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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
AHC
2226
Anderson Hoagland & Co
Missouri
$696M +$9.22M +1% 8.93% 95.1% 126 5.56%
MC
2227
Middleton & Co
Massachusetts
$696M +$21.1M +3% 8.61% 69.7% 160 6.25%
CWM
2228
Curi Wealth Management
North Carolina
$696M -$17.4M -2% 4.3% 16.2% 195 20%
PAM
2229
PSquared Asset Management
Switzerland
$695M +$347M +100% 17.3% 178% 19 84.21%
OCA
2230
Octagon Capital Advisors
New York
$695M +$52.8M +8% 11.9% 2,969% 46 52.17%
KBG
2231
Kahn Brothers Group
New York
$695M -$64.9M -9% 2.63% 53.4% 45 0%
CLC
2232
Charles-Lim Capital
Hong Kong
$694M +$23.7M +4% 19.5% 4.44% 14 64.29%
SVCF
2233
Silicon Valley Community Foundation
California
$694M +$174M +33% 45.2% 309% 19 5.26%
BMC
2234
Battery Management Corp
Massachusetts
$694M +$147M +27% 37.1% 45.1% 8 0%
M
2235
Mirova
France
$693M +$54.6M +9% 4.61% 64.6% 221 43.89%
FFS
2236
Founders Financial Securities
Maryland
$693M +$57.6M +9% 5.52% 64.3% 344 12.79%
ITP
2237
Iron Triangle Partners
Connecticut
$693M +$135M +24% 6.33% 152% 38 60.53%
LCM
2238
Lattice Capital Management
Washington
$693M +$86.4M +14% 17.3% 187% 59 11.86%
TCM
2239
Traynor Capital Management
Pennsylvania
$693M -$16.7M -2% 23.2% 225% 238 17.23%
KP
2240
Keel Point
Alabama
$692M +$55.1M +9% 6.89% 76.4% 330 18.79%
RC
2241
Randolph Company
Ohio
$692M +$38.9M +6% 2.76% 120% 51 13.73%
CWM
2242
Circle Wealth Management
New Jersey
$692M +$44.2M +7% 8.09% 71.8% 170 10.59%
HMH
2243
Hackensack Meridian Health
New Jersey
$692M -$19.7M -3% 3.41% 53.4% 7 0%
MAA
2244
Matrix Asset Advisors
New York
$691M +$24.2M +4% 5.66% 76.9% 99 17.17%
MG
2245
Magnolia Group
Nebraska
$691M -$41.7M -6% 1.13% 9.52% 13 15.38%
IAIM
2246
International Assets Investment Management
Florida
$691M -$277M -29% 9.38% 88.5% 1,404 62.32%
CAM
2247
Crake Asset Management
United Kingdom
$691M +$457M +196% 14.5% 52.7% 15 60%
QA
2248
Quantitative Advantage
Minnesota
$689M +$41.2M +6% 5.09% 45.9% 124 16.94%
EBSAM
2249
Eubel Brady & Suttman Asset Management
Ohio
$689M +$68.1M +11% 5.85% 40.2% 93 11.83%
TWM
2250
Tanglewood Wealth Management
Texas
$688M +$20.8M +3% 5.64% 59.7% 35 14.29%