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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
3351
Occidental Asset Management
California
$167M +$16.2M +11% 2.7% 65.6% 140 12.14%
IC
3352
Intersect Capital
California
$167M +$51.9M +45% 1.02% 57.2% 117 34.19%
ACH
3353
Axis Capital Holdings
Bermuda
$167M +$4.25M +3% 2.62% 57.4% 2 0%
CFMC
3354
Curbstone Financial Management Corp
New Hampshire
$166M +$3.26M +2% 2.32% 63.3% 173 8.67%
CCM
3355
Crossvault Capital Management
Texas
$166M +$5.31M +3% 2.94% 56.4% 66 10.61%
BGC
3356
Birch Grove Capital
New York
$166M -$16M -9% 0.5% 2.66% 30 33.33%
SFS
3357
Summit Financial Strategies
Ohio
$166M +$29.2M +21% 2.34% 57.8% 53 26.42%
CCPM
3358
Cooper Creek Partners Management
New York
$166M +$17.5M +12% 2.69% 56.1% 43 62.79%
FWCM
3359
First Western Capital Management
California
$166M +$376K +0.2% 5.76% 43% 79 1.27%
WIM
3360
Wilen Investment Management
Florida
$166M -$773K -0.5% 2.53% 79.9% 65 9.23%
LJAC
3361
L.J. Altfest & Co
New York
$166M -$86.1M -34% 4.25% 66.7% 167 33.53%
SSI
3362
Scott & Selber Inc
Texas
$166M +$1.52M +0.9% 6.08% 187% 80 22.5%
SFA
3363
Stewardship Financial Advisors
Georgia
$165M +$5.51M +3% 3.22% 39.1% 45 6.67%
KFP
3364
Keystone Financial Planning
Ohio
$165M +$4.21M +3% 1.04% 34.1% 47 0%
LCM
3365
Liberty Capital Management
Michigan
$165M -$1.31M -0.8% 5.44% 278 12.23%
IAM
3366
Integre Asset Management
New York
$165M -$6.53M -4% 5.97% 74.1% 136 38.97%
WOC
3367
West Oak Capital
California
$165M +$2.43M +1% 2.1% 110% 392 13.52%
SG
3368
StepStone Group
California
$165M +$74.2M +82% 26.7% 92.1% 10 30%
MWM
3369
Marietta Wealth Management
Georgia
$165M +$14M +9% 2.89% 74.7% 117 5.98%
CWM
3370
Connecticut Wealth Management
Connecticut
$164M +$18K +0% 2.1% 52.1% 64 6.25%
CWM
3371
Catamount Wealth Management
Connecticut
$164M +$18.3M +13% 5.68% 70.7% 207 30.92%
BM
3372
Bislett Management
California
$164M +$4.43M +3% 4.23% 6.92% 26 7.69%
LCM
3373
Lafitte Capital Management
Texas
$164M -$15.3M -9% 1.23% 55.2% 21 28.57%
SAM
3374
Sequent Asset Management
Texas
$164M -$13M -7% 2% 51.3% 74 17.57%
ACM
3375
Aquamarine Capital Management
New York
$164M +$1.58M +1% 3.54% 23% 17 5.88%