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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
PAG
3401
Private Advisory Group
Washington
$168M +$18.8M +13% 3.16% 177% 158 34.81%
VAS
3402
VR Advisory Services
Cayman Islands
$168M -$36.1M -18% 4.03% 89.7% 27 44.44%
FU
3403
Fairfield University
Connecticut
$168M -$4.91M -3% 3.13% 61.9% 4 0%
HWCM
3404
Hudson Way Capital Management
Texas
$167M +$2.32M +1% 10.2% 51.3% 15 20%
MIC
3405
Meridian Investment Counsel
California
$167M +$4.28M +3% 2.33% 103% 190 6.84%
MCC
3406
Malaga Cove Capital
California
$167M +$2.58M +2% 3.83% 88.1% 143 27.27%
SCM
3407
Sterneck Capital Management
Missouri
$167M -$1.07M -0.6% 2.11% 61.5% 130 20%
OAM
3408
Occidental Asset Management
California
$167M +$16.2M +11% 2.7% 82.5% 140 12.14%
IC
3409
Intersect Capital
California
$167M +$51.9M +45% 1.02% 57.2% 117 34.19%
ACH
3410
Axis Capital Holdings
$167M +$4.25M +3% 2.62% 67% 2 0%
CFMC
3411
Curbstone Financial Management Corp
New Hampshire
$166M +$3.26M +2% 2.32% 63.3% 173 8.67%
CCM
3412
Crossvault Capital Management
Texas
$166M +$5.31M +3% 2.94% 56.4% 66 10.61%
BGC
3413
Birch Grove Capital
New York
$166M -$16M -9% 0.5% 2.66% 30 33.33%
SFS
3414
Summit Financial Strategies
Ohio
$166M +$29.2M +21% 2.34% 57.8% 53 26.42%
CCPM
3415
Cooper Creek Partners Management
New York
$166M +$17.5M +12% 2.69% 86.4% 43 62.79%
FWCM
3416
First Western Capital Management
California
$166M +$376K +0.2% 5.76% 43% 79 1.27%
WIM
3417
Wilen Investment Management
Florida
$166M -$773K -0.5% 2.53% 79.9% 65 9.23%
LJAC
3418
L.J. Altfest & Co
New York
$166M -$86.1M -34% 4.25% 90.3% 167 33.53%
SSI
3419
Scott & Selber Inc
Texas
$166M +$1.52M +0.9% 6.08% 187% 80 22.5%
SFA
3420
Stewardship Financial Advisors
Georgia
$165M +$5.51M +3% 3.22% 39.1% 45 6.67%
KFP
3421
Keystone Financial Planning
Ohio
$165M +$4.21M +3% 1.04% 34.1% 47 0%
LCM
3422
Liberty Capital Management
Michigan
$165M -$1.31M -0.8% 5.44% 278 12.23%
IAM
3423
Integre Asset Management
New York
$165M -$6.53M -4% 5.97% 74.1% 136 38.97%
WOC
3424
West Oak Capital
California
$165M +$2.43M +1% 2.11% 110% 392 13.52%
SG
3425
StepStone Group
California
$165M +$74.2M +82% 26.7% 103% 10 30%