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)
AIM
6851
Aquila Investment Management
New York
$107M -$10.7M -9% 1.83% 53.3% 75 25.33% 1.4
CIM
6852
Courant Investment Management
Tennessee
$107M -$13.7M -11% 4.33% 33.5% 10 20% 4.5
MWA
6853
Muirfield Wealth Advisors
North Carolina
$107M +$2.75M +3% 2.02% – 62 8.06% 0.5
HCM
6854
HGI Capital Management
New York
$107M +$13.7M +15% 6.2% 47% 47 68.09% 0.7
OFA
6855
Oaktree Fund Advisors
California
$107M -$4.84M -4% 1.18% 132% 50 12% 1
LCM
6856
LRT Capital Management
Texas
$106M -$4.95M -4% 5.45% 76.3% 91 23.08% 1.1
KC
6857
Kize Capital
New York
$106M -$10.8M -9% 3.46% 34.7% 8 12.5% 2.2
PCM
6858
Perkins Capital Management
Minnesota
$106M -$13.8M -11% 1.51% 303% 92 6.52% 5.2
BCM
6859
Barden Capital Management
Texas
$106M +$2.62M +3% 4.11% 80.1% 64 7.81% 2
TCPW
6860
Twin City Private Wealth
North Carolina
$106M +$4.31M +4% 0.67% – 101 15.84% 0.2
MAM
6861
Montchanin Asset Management
Delaware
$106M +$3.81M +4% 7.54% – 58 8.62% 1.6
MCWA
6862
Meadow Creek Wealth Advisors
Georgia
$106M -$38M -26% 4.58% – 138 21.74% 2.6
AAG
6863
Accordant Advisory Group
Maryland
$106M -$28.1M -21% 4.87% – 232 50.43% 0.2
MIA
6864
MeadowBrook Investment Advisors
Michigan
$106M -$1.78M -2% 1.8% – 340 4.41% 0.5
LCAM
6865
Long Corridor Asset Management
Hong Kong
$106M -$7.21M -6% 2.52% 73.6% 22 50% 0.8
E
6866
EnerVest
Texas
$106M -$110M -51% 2.35% 20.5% 1 0% 5.5
RTC
6867
Riverview Trust Company
Washington
$106M -$24.2M -19% 2.55% 87.6% 673 11.59% 0.9
GC
6868
Gratia Capital
California
$105M +$14M +15% 0.56% 42.4% 24 41.67% 0.7
WCBA
6869
Weaver C. Barksdale & Associates
Tennessee
$105M -$3.63M -3% 2.86% 52.2% 64 6.25% 5.4
CM
6870
Crystalline Management
Canada
$105M +$28.4M +37% 3.88% – 128 54.69% 0.4
CCG
6871
Coastwise Capital Group
California
$105M -$2.91M -3% 3.2% 88.8% 126 11.9% 1.7
SWP
6872
SIMA Wealth Partners
Virginia
$105M – – 0.7% – 171 – 0
BCPE
6873
Bain Capital Public Equity
Massachusetts
$105M -$22.7M -18% 1.99% 169% 42 50% 0.5
BCCM
6874
Black Cypress Capital Management
Florida
$105M -$1.97M -2% 5.17% – 31 6.45% 0.2
TWCA
6875
Two West Capital Advisors
Kansas
$105M – – 1.12% – 66 – 0