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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
OC
4201
Oppenheimer & Close
New York
$108M +$3.38M +3% 4.11% 145% 37 2.7%
AWM
4202
Aries Wealth Management
Maine
$108M +$4.96M +5% 2.82% 75% 137 8.76%
AP
4203
Agilis Partners
Massachusetts
$108M -$33.8M -24% 0.51% 8.47% 13 7.69%
MS
4204
Marshall & Sullivan
Washington
$108M -$15M -12% 2.93% 82% 87 51.72%
LFGH
4205
Lee Financial Group Hawaii
Hawaii
$108M +$4.29M +4% 1.43% 12.9% 33 21.21%
SM
4206
Sciencast Management
New Jersey
$108M -$91.8M -46% 0.4% 61.4% 466 81.76%
KTM
4207
Keeler Thomas Management
Utah
$108M +$7.18M +7% 2.57% 43.4% 59 15.25%
CMBA
4208
C.M. Bidwell & Associates
Hawaii
$108M -$1.45M -1% 6.65% 59.8% 475 35.16%
VBFG
4209
Vishria Bird Financial Group
Tennessee
$108M 4.04% 74.3% 48
LCC
4210
Lincoln Capital Corp
Rhode Island
$108M +$156K +0.1% 3.14% 73.9% 60 41.67%
CA
4211
Crewe Advisors
Utah
$108M +$5.74M +6% 5.57% 96.1% 298 19.13%
QCIG
4212
Quad-Cities Investment Group
Iowa
$108M +$29.5M +38% 2.74% 61% 873 82.59%
GCA
4213
Gradient Capital Advisors
California
$108M +$7.54M +8% 1.66% 71% 88 13.64%
PHIMC
4214
Private Harbour Investment Management & Counsel
Ohio
$108M +$1.48M +1% 3.08% 95.1% 85 11.76%
PC
4215
Passport Capital
California
$107M +$32.3M +43% 12.4% 40.2% 8 50%
SCM
4216
Stumpf Capital Management
Arizona
$107M +$7.45M +7% 6.56% 44.5% 41 0%
KWA
4217
KCS Wealth Advisory
California
$107M -$2.64M -2% 0.51% 45.3% 170 14.12%
ACM
4218
Axel Capital Management
New York
$107M -$5.42M -5% 2.52% 194% 27 59.26%
NIS
4219
National Investment Services
Wisconsin
$107M +$12K +0% 1.19% 47.2% 80 13.75%
ETM
4220
Euclidean Technologies Management
Washington
$107M +$5.66M +6% 5.68% 124% 71 19.72%
TCM
4221
Triarii Capital Management
Massachusetts
$107M +$20.5M +24% 0.29% 25 36%
LC
4222
LNZ Capital
New York
$107M 2.58% 58.8% 17
PAM
4223
Pegasus Asset Management
New York
$107M +$1.77M +2% 2.55% 82% 70 11.43%
CFC
4224
Coyle Financial Counsel
Illinois
$107M +$10.4M +11% 0.82% 46.8% 336 82.44%
WTFG
4225
Wells Trecaso Financial Group
Ohio
$107M +$1.61M +2% 0.25% 108% 70 10%