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
OCA
2501
Octagon Capital Advisors
New York
$625M +$56.9M +10% 47
MSAM
2502
Moloney Securities Asset Management
Missouri
$624M +$69.4M +13% 497
WIM
2503
WealthPlan Investment Management
Nebraska
$624M +$58.6M +10% 199
PRC
2504
Pearl River Capital
Michigan
$624M -$13.2M -2% 662
BEAM
2505
Baker Ellis Asset Management
Washington
$624M +$67M +12% 220
CM
2506
CastleKnight Management
New York
$624M +$37.2M +6% 327
SCA
2507
Stillwater Capital Advisors
Pennsylvania
$624M +$74.1M +13% 74
TCM
2508
Twele Capital Management
Minnesota
$623M +$39.7M +7% 42
MGAM
2509
McGowan Group Asset Management
Texas
$623M -$10.8M -2% 142
TIM
2510
Thompson Investment Management
Wisconsin
$622M +$58.9M +10% 446
NEAM
2511
New England Asset Management
Connecticut
$621M +$11.6M +2% 121
BPIH
2512
Broad Peak Investment Holdings
Singapore
$621M -$149M -19% 22
CHC
2513
City Holding Co
West Virginia
$620M +$59M +11% 527
NRG
2514
Nemes Rush Group
Michigan
$620M +$67.8M +12% 703
IWS
2515
Insight Wealth Strategies
California
$619M +$101M +20% 155
NRA
2516
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 51
IDA
2517
Intelligence Driven Advisers
California
$619M +$55.6M +10% 105
HIC
2518
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 112
TIP
2519
Torray Investment Partners
Maryland
$618M +$51.1M +9% 97
AAM
2520
Auxier Asset Management
Oregon
$618M +$32M +5% 174
WC
2521
Waterloo Capital
Texas
$618M +$277M +81% 397
SFC
2522
SYM Financial Corp
Indiana
$618M +$54.3M +10% 207
SJIC
2523
St. James Investment Company
Texas
$617M -$39.4M -6% 27
VCM
2524
Violich Capital Management
California
$616M +$29.9M +5% 107
AI
2525
Arvest Investments
Arkansas
$616M 154