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
PFA
3301
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 93
I
3302
INVST
Indiana
$178M -$18.4M -9% 59
ACM
3303
Aquamarine Capital Management
New York
$178M -$30.1M -15% 15
GCA
3304
GSI Capital Advisors
California
$177M -$15M -8% 36
BFO
3305
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 156
SFS
3306
Shaker Financial Services
Virginia
$177M -$31.3M -15% 172
WF
3307
WoodTrust Financial
Wisconsin
$177M -$29.7M -14% 79
CCM
3308
Context Capital Management
California
$177M +$5.1M +3% 96
OAM
3309
Occidental Asset Management
California
$177M -$23.5M -12% 163
TFS
3310
TrustCore Financial Services
Tennessee
$177M -$126M -42% 884
SAM
3311
Summit Asset Management
Tennessee
$177M -$39.1M -18% 123
SM
3312
Salzhauer Michael
$177M -$73.2M -29% 153
EECFV
3313
EnCap Energy Capital Fund VIII
Texas
$176M -$201M -53% 3
ECM
3314
EII Capital Management
New York
$176M -$6.71M -4% 245
CCM
3315
Crossvault Capital Management
Texas
$176M -$17.9M -9% 81
TLCM
3316
Tiger Legatus Capital Management
New York
$176M -$122M -41% 12
FFM
3317
Fullerton Fund Management
Singapore
$176M -$20.6M -10% 36
PFSC
3318
Peoples Financial Services Corp
Pennsylvania
$176M -$22M -11% 383
IVGAI
3319
Index Venture Growth Associates I
Jersey
$176M 2
BCM
3320
Blume Capital Management
California
$175M -$16.3M -9% 232
AMIM
3321
Aull & Monroe Investment Management
Alabama
$175M -$32.2M -16% 133
SAMC
3322
Spectrum Asset Management (Connecticut)
Connecticut
$175M +$26.3M +18% 6
BC
3323
Barnett & Company
Tennessee
$175M -$44.9M -20% 363
RCF
3324
Rainwater Charitable Foundation
Texas
$175M -$266K -0.2% 4
B
3325
Bridgeworth
Alabama
$175M -$6.24M -3% 147