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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
SSW
4026
Smith Shellnut Wilson
Mississippi
$119M -$30.8M -21% 17.5% 92.2% 148 25%
SHI
4027
SV Health Investors
Massachusetts
$119M -$45.9M -28% 13.1% 97.4% 10 0%
SIC
4028
Shoker Investment Counsel
Ohio
$119M -$31.6M -21% 21.9% 58.5% 101 25.74%
UCMOK
4029
United Capital Management of KS
Kansas
$119M -$39.2M -25% 13.8% 231% 120 49.17%
TL
4030
TowerView LLC
New York
$119M -$29.7M -20% 17.8% 23.3% 25 32%
OMC
4031
Oasis Management Company
Cayman Islands
$119M +$33.5M +39% 29.4% 409% 48 81.25%
BP
4032
Bandera Partners
New York
$119M -$49.2M -29% 24% 27.6% 19 36.84%
LC
4033
Landaas & Company
Wisconsin
$119M -$24.6M -17% 19.5% 60.3% 65 27.69%
PSC
4034
Piper Sandler & Co
Minnesota
$118M -$17.9M -13% 2.54% 0.09% 26 19.23%
RTM
4035
Rizvi Traverse Management
Florida
$118M -$29.8M -20% 23.7% 2 0%
LD
4036
Lipe & Dalton
New York
$118M -$32.6M -22% 18.4% 89.6% 108 12.96%
SDWIA
4037
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$118M -$28.1M -19% 18.3% 67.8% 90 12.22%
CMI
4038
Clare Market Investments
Texas
$118M -$20.3M -15% 6.83% 103 37.86%
PHAM
4039
Palisades Hudson Asset Management
Florida
$118M -$38.3M -25% 22.2% 53.9% 111 27.93%
FDS
4040
Freedom Day Solutions
Texas
$118M -$31.6M -21% 12.4% 84.6% 99 29.29%
WIC
4041
WealthBridge Investment Counsel
Alberta, Canada
$118M -$58.7M -33% 19.8% 92.5% 39 20.51%
MWM
4042
Maltin Wealth Management
New Jersey
$118M -$37M -24% 16.2% 51.9% 142 59.86%
RFA
4043
Radnor Financial Advisors
Pennsylvania
$118M -$28.5M -19% 25.2% 3.04% 19 21.05%
VP
4044
venBio Partners
California
$117M -$116M -50% 19.2% 648% 6 0%
NG
4045
NWK Group
California
$117M -$4.39M -4% 8.71% 227% 223 40.81%
MPW
4046
Monterey Private Wealth
California
$117M -$7.43M -6% 18.8% 29.8% 86 32.56%
NERM
4047
New England Research & Management
Illinois
$117M -$32.1M -22% 18.4% 56.4% 177 39.55%
PGDP
4048
Pragma Gestao de Patrimonio
Brazil
$117M +$7.27M +7% 18.1% 59.2% 19 26.32%
PB
4049
Pinnacle Bancorp
Nebraska
$117M -$27.3M -19% 18% 60.4% 704 14.49%
FCCPG
4050
FountainVest China Capital Partners GP3
Cayman Islands
$117M -$15.6M -12% 18.1% 88.9% 1 0%