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
WOC
3251
West Oak Capital
California
$139M +$8.63M +7% 347
PMLI
3252
Penn Mutual Life Insurance
Pennsylvania
$138M +$19.9M +17% 26
CCM
3253
CWH Capital Management
Washington
$138M -$2.65M -2% 51
BCM
3254
BHZ Capital Management
California
$138M -$9.94M -7% 102
PMFA
3255
Plante Moran Financial Advisors
Michigan
$138M +$8.11M +6% 988
SAIG
3256
Semper Augustus Investments Group
Colorado
$138M -$1.55M -1% 31
BC
3257
Birchview Capital
Vermont
$138M -$2.5M -2% 46
LWM
3258
Lenox Wealth Management
Ohio
$138M -$6.42M -4% 260
PCM
3259
Pointe Capital Management
Michigan
$137M +$10.7M +8% 157
OWIM
3260
Old West Investment Management
California
$137M +$17.5M +15% 66
TWM
3261
Torch Wealth Management
Ohio
$137M +$3.97M +3% 103
GIM
3262
Groesbeck Investment Management
New Jersey
$137M -$2.85M -2% 93
RHFI
3263
Reilly Herbert Faulkner III
$136M +$1.09M +0.8% 44
CHP
3264
Cable Hill Partners
Oregon
$136M +$2.97M +2% 767
BRF
3265
B. Riley Financial
California
$136M -$43K -0% 152
LK
3266
Lumbard & Kellner
New Hampshire
$136M -$430K -0.3% 87
BCVI
3267
Bain Capital Venture Investors
Massachusetts
$136M -$1.47M -1% 3
IWA
3268
Intercontinental Wealth Advisors
Texas
$136M +$2.88M +2% 130
WGCA
3269
Wolf Group Capital Advisors
Virginia
$135M +$2.53M +2% 121
PAM
3270
Prudence Asset Management
Hong Kong
$135M +$34.4M +34% 28
PC
3271
Premise Capital
Illinois
$135M +$23.7M +21% 14
NFG
3272
NewFocus Financial Group
Washington
$135M -$1.34M -1% 53
NGA
3273
New Generation Advisors
Massachusetts
$135M -$27.7M -17% 39
AIM
3274
AMI Investment Management
Indiana
$135M +$6.37M +5% 48
IOOF
3275
Independent Order of Foresters
Ontario, Canada
$135M +$3.24M +2% 108