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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
WOC
3376
West Oak Capital
California
$130M +$1.08M +0.8% 0.55% 110% 292 6.51%
PMFA
3377
Plante Moran Financial Advisors
Michigan
$130M -$3.41M -3% 4.38% 50.3% 1,168 42.38%
SVGI
3378
Sapphire Ventures (GPE) I
California
$130M -$91.8M -41% 26.1% 9 11.11%
EDRAML
3379
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$130M +$13.7M +12% 3.6% 94 22.34%
GCM
3380
Gladstone Capital Management
United Kingdom
$130M -$17.2M -12% 0.76% 256% 17 23.53%
OPPM
3381
Opus Point Partners Management
New York
$129M -$22M -15% 19.1% 85.2% 65 32.31%
KAM
3382
Knightsbridge Asset Management
California
$129M -$11.3M -8% 5.27% 105% 40 25%
FCMI
3383
Foresite Capital Management III
California
$129M +$16.5M +15% 24.2% 444% 25 32%
IF
3384
Ironwood Financial
Arizona
$129M 0.93% 48.8% 301
RFWA
3385
RPg Family Wealth Advisory
Massachusetts
$129M +$20.3M +19% 2.13% 90.4% 301 51.83%
VE
3386
Vega Energy
New York
$129M -$13.7M -10% 15.5% 12.1% 6 16.67%
OAMA
3387
Oslo Asset Management AS
Norway
$129M +$24.8M +24% 1.35% 82.7% 16 12.5%
AIM
3388
AMI Investment Management
Indiana
$129M +$1.93M +2% 2.05% 47.9% 48 20.83%
OBWP
3389
O'Brien Wealth Partners
Massachusetts
$129M +$26.4M +26% 2.09% 56.7% 32 18.75%
HCA
3390
Horan Capital Advisors
Ohio
$129M +$8.91M +7% 2% 26.6% 66 27.27%
AACA
3391
American Assets Capital Advisers
California
$129M -$15.3M -11% 3.93% 73.5% 39 38.46%
LS
3392
Lattice Strategies
Pennsylvania
$129M +$1.83M +1% 4.31% 19.9% 75 14.67%
RC
3393
Rinet Company
Massachusetts
$129M -$17.1M -12% 1.38% 33.1% 21 0%
GCP
3394
Garelick Capital Partners
Massachusetts
$128M +$14.8M +13% 3.57% 195% 34 52.94%
RA
3395
RFG Advisory
Alabama
$128M -$7.87M -6% 3.33% 52.3% 98 53.06%
BHA
3396
Beech Hill Advisors
New York
$128M -$30.3M -19% 2.09% 79.3% 91 34.07%
KAM
3397
Kavi Asset Management
New York
$128M +$6.51M +5% 4.53% 144% 46 65.22%
ACM
3398
Altalis Capital Management
New York
$128M -$2.93M -2% 0.49% 3.82% 17 29.41%
HWA
3399
Heritage Wealth Advisors
Virginia
$128M +$8.91M +8% 1.27% 57.1% 83 6.02%
HM
3400
HCSF Management
California
$128M +$19.8M +18% 8.23% 58.8% 9 0%