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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
SFG
2101
Sage Financial Group
Pennsylvania
$813M +$843K +0.1% 0.69% 62% 72 4.17%
AIIMS
2102
Analyst IMS Investment Management Services
Israel
$812M -$22.2M -3% 2.66% 99.4% 103 7.77%
CU
2103
CDAM (UK)
United Kingdom
$812M +$36.6M +5% 1.8% 2.11% 13 7.69%
AEPI
2104
AH Equity Partners III
California
$811M +$147M +22% 30.8% 42.6% 12 50%
CTA
2105
Colonial Trust Advisors
South Carolina
$811M -$8.33M -1% 0.42% 68.3% 196 6.12%
MWM
2106
Meridian Wealth Management
Kentucky
$811M +$26.1M +3% 0.01% 91% 409 12.22%
COF
2107
Capital One Financial
Virginia
$810M -$14.2M -2% 0.79% 197 5.58%
SC
2108
Skylands Capital
Wisconsin
$810M -$34.9M -4% 1.86% 64.3% 158 14.56%
JAFL
2109
Jay A. Fishman Ltd
Michigan
$807M -$10.5M -1% 2.67% 105% 95 4.21%
SFI
2110
SPC Financial Inc
Maryland
$807M -$16.9M -2% 0.24% 65.1% 177 8.47%
BBCM
2111
Broad Bay Capital Management
New York
$807M -$37.3M -4% 1.33% 242% 23 43.48%
LF
2112
Lannebo Fonder
Sweden
$807M -$7.42M -0.9% 3.94% 49.8% 37 2.7%
AAIM
2113
American Assets Investment Management
California
$807M +$42.5M +6% 0.97% 413% 163 20.86%
BCM
2114
BTR Capital Management
California
$807M +$5.49M +0.7% 0.7% 35% 170 5.29%
CRM
2115
Cardano Risk Management
Netherlands
$806M -$17.2M -2% 3.01% 170% 5 0%
PS
2116
Portfolio Solutions
Michigan
$806M -$52.3M -6% 1.42% 11.6% 49 18.37%
ACGDR
2117
Atmos Capital Gestao de Recursos
Brazil
$804M +$39.7M +5% 2.2% 210% 30 50%
LC
2118
L1 Capital
Australia
$804M +$320M +66% 0.7% 139% 17 52.94%
CT
2119
Coastline Trust
Rhode Island
$804M -$4.12M -0.5% 0.45% 79.1% 328 3.66%
OIM
2120
Oracle Investment Management
Connecticut
$803M +$77.7M +11% 11.5% 865% 46 50%
FDCC
2121
Foster Dykema Cabot & Co
Massachusetts
$802M +$1.22M +0.2% 1.16% 34% 104 19.23%
BB
2122
Bell Bank
North Dakota
$802M +$44M +6% 0.66% 64.3% 178 10.67%
OAM
2123
Optimal Asset Management
California
$800M -$44.7M -5% 0.59% 357 4.2%
NIEF
2124
Nalanda India Equity Fund
Mauritius
$799M +$31.5M +4% 4.11% 23.6% 2 0%
EC
2125
Estate Counselors
Wisconsin
$799M +$35.9M +5% 1.02% 52.1% 180 9.44%