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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
BFM
4276
Broadview Financial Management
Wisconsin
$103M 4.42% 41.8% 38
SS
4277
Sunbelt Securities
Texas
$103M +$7.69M +8% 5.7% 83.5% 177 14.12%
ACM
4278
Altalis Capital Management
New York
$103M -$49.8M -33% 5.13% 3.82% 17 11.76%
OC
4279
Oppenheimer & Close
New York
$103M +$6.02M +6% 7.71% 145% 36 11.11%
LA
4280
Legacy Advisors
Pennsylvania
$103M +$12.8M +14% 4.19% 87.4% 459 42.7%
SCA
4281
Sippican Capital Advisors
Massachusetts
$102M +$4.87M +5% 6.35% 90.1% 103 7.77%
PW
4282
PGIM Wadhwani
United Kingdom
$102M 3.19% 5
UOT
4283
University of Tennessee
Tennessee
$102M 2.96% 2
GC
4284
Gruss & Co
Florida
$102M +$13.7M +15% 7.47% 183% 37 24.32%
BC
4285
Breakline Capital
New York
$102M 7.06% 23
AFC
4286
AFT Forsyth & Company
Florida
$102M 5.8% 122% 131
WTFG
4287
Wells Trecaso Financial Group
Ohio
$102M 6.21% 108% 65
CA
4288
Crewe Advisors
Utah
$102M 5.01% 96.1% 279
ACM
4289
Axel Capital Management
New York
$102M -$50.2M -33% 12.8% 194% 25 56%
SCA
4290
Strategic Capital Advisers
Colorado
$102M 6.32% 51.4% 62
ETM
4291
Euclidean Technologies Management
Washington
$102M -$2.89M -3% 7.87% 124% 63 14.29%
OPWM
4292
Oak Point Wealth Management
Michigan
$101M 4.24% 210
SSCM
4293
Summit Street Capital Management
New York
$101M +$13.9M +16% 9.6% 144% 31 12.9%
BLA
4294
Balter Liquid Alternatives
Massachusetts
$101M +$11.4M +13% 9.56% 76.7% 225 59.56%
MCAI
4295
Meritech Capital Associates III
California
$101M -$23.6M -19% 6% 135% 3 0%
AG
4296
Appleton Group
Wisconsin
$101M +$7.73M +8% 3.46% 58.3% 37 16.22%
BA
4297
Ballew Advisors
Mississippi
$101M 2.07% 62.3% 101
FCA
4298
Florence Capital Advisors
New York
$101M +$8.58M +9% 8.55% 87 22.99%
BWM
4299
BigSur Wealth Management
Florida
$101M +$1.11M +1% 5.65% 83.1% 100 15%
CV
4300
Clarus Ventures
Massachusetts
$100M -$22.4M -18% 28% 70.3% 6 16.67%