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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
$302M +$61.6M +26% 170
FCA
3352
FLC Capital Advisors
California
$301M +$27.6M +10% 150
MAA
3353
Mraz Amerine & Associates
California
$301M +$32.1M +12% 171
SWK
3354
Stephen W. Kidder
$300M +$18.5M +7% 72
PAG
3355
Private Advisory Group
Washington
$300M +$52.1M +21% 138
PCM
3356
Punch Card Management
Florida
$300M +$53M +21% 3
PC
3357
Packer & Co
Australia
$300M +$38.3M +15% 4
RPWA
3358
Regent Peak Wealth Advisors
Georgia
$300M +$65M +28% 1,168
SCP
3359
SailingStone Capital Partners
Texas
$300M +$39.4M +15% 14
B
3360
Bellecapital
Switzerland
$300M +$81.3M +37% 195
FA
3361
FMA Advisory
Pennsylvania
$300M +$48.8M +19% 175
S
3362
Surevest
California
$300M +$45.4M +18% 90
EDRIA
3363
Edmonds Duncan Registered Investment Advisors
Kansas
$300M +$59.9M +25% 134
AIM
3364
Atlantic Investment Management
New York
$299M +$65.2M +28% 11
SHJ
3365
Sharkey, Howes & Javer
Colorado
$299M +$36.4M +14% 78
ROC
3366
Running Oak Capital
Minnesota
$299M +$25M +9% 65
HCL
3367
Heard Capital LLC
Illinois
$299M +$58.4M +24% 70
CPA
3368
Court Place Advisors
Maryland
$299M +$31.6M +12% 179
SWM
3369
Sugarloaf Wealth Management
Georgia
$299M +$24.5M +9% 818
CDIA
3370
Capital Directions Investment Advisors
Georgia
$299M +$34.4M +13% 203
YWP
3371
YorkBridge Wealth Partners
New York
$299M +$60.5M +25% 219
TCA
3372
Teewinot Capital Advisers
New York
$298M +$63.8M +27% 30
ODIJL
3373
One Day In July LLC
Vermont
$298M +$17.6M +6% 60
MFW
3374
Mosaic Family Wealth
Missouri
$298M +$34.1M +13% 155
ACM
3375
Armbruster Capital Management
New York
$298M +$37.7M +14% 91