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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
OIM
2401
Oracle Investment Management
Connecticut
$704M -$99.5M -12% 2.21% 865% 52 61.54%
GLLW
2402
Graves Light Lenhart Wealth
Virginia
$703M +$70M +11% 6.82% 45% 794 12.22%
DC
2403
Dendur Capital
New York
$703M +$35.1M +5% 22.4% 81.3% 24 54.17%
SA
2404
Strategic Advisors
New York
$703M +$239M +51% 10.7% 87.3% 202 13.37%
EC
2405
Edenbrook Capital
New York
$703M -$280M -28% 15.8% 249% 26 23.08%
TPWA
2406
TRUE Private Wealth Advisors
Oregon
$703M +$15.5M +2% 6.61% 84% 277 15.16%
TLIC
2407
Taiyo Life Insurance Company
Japan
$702M +$68M +11% 10.7% 79.2% 5 0%
IWS
2408
Insight Wealth Strategies
California
$702M -$9.16M -1% 5.57% 79.5% 195 26.67%
AACP
2409
Advantage Alpha Capital Partners
California
$702M +$153M +28% 4.32% 79.2% 145 19.31%
TP
2410
TenCore Partners
New York
$701M -$22.3M -3% 3.46% 64.8% 16 6.25%
MG
2411
Magnolia Group
Nebraska
$700M -$179M -20% 1.28% 8.9% 14 42.86%
VV
2412
Verity & Verity
South Carolina
$700M +$31.6M +5% 11% 76.4% 106 5.66%
CPI
2413
Crestview Partners III
New York
$700M +$67.3M +11% 7.43% 5.73% 2 0%
OIM
2414
Opus Investment Management
Massachusetts
$700M +$45.6M +7% 9.2% 44.3% 95 5.26%
MIM
2415
Miller Investment Management
Pennsylvania
$699M +$117M +20% 8.69% 54% 99 13.13%
WCF
2416
West Coast Financial
California
$699M +$77.6M +12% 10.8% 22.2% 141 9.22%
RFM
2417
Royal Fund Management
Florida
$698M +$11.3M +2% 9% 92.4% 203 14.78%
TA
2418
Teton Advisors
New York
$697M +$7.59M +1% 7.23% 78.4% 415 9.64%
GCM
2419
Galibier Capital Management
Ontario, Canada
$697M -$33M -5% 7.17% 66.8% 46 17.39%
GKFF
2420
George Kaiser Family Foundation
Oklahoma
$697M +$91.1M +15% 11.3% 75.9% 48 18.75%
CWM
2421
C2C Wealth Management
Arizona
$696M 20.4% 63.2% 226
VCM
2422
Violich Capital Management
California
$696M +$74.3M +12% 12.6% 100% 123 7.32%
CA
2423
Cornerstone Advisory
Maryland
$696M +$91.7M +15% 7.89% 53.5% 879 74.06%
SMG
2424
Spectrum Management Group
Indiana
$695M +$60.5M +10% 11.3% 44% 436 36.93%
SJIC
2425
St. James Investment Company
Texas
$694M +$10.3M +2% 7.58% 47.7% 37 13.51%