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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
CA
2226
CapWealth Advisors
Tennessee
$920M +$128M +16% 26.6% 143% 111 12.61%
SGK
2227
Steigerwald Gordon & Koch
Virginia
$917M +$90.4M +11% 9.2% 59.5% 131 8.4%
MFM
2228
MHR Fund Management
New York
$917M +$96.4M +12% 11.3% 332% 10 20%
LM
2229
Lincluden Management
Ontario, Canada
$917M +$93.4M +11% 13.7% 56.6% 73 2.74%
WC
2230
Waterloo Capital
Texas
$916M +$83M +10% 7.58% 79.8% 402 25.62%
OCMI
2231
Oaktop Capital Management II
New Jersey
$916M -$60.1M -6% 4.04% 451% 16 6.25%
AWA
2232
Amplius Wealth Advisors
Pennsylvania
$916M +$17.3M +2% 5.23% 54.7% 178 8.43%
RCYC
2233
Richard C. Young & Co
Rhode Island
$916M +$92.9M +11% 9.21% 137% 83 9.64%
RIA
2234
Retirement Investment Advisors
Oklahoma
$915M +$91.8M +11% 6.14% 58 10.34%
SFO
2235
Stokes Family Office
Louisiana
$914M +$61.3M +7% 6.36% 68.1% 240 12.5%
MHIC
2236
Marble Harbor Investment Counsel
Massachusetts
$914M +$64.2M +8% 9.65% 66.7% 212 4.72%
MAWA
2237
Moss Adams Wealth Advisors
Washington
$913M +$189M +26% 6.31% 71.9% 222 28.38%
TI
2238
Trigran Investments
Illinois
$913M -$42.8M -4% 0.37% 30.2% 21 9.52%
PCA
2239
Private Capital Advisors
Connecticut
$913M +$15.4M +2% 3.34% 138% 90 22.22%
BI
2240
Bramshill Investments
Florida
$913M -$6.08M -0.7% 3.3% 3.6% 198 47.47%
VFP
2241
Verus Financial Partners
Virginia
$913M +$52.8M +6% 5.96% 41.6% 103 12.62%
SIA
2242
Strategic Investment Advisors
Michigan
$913M +$92.5M +11% 6% 66.1% 246 7.72%
CIPU
2243
Caledonia Investments plc (UK)
United Kingdom
$912M +$80.7M +10% 12.1% 48.7% 14 0%
TCM
2244
Teza Capital Management
Illinois
$911M +$95.7M +12% 6.81% 140% 784 54.72%
D
2245
Diversified
Delaware
$911M +$59.8M +7% 5.76% 34.4% 237 5.49%
DE
2246
Diversified Enterprises
Delaware
$911M 5.76% 229
BPIM
2247
Brant Point Investment Management
New York
$910M -$205M -18% 12.8% 169% 131 43.51%
WCF
2248
West Coast Financial
California
$909M +$65.1M +8% 7.49% 22.2% 177 9.04%
RWM
2249
Rockwood Wealth Management
Pennsylvania
$909M +$87.5M +11% 6.22% 48.9% 93 10.75%
TCG
2250
Tremblant Capital Group
Florida
$909M -$15M -2% 9.86% 131% 48 22.92%