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
OCG
2601
Opus Capital Group
Ohio
$334M -$41.2M -11% 235
WIC
2602
Wilkins Investment Counsel
Massachusetts
$333M +$2.21M +0.7% 75
CAM
2603
Cubic Asset Management
Massachusetts
$333M -$4.86M -1% 180
VCP
2604
Vestar Capital Partners
New York
$333M +$144K +0% 1
BCM
2605
Buckhead Capital Management
Georgia
$333M +$12M +4% 92
KLCMU
2606
Kite Lake Capital Management (UK)
United Kingdom
$332M -$16.9M -5% 13
WA
2607
Wealth Architects
California
$332M +$11.2M +4% 143
1M
2608
13D Management
New York
$332M -$5.83M -2% 31
LWM
2609
Lyell Wealth Management
California
$332M +$32.2M +11% 126
AEPG
2610
American Economic Planning Group
New Jersey
$332M +$11.3M +4% 90
GFWEX
2611
G.F.W. Energy X
Texas
$331M -$139M -29% 4
LWIC
2612
Leith Wheeler Investment Counsel
British Columbia, Canada
$331M +$8.37M +3% 31
PP
2613
Pegasus Partners
Wisconsin
$331M -$11.8M -3% 184
MBT
2614
Montecito Bank & Trust
California
$331M +$3.78M +1% 217
SC
2615
Serenity Capital
California
$330M +$19M +6% 9
WA
2616
Waddell & Associates
Tennessee
$330M +$15.4M +5% 17
EGA
2617
Evermore Global Advisors
New Jersey
$330M +$30.9M +10% 27
LF
2618
Lannebo Fonder
Sweden
$330M +$16.9M +5% 24
AFIA
2619
America First Investment Advisors
Nebraska
$329M +$2.98M +0.9% 96
CIAS
2620
Capital Investment Advisory Services
North Carolina
$329M +$60.4M +23% 1,508
EVM
2621
Evelyn V. Moreno
$329M -$10M -3% 66
TA
2622
Tamarack Advisers
California
$329M +$77.2M +31% 27
GIA
2623
Gladstone Institutional Advisory
Florida
$328M +$55.8M +20% 298
OM
2624
Opaleye Management
Massachusetts
$328M -$33M -9% 63
MAM
2625
Mark Asset Management
New York
$328M -$6.84M -2% 62