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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 Time
Held (Qtrs)
OIM
7476
Oder Investment Management
California
$149M +$18.7M +14% 12.1% 97.5% 117 16.24% 12.5
PHIC
7477
Pine Haven Investment Counsel
Massachusetts
$149M +$12.8M +9% 13.8% 72.1% 117 3.42% 13.8
JCM
7478
J2 Capital Management
Michigan
$149M +$2.89M +2% 5.92% – 141 30.5% 7.5
CTA
7479
Camelot Technology Advisors
California
$149M +$10.8M +8% 10.9% 71% 62 6.45% 7.9
SIA
7480
Sage Investment Advisers
New York
$149M +$13.6M +10% 7.89% – 100 13% 9.9
FTEA
7481
Forty-three Eighteen Advisors
Arkansas
$149M +$15.8M +12% 24.5% – 95 43.16% 1.4
FAI
7482
Fiduciary Advisors Inc
Missouri
$149M +$15.5M +12% 10.2% – 157 24.2% 3.8
SCFS
7483
Stewardship Concepts Financial Services
Washington
$149M +$21M +16% 9.68% – 72 16.67% 1.6
HLA
7484
Hamilton Lane Advisors
Pennsylvania
$149M +$8.64M +6% 9.11% 187% 23 52.17% 6.9
WA
7485
Whipplewood Advisors
Colorado
$149M -$44.1M -23% 7.96% – 1,070 41.03% 2.8
SA
7486
swisspartners Advisors
Switzerland
$148M -$10.7M -7% 1.2% 73.2% 24 4.17% 14.5
NFC
7487
Northstar Financial Companies
Pennsylvania
$148M +$22.7M +18% 16.7% – 125 16.8% 4.3
MCCM
7488
Morgan Creek Capital Management
North Carolina
$148M -$2.97M -2% 8.35% – 16 50% 1
TCM
7489
Tuttle Capital Management
Connecticut
$148M +$87.6M +144% 54.2% 115% 200 80% 1.5
MFS
7490
Monetta Financial Services
Illinois
$148M +$19.4M +15% 44.2% 275% 80 53.75% 8.5
IUC
7491
Ivory Union Consulting
$148M +$20.8M +16% 17.7% – 3 0% 2
PAYA
7492
Phil A. Younker & Associates
Alaska
$148M -$1.57M -1% 6.13% – 37 24.32% 4.6
AAG
7493
Accordant Advisory Group
Maryland
$148M -$13.1M -8% 10.6% – 252 9.52% 4.2
PPWM
7494
Perissos Private Wealth Management
Oklahoma
$148M +$33M +29% 11.9% – 85 22.35% 5.8
SA
7495
Sacks & Associates
New Jersey
$148M +$13.7M +10% 15.5% – 84 11.9% 1.8
VIS
7496
Vertex Investment Solutions
$148M +$61.7M +71% 3.73% – 29 24.14% 1.5
PLC
7497
Peapod Lane Capital
New York
$148M +$26.3M +22% 27.7% – 69 21.74% 4
NCM
7498
Nitor Capital Management
New Jersey
$148M +$18.3M +14% 3.7% – 26 15.38% 1.8
PSB
7499
Piscataqua Savings Bank
New Hampshire
$148M +$5.82M +4% 16.4% 85.5% 431 7.89% 15.1
9C
7500
9823 Capital
Texas
$148M +$15.6M +12% 13.7% – 64 78.13% 0.8