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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
GS
3401
Gagnon Securities
New York
$423M +$5.96M +1% 5.75% 129% 108 14.81%
CAM
3402
Cubic Asset Management
Massachusetts
$422M +$33.2M +9% 12% 40.5% 207 4.83%
MSA
3403
Marino Stram & Associates
Massachusetts
$422M +$35.7M +9% 8.85% 63.6% 174 5.75%
SIM
3404
Studio Investment Management
Illinois
$421M +$29.5M +8% 6.02% 47.2% 285 20.35%
FC
3405
Fulcrum Capital
Washington
$421M +$34.7M +9% 10.2% 83.4% 122 7.38%
ISWM
3406
Independent Solutions Wealth Management
New York
$421M +$31.4M +8% 11.6% 111% 179 11.73%
HA
3407
Harfst & Associates
Wyoming
$421M +$42.4M +11% 12.1% 82.5% 105 16.19%
LWA
3408
Lineweaver Wealth Advisors
Ohio
$421M +$35.2M +9% 7.79% 61.4% 134 11.94%
KCM
3409
Khrom Capital Management
Florida
$420M +$102M +32% 1.97% 35.6% 16 25%
PGAM
3410
Princeton Global Asset Management
New Jersey
$420M +$22.6M +6% 10.2% 104% 680 17.5%
EP
3411
Eudaimonia Partners
Tennessee
$420M +$38M +10% 10.6% 272 14.34%
SOWBOCOPL
3412
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$420M +$15.9M +4% 4.02% 4.83% 16 0%
GHP
3413
Great Hill Partners
Massachusetts
$420M -$274M -39% 0.86% 24% 2 0%
CAM
3414
Centre Asset Management
New York
$419M +$5.07M +1% 12.2% 45.3% 71 23.94%
MCM
3415
Marathon Capital Management
Maryland
$419M +$21.2M +5% 9.43% 70.9% 166 15.06%
RPSA
3416
Richard P. Slaughter Associates
Texas
$419M +$14.4M +4% 5.26% 51% 164 23.17%
OC
3417
Oarsman Capital
Wisconsin
$419M +$41.8M +11% 8.39% 70.6% 256 16.41%
III
3418
Independent Investors Inc
New York
$418M -$16.3M -4% 1.43% 61.6% 68 2.94%
SW
3419
SkyOak Wealth
Michigan
$418M +$33.7M +9% 8.38% 73.4% 272 19.85%
GCM
3420
Galibier Capital Management
Ontario, Canada
$418M +$32.1M +8% 5.66% 66.8% 42 19.05%
LHC
3421
Lodge Hill Capital
New York
$417M +$191M +84% 9.08% 17.9% 24 33.33%
RRA
3422
Round Rock Advisors
Connecticut
$417M +$20.2M +5% 8.09% 87.4% 194 7.22%
CFM
3423
Crawford Fund Management
Massachusetts
$417M -$85.6M -17% 5.83% 278 41.01%
WIM
3424
Warwick Investment Management
Texas
$417M +$77.2M +23% 8.34% 64.3% 103 21.36%
WIM
3425
Westside Investment Management
California
$417M +$26.1M +7% 8.43% 114% 923 8.88%