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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 Avg Holding
Period (Yrs)
TCMV
6101
Technology Crossover Management VII
California
$85.4M +$22M +35% 34.6% 35.2% 1 0% 8
OIM
6102
Oder Investment Management
California
$85.2M +$3.85M +5% 1.9% 97.5% 82 10.98% 1.2
MCM
6103
Mendel Capital Management
Arkansas
$85.2M -$4.19M -5% 6.46% – 66 6.06% 0.7
CFA
6104
Camarda Financial Advisors
Florida
$85.1M -$15.8M -16% 2.55% 196% 89 48.31% 1.3
SWA
6105
Sightline Wealth Advisors
Connecticut
$85.1M -$17.3M -17% 5.42% 44.4% 54 12.96% 1.4
HFAS
6106
Hummer Financial Advisory Services
Illinois
$85.1M -$3.22M -4% 4.13% 71.8% 94 9.57% 2.5
BSP
6107
Benefit Street Partners
New York
$85.1M -$82.7M -49% 0.5% – 19 21.05% 1.7
SC
6108
Sinecera Capital
Texas
$84.9M -$4.6M -5% 6% 13.7% 30 13.33% 0.7
MA
6109
Mangham Associates
Virginia
$84.8M -$9.24M -10% 4.22% 24.4% 20 10% 1
BC
6110
Belmont Capital
California
$84.8M +$2.21M +3% 6.22% 182% 124 41.13% 1.1
NPAM
6111
Noble Path Asset Management
New York
$84.8M -$8.8M -9% 1.49% – 24 16.67% 0.6
SWG
6112
Summit Wealth Group
Vermont
$84.8M +$129K +0.2% 4.27% 53% 24 8.33% 1.4
HC
6113
Hoese & Co
Minnesota
$84.7M -$4.4M -5% 4.43% 46.3% 206 6.8% 1.2
HPM
6114
Hudson Portfolio Management
New York
$84.6M -$12M -12% 7.13% – 106 8.49% 1.3
ISSM
6115
Invesco Senior Secured Management
New York
$84.6M -$14.7M -15% 12.4% 18.1% 11 0% 2.4
DSCM
6116
Del-Sette Capital Management
New York
$84.6M -$3.37M -4% 4.58% 108% 31 35.48% 0.5
BSWA
6117
Bromfield Sneider Wealth Advisors
Massachusetts
$84.6M +$2.33M +3% 4.55% – 95 8.42% 0.5
EFEM
6118
Eos Focused Equity Management
New York
$84.5M -$14.4M -15% 4.04% 55.7% 28 25% 1.8
SPM
6119
Symmetry Peak Management
Pennsylvania
$84.5M -$66.6M -44% 1.85% 320% 74 85.14% 0.1
PAA
6120
Peregrine Asset Advisers
Oregon
$84.5M -$52.9M -39% 0.42% 182% 87 41.38% 3.6
ABLA
6121
Alan B. Lancz & Associates
Ohio
$84.3M -$16.8M -17% 6.84% – 185 14.59% 0.7
AWM
6122
Alterna Wealth Management
Texas
$84.3M -$14.2M -14% 4.36% 48% 109 38.53% 1.6
ICM
6123
Islay Capital Management
Texas
$84.2M -$11.8M -12% 3.76% 66.3% 297 18.52% 1.8
Axiom Advisory
6124
Axiom Advisory
California
$84.1M -$6.04M -7% 5.27% 16.4% 28 7.14% 0.7
SM
6125
Selkirk Management
New Jersey
$84.1M -$1M -1% 4.35% 245% 14 7.14% 5.7