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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
FAAM
2101
First Ascent Asset Management
Colorado
$775M +$23.8M +3% 3.59% 4.15% 72 27.78%
OQS
2102
Occudo Quantitative Strategies
Florida
$774M -$190M -20% 6.78% 67.4% 1,404 64.81%
UAS
2103
United Asset Strategies
New York
$774M -$28.6M -4% 3.15% 94.6% 248 13.71%
PP
2104
PDS Planning
Ohio
$773M -$9.14M -1% 3.18% 48.6% 361 12.19%
FFS
2105
Founders Financial Securities
Maryland
$772M +$14.6M +2% 3.22% 52.3% 353 15.3%
PWMAG
2106
Pinnacle Wealth Management Advisory Group
New Jersey
$772M -$32.5M -4% 3.6% 64.3% 343 7.87%
VIM
2107
Vancity Investment Management
British Columbia, Canada
$771M -$6.28M -0.8% 3.15% 75 12%
EECFX
2108
EnCap Energy Capital Fund XI
Texas
$770M -$72.6M -9% 33.6% 21% 2 0%
CAM
2109
Cozad Asset Management
Illinois
$770M -$31.9M -4% 2.77% 94% 397 12.09%
SWM
2110
SeaCrest Wealth Management
New York
$770M -$22.3M -3% 2.16% 142% 665 12.18%
JMFC
2111
J.M. Forbes & Co
Massachusetts
$769M -$34.3M -4% 2.99% 95.1% 130 7.69%
VFP
2112
Verus Financial Partners
Virginia
$768M -$25.6M -3% 3.41% 41.6% 105 3.81%
MP
2113
Makaira Partners
California
$767M +$28M +4% 3.16% 22% 10 0%
HCM
2114
Hengehold Capital Management
Ohio
$766M +$12.8M +2% 3.37% 48.1% 172 6.4%
AIM
2115
Anchor Investment Management
South Carolina
$766M -$17M -2% 2.72% 59.4% 1,016 9.94%
DAM
2116
Dorsey Asset Management
Illinois
$766M +$10.6M +1% 2.55% 92.5% 11 18.18%
ICVCFIA
2117
IDG China Venture Capital Fund IV Associates
Hong Kong
$766M +$188M +33% 41.2% 89.6% 5 0%
IPAM
2118
ICICI Prudential Asset Management
India
$765M -$22.8M -3% 3.86% 36.9% 166 7.83%
HIC
2119
Harvey Investment Company
Kentucky
$764M -$299K -0% 3.54% 48.4% 94 8.51%
PCP
2120
P2 Capital Partners
New York
$764M -$95M -11% 7.15% 0.1% 16 18.75%
HIA
2121
Harbor Investment Advisory
Maryland
$764M +$46.1M +6% 1.15% 90.8% 1,387 17.66%
VIP
2122
Vantage Investment Partners
Missouri
$763M -$8.84M -1% 4.1% 50.9% 71 16.9%
ACM
2123
Atika Capital Management
New York
$762M -$237M -24% 1.59% 553% 107 52.34%
MHIC
2124
Marble Harbor Investment Counsel
Massachusetts
$762M -$32.8M -4% 4% 55.1% 196 8.67%
DLIC
2125
Daido Life Insurance Company
Japan
$762M -$142M -16% 3.65% 57.1% 12 58.33%