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
MOS
3101
MGO One Seven
Ohio
$216M 1,821
UAM
3102
UAS Asset Management
New York
$216M +$10.1M +5% 31
USGIU
3103
U.S. Global Investors (USGI)
Texas
$216M -$47.6M -18% 190
ITIM
3104
Indiana Trust & Investment Management
Indiana
$216M +$7.95M +4% 139
KHCM
3105
Kettle Hill Capital Management
New York
$215M +$127M +143% 53
RCP
3106
Rothschild Capital Partners
New York
$215M +$4.99M +2% 58
GE
3107
General Electric
Ohio
$215M -$65.3M -23% 8
NOCM
3108
Night Owl Capital Management
Connecticut
$215M +$7.7M +4% 26
RPA
3109
Rock Point Advisors
Vermont
$215M -$69K -0% 79
WCM
3110
Windsor Capital Management
Arizona
$215M +$16.8M +8% 119
FPCP
3111
Fort Point Capital Partners
California
$215M +$5.8M +3% 171
DAM
3112
Doheny Asset Management
California
$215M -$2.88M -1% 119
BPV
3113
Battery Partners VIII
Massachusetts
$214M +$481K +0.2% 1
RA
3114
RFG Advisory
Alabama
$214M +$52.4M +32% 181
MM
3115
Meridian Management
Arkansas
$214M +$12.4M +6% 78
WCM
3116
Weik Capital Management
Pennsylvania
$214M +$4.05M +2% 125
NLVP
3117
New Leaf Venture Partners
New York
$214M -$1.68M -0.8% 17
SAM
3118
Shikiar Asset Management
New York
$214M -$16.4M -7% 112
SHWM
3119
Smith & Howard Wealth Management
Georgia
$214M +$3.1M +1% 47
YEPI
3120
Yorktown Energy Partners IX
New York
$213M -$3.26M -2% 3
AFS
3121
Amtrust Financial Services
New York
$213M +$25.6M +14% 65
BDCM
3122
Black Diamond Capital Management
Connecticut
$213M +$16.7M +9% 3
TL
3123
TrueWealth LLC
Georgia
$213M 944
CCM
3124
CWH Capital Management
Washington
$213M +$8.98M +4% 49
FA
3125
FMA Advisory
Pennsylvania
$213M +$41.8M +24% 155