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
OC
3026
Oakmont Corp
California
$571M +$64M +13% 32
SIG
3027
Sky Investment Group
Connecticut
$571M +$29M +5% 142
SCM
3028
Schnieders Capital Management
California
$570M +$102M +22% 230
HWM
3029
Horizon Wealth Management
Illinois
$569M -$23.8M -4% 118
PA
3030
Probity Advisors
Texas
$569M +$48.6M +9% 237
BMC
3031
Battery Management Corp
Massachusetts
$569M -$118M -17% 7
RI
3032
RPTC Inc
Wyoming
$569M +$71M +14% 7
TWP
3033
TFO Wealth Partners
Ohio
$568M +$64M +13% 49
SIC
3034
SFE Investment Counsel
California
$568M +$67.4M +13% 152
VI
3035
Versor Investments
New York
$567M -$46M -7% 981
PIMC
3036
Praesidium Investment Management Company
New York
$567M +$32.2M +6% 15
SFG
3037
SevenBridge Financial Group
Pennsylvania
$567M +$59M +12% 229
MCO
3038
MAK Capital One
New York
$567M +$96.5M +21% 14
SFS
3039
Security Financial Services
Indiana
$566M +$62.5M +12% 188
VHMC
3040
Value Holdings Management Company
New York
$566M +$32.9M +6% 34
AMCA
3041
Arthur M. Cohen & Associates
Illinois
$566M +$44.5M +9% 129
CAM
3042
Creekmur Asset Management
Illinois
$566M +$88.9M +19% 885
AMM
3043
American Money Management
California
$566M +$38.5M +7% 152
JSA
3044
Jacobson & Schmitt Advisors
Wisconsin
$564M +$75M +15% 71
HS
3045
Hazelview Securities
Ontario, Canada
$564M +$14M +3% 36
MCM
3046
Morton Capital Management
California
$564M +$46.4M +9% 128
HG
3047
Harbor Group
New Hampshire
$564M +$63.6M +13% 102
BIP
3048
Blueprint Investment Partners
North Carolina
$564M +$16.3M +3% 118
KNW
3049
Kesler Norman & Wride
Utah
$564M +$38.2M +7% 229
HWM
3050
Hohimer Wealth Management
Washington
$564M +$50.1M +10% 304