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
3251
Private Ocean
California
$134M -$1.67M -1% 237
LIM
3252
Loudon Investment Management
New Hampshire
$134M -$6.61M -5% 82
MSDF
3253
Michael & Susan Dell Foundation
New York
$134M +$13.3M +11% 8
ATC
3254
Adirondack Trust Company
New York
$134M +$1.84M +1% 356
CM
3255
CoreCommodity Management
Connecticut
$134M -$48.2M -27% 197
TCM
3256
TAM Capital Management
Connecticut
$133M 17
OAJ
3257
Ogorek Anthony Joseph
New York
$133M 50
GAM
3258
Garrison Asset Management
Arkansas
$133M $0 0% 85
WCWM
3259
Wooster Corthell Wealth Management
Connecticut
$133M +$6.16M +5% 23
JAM
3260
JW Asset Management
Florida
$133M 57
LC
3261
Lightyear Capital
New York
$133M 3
VWM
3262
Vector Wealth Management
Minnesota
$133M -$2.7M -2% 74
TC
3263
Talkot Capital
California
$133M -$9.59M -7% 19
VNA
3264
Valley National Advisers
Pennsylvania
$133M 458
CCP
3265
Cryder Capital Partners
United Kingdom
$133M 11
LMAM
3266
Legg Mason Asset Management
Japan
$132M -$9.93M -7% 148
CNC
3267
Citizens & Northern Corp
Pennsylvania
$132M +$8.87M +7% 112
BFC
3268
Blue Fin Capital
Rhode Island
$132M +$6.48M +5% 133
CFA
3269
CT Financial Advisors
Pennsylvania
$132M 529
RDM
3270
Retirement Design & Management
Connecticut
$132M 77
BW
3271
Bison Wealth
Georgia
$132M 197
SVG
3272
Sun Valley Gold
Idaho
$132M -$46.2M -26% 30
GWM
3273
Graybill Wealth Management
Illinois
$132M +$1.5M +1% 53
PWS
3274
Peloton Wealth Strategists
Indiana
$132M +$4.59M +4% 82
ADBIC
3275
A.D. Beadell Investment Counsel
Wisconsin
$131M +$125K +0.1% 109