q
3310
QVR
California
$423M -$1.11B -72% 10.7% 312 95.83%
BPCA
3311
Bank Pictet & Cie (Asia)
Singapore
$423M +$62.8M +17% 9.56% 30.4% 98 7.14%
AEPIP
3312
AH Equity Partners III (Parallel)
California
$423M +$135M +47% 7.29% 33.1% 3 33.33%
OCM
3313
Ogborne Capital Management
California
$423M +$175M +71% 2.09% 251% 12 41.67%
BSSFA
3314
Baron Silver Stevens Financial Advisors
Florida
$423M +$47.7M +13% 7.9% 52.1% 78 5.13%
AI
3315
AXS Investments
New York
$423M +$156M +58% 5.57% 104% 242 88.43%
ICP
3316
Indus Capital Partners
New York
$423M -$157M -27% 15% 117% 41 34.15%
MWA
3317
Martel Wealth Advisors
Washington
$422M +$24.8M +6% 4.38% 39.7% 48 8.33%
WCWM
3318
Wooster Corthell Wealth Management
Connecticut
$422M +$23M +6% 4.75% 39.1% 46 8.7%
MCM
3319
Model Capital Management
Massachusetts
$422M -$1.69M -0.4% 0.56% 3 33.33%
S
3320
Surevest
California
$422M +$26.2M +7% 6.86% 24.6% 555 80.18%
SWM
3321
Sugarloaf Wealth Management
Georgia
$422M +$41.5M +11% 6.9% 10.2% 811 8.38%
RIG
3322
Renaissance Investment Group
Massachusetts
$422M +$29.5M +8% 14% 99.6% 86 10.47%
YIH
3323
Y-Intercept (HK)
Hong Kong
$421M -$129M -23% 7.48% 34.4% 968 80.37%
OAM
3324
Occidental Asset Management
California
$421M +$35.4M +9% 7.88% 82.5% 223 14.35%
SG
3325
Swarthmore Group
Pennsylvania
$421M +$33.4M +9% 14.9% 44.2% 58 27.59%