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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 Avg Time
Held (Qtrs)
OAM
3601
Orinda Asset Management
California
$118M +$27.6M +31% 3.79% 28.4% 154 76.62% 2.2
HCM
3602
Hutner Capital Management
Vermont
$118M – – 0.62% 52.2% 42 – 0
SIC
3603
Shoker Investment Counsel
Ohio
$118M +$5.21M +5% 3.4% 83.8% 107 4.67% 8.6
SIM
3604
Sigma Investment Management
Oregon
$118M -$1.18M -1% 1% 8.4% 15 0% 10.2
LFA
3605
Landmark Financial Advisors
Kentucky
$118M +$10.6M +10% 4.21% 11.8% 54 7.41% 5.5
GBT
3606
Grove Bank & Trust
Florida
$117M +$5.76M +5% 0.44% 80.5% 283 17.67% 2.7
KM
3607
Kalos Management
Georgia
$117M -$11.9M -9% 3.49% 48.5% 166 25.3% 2.3
CTC (Chicago Trading Company)
3608
CTC (Chicago Trading Company)
Illinois
$117M -$36.5M -24% 3.99% 192% 4 25% 1.5
AWMF
3609
Arbor Wealth Management (Florida)
Florida
$117M +$11.3M +11% 1.71% 101% 75 14.67% 2.5
DP
3610
DW Partners
New York
$117M -$5.2M -4% 6.84% 44.5% 8 12.5% 6
FTI
3611
Fiduciary Trust International
Massachusetts
$117M -$188M -62% 0.57% 36.8% 83 38.55% 11
PHIMC
3612
Private Harbour Investment Management & Counsel
Ohio
$117M -$4.5M -4% 1.12% 82.6% 87 5.75% 10
HAM
3613
Hillswick Asset Management
Connecticut
$117M +$3.29M +3% 1.97% 40.2% 15 6.67% 6.1
CWM
3614
Catamount Wealth Management
Connecticut
$117M +$30M +35% 6.2% 70.7% 177 27.68% 4.3
EWMCB
3615
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$116M +$6.98M +6% 3.63% 13% 29 6.9% 5.7
TCM
3616
Tieton Capital Management
Washington
$116M +$13.7M +13% 17.7% 172% 31 9.68% 8.2
KAM
3617
Kavi Asset Management
New York
$116M -$8.48M -7% 18% 144% 35 48.57% 1.4
LA
3618
Lucus Advisors
New York
$116M -$5.94M -5% 2.42% 16.7% 341 65.1% 1.8
OAJ
3619
Ogorek Anthony Joseph
New York
$116M +$4.43M +4% 2.33% 61.1% 83 16.87% 4.3
UONDDL
3620
University of Notre Dame du Lac
Indiana
$116M +$9.68M +9% 9.8% – 54 42.59% 1.9
WPEP
3621
Walnut Private Equity Partners
Nebraska
$116M +$8.13M +8% 6.95% 60.6% 21 9.52% 9.9
EFEM
3622
Eos Focused Equity Management
New York
$116M +$23.2M +25% 5.64% 55.7% 32 40.63% 2.5
EDRM
3623
Edmond de Rothschild (Monaco)
Monaco
$116M – – 4.38% – 82 – 0
WA
3624
Wilshire Advisors
California
$115M +$957K +0.8% 1.93% 118% 19 15.79% 2.5
SVGI
3625
Sapphire Ventures (GPE) I
California
$115M +$13M +13% 25.2% – 7 0% 5.4