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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
SCG
5001
Sonata Capital Group
Washington
$237M +$41.8M +21% 5.63% 57.4% 117 24.79%
HP
5002
Holistic Planning
Texas
$236M +$106M +82% 4.43% 168 37.5%
SAMC
5003
Spectrum Asset Management (California)
California
$236M +$20.2M +9% 6.96% 62.9% 108 22.22%
EC
5004
Edenbrook Capital
New York
$236M -$29.2M -11% 5.83% 267% 20 45%
OCM
5005
Ovata Capital Management
Hong Kong
$236M +$52.2M +28% 4.17% 69.1% 47 48.94%
SGH
5006
Sivik Global Healthcare
Connecticut
$236M -$42.2M -15% 8.23% 53.8% 47 44.68%
VF
5007
Visa Foundation
California
$236M +$1.69M +0.7% 1.21% 48.5% 2 0%
3C
5008
325 Capital
New York
$236M -$1.91M -0.8% 4.39% 226% 14 28.57%
PWM
5009
Purus Wealth Management
California
$236M +$9.67M +4% 4.39% 156% 121 7.44%
PC
5010
Prairiewood Capital
North Dakota
$236M +$25.4M +12% 8.06% 43% 81 6.17%
GCM
5011
Gunderson Capital Management
South Carolina
$236M +$3.1M +1% 5.42% 947% 49 38.78%
PCC
5012
Perry Creek Capital
New York
$236M +$24.5M +12% 17.9% 51.2% 14 21.43%
BCH
5013
Berkshire Capital Holdings
California
$236M -$11.6M -5% 14.4% 2,748% 91 5.49%
PFT
5014
Providence First Trust
Arizona
$236M +$13.7M +6% 4.64% 64.1% 110 27.27%
DCM
5015
Dean Capital Management
Kansas
$236M +$158M +203% 12.7% 89.7% 142 47.89%
MWS
5016
Maxwell Wealth Strategies
California
$235M +$31.2M +15% 6.14% 109 7.34%
BWM
5017
BCS Wealth Management
Tennessee
$235M +$29.6M +14% 4.15% 46.7% 169 9.47%
GRIM
5018
Greenhaven Road Investment Management
Connecticut
$235M +$19.3M +9% 18.7% 70.2% 19 26.32%
VIG
5019
Vienna Insurance Group
Poland
$235M -$20.3M -8% 4.43% 188% 94 3.19%
LC
5020
Lavaca Capital
Texas
$235M +$40.2M +21% 6.32% 46.5% 118 30.51%
WAM
5021
Weinberger Asset Management
California
$235M +$22.5M +11% 7.77% 80% 82 2.44%
OCMH
5022
Oxbow Capital Management (HK)
Hong Kong
$235M -$61.2M -21% 5.53% 2,244% 9 11.11%
LFA
5023
LifeGuide Financial Advisors
Pennsylvania
$234M +$28.6M +14% 8.76% 31% 42 4.76%
SST
5024
S Squared Technology
New York
$234M +$7.83M +3% 3.68% 223% 36 11.11%
II
5025
INCA Investments
Florida
$234M -$2.11M -0.9% 15.3% 128% 10 0%