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
BWA
2801
BlueSky Wealth Advisors
North Carolina
$414M +$30.9M +8% 51
BEC
2802
Blue Edge Capital
Virginia
$414M +$46.7M +13% 104
EPAM
2803
Euro Pacific Asset Management
Puerto Rico
$412M +$17.5M +4% 60
MCM
2804
Mengis Capital Management
Oregon
$412M +$47.2M +13% 166
AMG
2805
Asset Management Group
Connecticut
$411M +$69.1M +20% 124
HCA
2806
Heck Capital Advisors
Wisconsin
$411M +$52.3M +15% 113
CRB
2807
Chad R. Baker
$410M +$38.8M +10% 56
CPI
2808
Canaan Partners IX
California
$410M +$316M +335% 2
OMC
2809
Overbrook Management Corp
New York
$410M -$23.5M -5% 121
CG
2810
Compass Group
New York
$410M +$77.7M +23% 16
DG
2811
DigitalBridge Group
Florida
$410M +$275M +205% 52
PGA
2812
Portland Global Advisors
Maine
$410M +$65M +19% 140
PRCP
2813
Pacific Ridge Capital Partners
Oregon
$410M +$56.8M +16% 128
CPH
2814
C Partners Holding
Switzerland
$410M -$21.8M -5% 25
FTC
2815
Farmers Trust Company
Ohio
$409M +$44.4M +12% 163
SVWAG
2816
Sound View Wealth Advisors Group
Georgia
$409M +$29.6M +8% 265
MCM
2817
Matarin Capital Management
New York
$409M -$67.8M -14% 223
FCB
2818
First Command Bank
Texas
$409M +$57.1M +16% 401
FCFS
2819
First Command Financial Services
Texas
$409M +$57.1M +16% 401
LC
2820
Lindbrook Capital
California
$409M +$45.6M +13% 1,956
LJAC
2821
L.J. Altfest & Co
New York
$408M +$31.9M +8% 287
PC
2822
Peavine Capital
Nevada
$408M +$112M +38% 11
VCM
2823
Virtue Capital Management
Tennessee
$408M +$1.5M +0.4% 275
CIA
2824
Capital Impact Advisors
Massachusetts
$407M +$69.8M +21% 129
CPA
2825
Capital Planning Advisors
California
$407M +$42M +12% 132