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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
BP
3801
Broadleaf Partners
Ohio
$253M +$26.3M +12% 11.9% 180% 67 5.97%
SRC
3802
Sage Rhino Capital
California
$253M +$46.2M +22% 17.4% 86.8% 184 11.41%
H2CM
3803
H/2 Credit Manager
Connecticut
$253M 34.9% 97.4% 11
KLWA
3804
Kelly Lawrence W & Associates
California
$253M -$83M -25% 16% 123% 128 24.22%
BPM
3805
Bronson Point Management
Connecticut
$253M +$128M +103% 30.8% 7.56% 53 54.72%
MW
3806
MBL Wealth
North Carolina
$253M 10.8% 47.7% 124
AEPIP
3807
AH Equity Partners III (Parallel)
California
$253M +$79M +45% 75.5% 33.1% 2 50%
TSWM
3808
Triangle Securities Wealth Management
North Carolina
$253M +$31.3M +14% 15.4% 80% 170 7.65%
HFBOT
3809
Home Federal Bank of Tennessee
Tennessee
$252M +$25.1M +11% 13.1% 65.2% 72 5.56%
NL
3810
NKCFO LLC
Illinois
$252M +$22M +10% 7.91% 211% 137 45.99%
AAI
3811
American Assets Inc
California
$252M +$54.1M +27% 21.7% 63.2% 12 50%
FPB
3812
First PREMIER Bank
South Dakota
$252M +$25.1M +11% 11.1% 54.4% 335 8.06%
PCM
3813
Poehling Capital Management
Wisconsin
$252M +$57.3M +29% 19.7% 70.9% 139 23.02%
WAS
3814
WESPAC Advisors SoCal
California
$252M +$41.9M +20% 9.06% 127% 82 19.51%
OCP
3815
Oakcliff Capital Partners
New York
$252M +$21M +9% 28.1% 133% 12 25%
SCP
3816
Siena Capital Partners
Illinois
$252M +$53.4M +27% 14.5% 44.2% 115 6.09%
DE
3817
Day & Ennis
Georgia
$252M +$22M +10% 8.72% 15.2% 112 10.71%
SRC
3818
Stone Run Capital
New York
$252M +$32.9M +15% 14.6% 77.8% 62 4.84%
USPCM
3819
Union Square Park Capital Management
New York
$252M 51.6% 75.8% 79
FNB
3820
Farmers National Bank
Kentucky
$251M 11% 142
FEM
3821
Fulcrum Equity Management
Texas
$251M +$35.1M +16% 18% 110% 181 35.91%
II
3822
Ibex Investors
Colorado
$251M +$60.8M +32% 33.8% 16.6% 64 64.06%
ANRIA
3823
American National Registered Investment Advisor
Texas
$251M +$31.9M +15% 14.1% 95.8% 224 4.91%
NAM
3824
Newfleet Asset Management
Connecticut
$251M 4.13% 11
MPA
3825
Marvin & Palmer Associates
Delaware
$251M +$61M +32% 22.3% 392% 38 47.37%