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
LWI
3201
Long Wharf Investors
Massachusetts
$127M +$10.5M +9% 152
TIC
3202
Trees Investment Counsel
Illinois
$127M +$2.38M +2% 59
AF
3203
Aldebaran Financial
$127M +$12.6M +11% 132
IWC
3204
Integrated Wealth Counsel
California
$127M +$266K +0.2% 167
CC
3205
Columbia Capital
California
$127M -$12.6M -9% 87
BWP
3206
BSW Wealth Partners
Colorado
$127M +$3.25M +3% 52
DSN
3207
D. Scott Neal
Kentucky
$127M +$7.79M +7% 41
FCM
3208
Forester Capital Management
Illinois
$127M -$1.45M -1% 67
OIM
3209
Orca Investment Management
Oregon
$127M +$6.37M +5% 89
NFG
3210
NewFocus Financial Group
Washington
$127M +$5.63M +5% 48
PSC
3211
Piper Sandler & Co
Minnesota
$126M +$24.5M +24% 186
FWM
3212
Focused Wealth Management
New York
$126M +$8.96M +8% 718
WAM
3213
Watershed Asset Management
California
$126M -$20.6M -14% 33
GECH
3214
Garnet Equity Capital Holdings
New York
$126M +$1.15M +0.9% 30
PCM
3215
Prentice Capital Management
Connecticut
$126M +$11M +10% 32
FCE
3216
Fiera Capital (Europe)
Cayman Islands
$126M -$6.16M -5% 63
BAM
3217
Boyar Asset Management
New York
$126M +$3.11M +3% 71
SIS
3218
Sandell Investment Services
New York
$126M -$503K -0.4% 25
ILM
3219
Indigo Latam Management
Arizona
$125M +$9.76M +8% 1
LBIM
3220
Land & Buildings Investment Management
Connecticut
$125M +$22.3M +22% 31
PAPAIJV
3221
Paragon Associates & Paragon Associates II Joint Venture
Texas
$125M +$25M +25% 22
BCM
3222
Boyle Capital Management
Iowa
$125M +$3.92M +3% 26
CCAM
3223
Coupland Cardiff Asset Management
United Kingdom
$125M -$18.7M -13% 11
SJL
3224
Shayne & Jacobs LLC
Tennessee
$125M +$40K +0% 23
BFC
3225
Blue Fin Capital
Rhode Island
$125M +$11.3M +10% 131