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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
OCM
5001
Orser Capital Management
Texas
$71M -$32.2M -31% 7.89% 122% 87 42.53%
SRF
5002
Silver Rock Financial
California
$71M -$195M -73% 38.7% 2.58% 24 58.33%
SRCM
5003
Swift Run Capital Management
Virginia
$71M -$5.33M -7% 26% 9.9% 60 48.33%
C
5004
Clearshares
New York
$70.9M -$36.2M -34% 10.8% 34 47.06%
TBNY
5005
Trustco Bank (New York)
New York
$70.6M -$21.7M -23% 18.7% 131% 69 14.49%
BRG
5006
Bay Rivers Group
Virginia
$70.6M -$32.7M -32% 14.7% 166% 72 36.11%
SFS
5007
Searcy Financial Services
Kansas
$70.5M -$68.8M -49% 12.8% 58.5% 17 41.18%
MPCG
5008
Matrix Private Capital Group
New York
$70.4M -$25M -26% 21.3% 62.5% 210 31.43%
PG
5009
Prostatis Group
Maryland
$70.4M -$40.3M -36% 4.77% 72.9% 96 59.38%
CG
5010
Corundum Group
Colorado
$70.3M -$24.9M -26% 22.2% 80.5% 76 25%
GP
5011
Geneva Partners
Wisconsin
$70.3M -$74.6M -51% 7.39% 401% 79 54.43%
MPM
5012
Mountaineer Partners Management
New York
$70.3M -$19.5M -22% 32.7% 158% 20 55%
CRCM
5013
Corbett Road Capital Management
Virginia
$70.2M -$31.5M -31% 9.27% 129 62.02%
HPCM
5014
High Pointe Capital Management
Illinois
$70.2M -$14.2M -17% 18.3% 92.4% 96 40.63%
DCM
5015
Davidson Capital Management
Texas
$70.1M -$56.5M -45% 16.5% 79.2% 87 32.18%
AWM
5016
Altus Wealth Management
Kentucky
$70M -$32.2M -32% 15.2% 68.8% 36 36.11%
BGC
5017
Birch Grove Capital
New York
$69.9M -$10.8M -13% 0.86% 2.66% 20 55%
NCL
5018
Nishkama Capital LLC
Puerto Rico
$69.9M -$101M -59% 16.5% 723% 54 83.33%
NVPX
5019
Norwest Venture Partners XII
California
$69.8M -$32.6M -32% 29.8% 2 50%
MFM
5020
Mohican Financial Management
Connecticut
$69.7M +$5.53M +9% 0% 0% 50 26%
SPL
5021
Smart Portfolios LLC
Washington
$69.6M -$41.3M -37% 10.6% 41.3% 52 40.38%
BFP
5022
Briaud Financial Planning
Texas
$69.6M -$28.7M -29% 0.43% 93.1% 26 42.31%
AMCI
5023
Al Mehwar Commercial Investments
United Arab Emirates
$69.5M -$12.9M -16% 15.7% 1 0%
OFS
5024
Orrstown Financial Services
Pennsylvania
$69.5M -$452K -0.6% 13.2% 91 20.88%
HZ
5025
Hixon Zuercher
Ohio
$69.4M -$35.7M -34% 9.09% 87.5% 58 43.1%