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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 Avg Holding
Period (Yrs)
Running Oak Capital
2376
Running Oak Capital
Minnesota
$900M +$70.4M +8% 5.01% 32.7% 56 0% 3.1
Cutler Investment Counsel
2377
Cutler Investment Counsel
Oregon
$899M +$66.3M +8% 7.48% 56.2% 139 4.32% 5
RW Investment Management
2378
RW Investment Management
Idaho
$897M +$83.7M +10% 6.99% – 109 11.93% 1.9
Khrom Capital Management
2379
Khrom Capital Management
Florida
$897M +$149M +20% 11.3% 35.6% 17 29.41% 1
PSG Equity
2380
PSG Equity
Massachusetts
$897M +$35.9M +4% 4.17% 13.7% 1 0% 3.5
Iron Gate Global Advisors
2381
Iron Gate Global Advisors
Utah
$897M +$172M +24% 16.1% 106% 103 27.18% 3.8
SBCM
2382
Schwerin Boyle Capital Management
Massachusetts
$897M -$73.1M -8% 7.22% 72.3% 54 7.41% 6.5
Institute for Wealth Management
2383
Institute for Wealth Management
Colorado
$897M +$117M +15% 17.3% 137% 568 8.63% 4
Technology Crossover Management X
2384
Technology Crossover Management X
California
$897M +$212M +31% 31.5% 73.1% 6 0% 4
Kohmann Bosshard Financial Services
2385
Kohmann Bosshard Financial Services
Ohio
$896M +$48.5M +6% 6.31% 42.8% 292 34.59% 4
Abner Herrman & Brock
2386
Abner Herrman & Brock
New Jersey
$896M +$113M +14% 17.4% 156% 57 10.53% 5.6
Wealth Alliance
2387
Wealth Alliance
New York
$895M +$69.1M +8% 8.16% 75.7% 571 14.71% 3
Jag Capital Management
2388
Jag Capital Management
Missouri
$894M +$144M +19% 22.3% 230% 161 26.71% 3.9
BFSG LLC
2389
BFSG LLC
California
$894M +$72.1M +9% 8.34% 81.9% 708 10.03% 2
Bensler
2390
Bensler
Washington
$894M +$95.1M +12% 13.1% 106% 177 15.82% 2.3
Unison Advisors
2391
Unison Advisors
District of Columbia
$894M +$108M +14% 6.48% 54.6% 179 3.35% 3.4
BDF Gestion
2392
BDF Gestion
France
$894M -$23.1M -3% 16.4% – 148 10.81% 0.9
SYM Financial Corp
2393
SYM Financial Corp
Indiana
$893M +$81.8M +10% 8.86% 56% 452 29.2% 1.5
Nellore Capital Management
2394
Nellore Capital Management
California
$892M +$157M +21% 22.3% 73.8% 17 23.53% 2.5
AIC
2395
AWM Investment Company
New York
$892M +$166M +23% 41% 778% 106 21.7% 3.3
Occudo Quantitative Strategies
2396
Occudo Quantitative Strategies
Florida
$891M +$138M +18% 12% 94.6% 949 70.07% 0.3
Middleton & Co
2397
Middleton & Co
Massachusetts
$890M +$34.3M +4% 9.06% 81.8% 168 11.31% 6.5
TRUE Private Wealth Advisors
2398
TRUE Private Wealth Advisors
Oregon
$890M +$66.8M +8% 7.85% 89.2% 260 16.92% 4.2
Graham Holdings Company
2399
Graham Holdings Company
Virginia
$890M -$11.5M -1% 0.01% 95.1% 5 0% 3.4
Financial Management Professionals
2400
Financial Management Professionals
Texas
$889M +$106M +14% 9.63% 67.3% 1,087 15.36% 3.9