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
PO
3126
Private Ocean
California
$124M 226
BGA
3127
Belmont Global Advisors
Texas
$124M 127
PAM
3128
Peninsula Asset Management
Florida
$124M +$12.6M +11% 47
PWS
3129
Peloton Wealth Strategists
Indiana
$124M +$4.45M +4% 77
MSDF
3130
Michael & Susan Dell Foundation
New York
$124M 9
QSS
3131
Quantitative Systematic Strategies
Florida
$124M 198
ATC
3132
Adirondack Trust Company
New York
$123M +$9.79M +9% 314
TSWM
3133
Triangle Securities Wealth Management
North Carolina
$123M +$8.44M +7% 126
CMO
3134
Covenant Multifamily Offices
Texas
$123M 45
NA
3135
NS Advisors
Connecticut
$123M -$12.5M -9% 18
OIM
3136
Orca Investment Management
Oregon
$123M 87
MIM
3137
Montgomery Investment Management
Maryland
$123M -$61.1M -33% 77
CFA
3138
Camarda Financial Advisors
Florida
$123M +$46.3M +61% 202
PCM
3139
Prentice Capital Management
Connecticut
$123M 21
TCM
3140
Tradewinds Capital Management
Washington
$123M 612
GC
3141
Gratia Capital
California
$122M 32
GAM
3142
Garrison Asset Management
Arkansas
$122M +$8.08M +7% 78
SAM
3143
Senzar Asset Management
New York
$122M 19
PA
3144
Parkside Advisors
California
$122M 29
MPAM
3145
Murphy Pohlad Asset Management
Minnesota
$122M +$10.4M +9% 88
TCGI
3146
Three Corner Global Investors
New York
$122M 24
TWM
3147
Tanglewood Wealth Management
Texas
$122M +$13.4M +12% 6
VIMU
3148
Veritas Investment Management (UK)
United Kingdom
$122M +$684K +0.6% 58
FCCM
3149
First City Capital Management
Georgia
$122M +$1.14M +0.9% 177
LI
3150
LVZ Inc
Michigan
$122M 22