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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
SI
5001
Saxon Interests
Texas
$177M 8.32% 58.4% 125
CSA
5002
Cottage Street Advisors
Massachusetts
$177M +$27.9M +19% 10.1% 91.4% 109 22.94%
OCPWS
5003
One Charles Private Wealth Services
Massachusetts
$177M +$2.97M +2% 5.06% 99.7% 136 23.53%
PCM
5004
Passive Capital Management
Maryland
$177M 5.82% 28.1% 48
BFG
5005
Baron Financial Group
New Jersey
$176M +$11.8M +7% 3.5% 52.1% 226 3.1%
NL
5006
NEPC LLC
Massachusetts
$176M -$164M -48% 4.06% 19.2% 52 42.31%
MP
5007
Marlowe Partners
New York
$176M +$8.41M +5% 6.83% 16.3% 10 40%
ACM
5008
Anabranch Capital Management
Connecticut
$176M +$2.16M +1% 3.97% 160% 8 12.5%
BCM
5009
Beddow Capital Management
Wyoming
$176M +$9.18M +5% 3.1% 50.7% 53 11.32%
NS
5010
Newman & Schimel
Illinois
$176M +$16.3M +10% 5.75% 52 11.54%
I2I
5011
Insight 2811 Inc
Illinois
$176M +$6.84M +4% 3.21% 22.2% 87 18.39%
MCMI
5012
Matrix China Management IV
Cayman Islands
$176M 41.6% 1
OCM
5013
Orleans Capital Management
Louisiana
$176M +$19.4M +12% 13.3% 67.9% 82 6.1%
OCM
5014
Orion Capital Management
California
$176M +$10.7M +6% 7.47% 66.8% 392 9.69%
PIA
5015
Powell Investment Advisors
Florida
$176M +$14M +9% 6.28% 60.3% 141 19.86%
SIAG
5016
Signet Investment Advisory Group
Rhode Island
$176M +$17.3M +11% 9.88% 59.9% 88 5.68%
EC
5017
Euclidean Capital
New York
$176M -$29.8M -15% 0.41% 76.3% 12 25%
SP
5018
SWS Partners
Ohio
$176M +$14.5M +9% 10.7% 75.1% 89 22.47%
DC
5019
DeDora Capital
California
$176M -$54.3M -24% 10.5% 81.7% 115 67.83%
SIAM
5020
Sterling Investment Advisors (Missouri)
Missouri
$176M +$9.05M +5% 2.8% 37.8% 32 15.63%
QM
5021
QVIDTVM Management
Texas
$176M 5.56% 15.4% 12
GWCM
5022
Godshalk Welsh Capital Management
Pennsylvania
$176M +$15.3M +10% 10.9% 54.7% 118 3.39%
OAP
5023
One Advisory Partners
Kansas
$176M +$14.5M +9% 4.74% 54.2% 32 15.63%
TC
5024
Tacita Capital
Ontario, Canada
$176M +$12.2M +7% 5.87% 60.3% 201 14.43%
FNBOH
5025
First National Bank of Hutchinson
Kansas
$176M -$2.7M -2% 10.3% 94.8% 127 17.32%