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
CSM
3051
CAMG Solamere Management
North Carolina
$225M +$24.5M +12% 144
OCM
3052
Oakview Capital Management
Texas
$225M +$14.8M +7% 18
SQA
3053
Simon Quick Advisors
New Jersey
$224M -$51.5M -19% 671
CGL
3054
Clarius Group LLC
Washington
$224M -$13.5M -6% 77
PC
3055
Palo Capital
California
$224M +$34.6M +18% 132
BA
3056
Birinyi Associates
Connecticut
$224M +$13.7M +6% 100
JCG
3057
JHL Capital Group
Illinois
$224M -$44.5M -17% 14
PCM
3058
Princeton Capital Management
New Jersey
$224M 100
IAS
3059
IMA Advisory Services
Colorado
$224M +$7.98M +4% 135
GWA
3060
Guidant Wealth Advisors
Illinois
$223M +$82.5M +59% 214
MIM
3061
Mittleman Investment Management
New York
$223M +$4.34M +2% 7
KAS
3062
Kemnay Advisory Services
New York
$223M -$9.01M -4% 138
BWA
3063
BDO Wealth Advisors
Florida
$223M +$21M +10% 527
SWM
3064
Stockman Wealth Management
Montana
$223M +$13.6M +6% 161
TCP
3065
ThornTree Capital Partners
Massachusetts
$222M -$7.4M -3% 19
EDRIA
3066
Edmonds Duncan Registered Investment Advisors
Kansas
$222M +$6.9M +3% 111
ISB
3067
Iowa State Bank
Iowa
$222M +$9.7M +5% 99
BBPWM
3068
Blue Bell Private Wealth Management
Pennsylvania
$222M +$13M +6% 245
NU
3069
Northwestern University
Illinois
$222M +$78M +54% 3
TG
3070
TRV GP
Massachusetts
$221M 5
WAMC
3071
Western Asset Management Company
California
$221M +$1.92M +0.9% 68
GF
3072
Goodman Financial
Texas
$221M +$16.6M +8% 159
BFO
3073
Biltmore Family Office
North Carolina
$221M 150
CC
3074
Chanos & Company
New York
$221M -$19.3M -8% 36
GIM
3075
Greystone Investment Management
Ohio
$221M +$13M +6% 53