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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
STA
2276
Summit Trail Advisors
New York
$453M +$167M +58% 5.58% 74.8% 534 58.05%
LFS
2277
Lutz Financial Services
Nebraska
$453M +$102M +29% 2.77% 35.3% 54 25.93%
BMM
2278
Berkshire Money Management
Massachusetts
$453M +$24M +6% 6.92% 56.5% 27 22.22%
ES
2279
Equitec Specialists
Illinois
$453M -$481M -52% 11.1% 65.4% 103 47.57%
RBCM
2280
Raub Brock Capital Management
California
$453M +$29.2M +7% 8.12% 56.3% 46 10.87%
TIM
2281
Total Investment Management
Arizona
$453M +$19.2M +4% 4.51% 38.3% 49 12.24%
CAMG
2282
CWA Asset Management Group
Florida
$452M +$24.2M +6% 7.09% 228 17.11%
KMC
2283
Kirr Marbach & Co
Indiana
$452M -$9.31M -2% 5.11% 135% 86 33.72%
KRSITF
2284
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$452M +$32.9M +8% 8.36% 115% 426 6.81%
BPCM
2285
Beach Point Capital Management
California
$452M -$39.4M -8% 1.47% 110% 39 28.21%
CCT
2286
Chemung Canal Trust
New York
$451M +$35.9M +9% 8.28% 80.9% 122 13.11%
BCM
2287
Basso Capital Management
Connecticut
$451M -$73.9M -14% 0.86% 85.5% 208 33.65%
AWA
2288
Arete Wealth Advisors
Illinois
$451M +$31.2M +7% 5.27% 85.3% 410 23.17%
TFA
2289
Toth Financial Advisory
Virginia
$451M +$24.1M +6% 8.4% 82.5% 475 18.74%
B
2290
Brightworth
Georgia
$450M +$34.2M +8% 8.03% 21.7% 98 12.24%
OCMI
2291
Oaktop Capital Management II
New Jersey
$449M -$7.43M -2% 0.44% 451% 18 0%
FAT
2292
First American Trust
California
$448M +$22.9M +5% 7.73% 84.6% 142 21.83%
VCAM
2293
Van Cleef Asset Management
Ohio
$448M +$30.1M +7% 9.13% 87.3% 118 3.39%
FL
2294
Fort LP
Maryland
$448M +$24.7M +6% 8.5% 56.8% 435 45.75%
PAM
2295
Premier Asset Management
Illinois
$447M +$22.2M +5% 7.77% 104% 123 13.01%
KM
2296
Kylin Management
New York
$447M -$201M -31% 8.87% 126% 12 25%
11A
2297
10-15 Associates
New York
$446M +$1.2M +0.3% 5.23% 33% 113 14.16%
SG
2298
Swarthmore Group
Pennsylvania
$446M +$31.6M +8% 7.37% 44.2% 34 11.76%
DWM
2299
Dakota Wealth Management
Florida
$445M +$85.3M +24% 5.27% 112% 302 40.4%
OCG
2300
Opus Capital Group
Ohio
$445M +$36.1M +9% 4.3% 49.7% 240 13.75%