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
ARMC
2601
American Research & Management Company
Massachusetts
$334M -$16.3M -5% 385
IVGAI
2602
Index Venture Growth Associates II
Jersey
$334M +$254M +317% 3
OCG
2603
Opus Capital Group
Ohio
$334M -$41.2M -11% 235
WIC
2604
Wilkins Investment Counsel
Massachusetts
$333M +$2.21M +0.7% 75
CAM
2605
Cubic Asset Management
Massachusetts
$333M -$4.86M -1% 180
VCP
2606
Vestar Capital Partners
New York
$333M +$144K +0% 1
BCM
2607
Buckhead Capital Management
Georgia
$333M +$12M +4% 92
KLCMU
2608
Kite Lake Capital Management (UK)
United Kingdom
$332M -$16.9M -5% 13
WA
2609
Wealth Architects
California
$332M +$11.2M +4% 143
1M
2610
13D Management
New York
$332M -$5.83M -2% 31
LWM
2611
Lyell Wealth Management
California
$332M +$32.2M +11% 126
AEPG
2612
American Economic Planning Group
New Jersey
$332M +$11.3M +4% 90
GFWEX
2613
G.F.W. Energy X
Texas
$331M -$139M -29% 4
LWIC
2614
Leith Wheeler Investment Counsel
British Columbia, Canada
$331M +$8.37M +3% 31
PP
2615
Pegasus Partners
Wisconsin
$331M -$11.8M -3% 184
MBT
2616
Montecito Bank & Trust
California
$331M +$3.78M +1% 217
SC
2617
Serenity Capital
California
$330M +$19M +6% 9
WA
2618
Waddell & Associates
Tennessee
$330M +$15.4M +5% 17
EGA
2619
Evermore Global Advisors
New Jersey
$330M +$30.9M +10% 27
LF
2620
Lannebo Fonder
Sweden
$330M +$16.9M +5% 24
AFIA
2621
America First Investment Advisors
Nebraska
$329M +$2.98M +0.9% 96
CIAS
2622
Capital Investment Advisory Services
North Carolina
$329M +$60.4M +23% 1,508
EVM
2623
Evelyn V. Moreno
$329M -$10M -3% 66
TA
2624
Tamarack Advisers
California
$329M +$77.2M +31% 27
GIA
2625
Gladstone Institutional Advisory
Florida
$328M +$55.8M +20% 298