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
3326
West Oak Capital
California
$130M +$1.08M +0.8% 292
PMFA
3327
Plante Moran Financial Advisors
Michigan
$130M -$3.41M -3% 1,168
SVGI
3328
Sapphire Ventures (GPE) I
California
$130M -$91.8M -41% 9
EDRAML
3329
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$130M +$13.7M +12% 94
GCM
3330
Gladstone Capital Management
United Kingdom
$130M -$17.2M -12% 17
KAM
3331
Knightsbridge Asset Management
California
$129M -$11.3M -8% 40
FCMI
3332
Foresite Capital Management III
California
$129M +$23.5M +22% 24
IF
3333
Ironwood Financial
Arizona
$129M 301
RFWA
3334
RPg Family Wealth Advisory
Massachusetts
$129M +$20.3M +19% 301
VE
3335
Vega Energy
New York
$129M +$14.1M +12% 5
OAMA
3336
Oslo Asset Management AS
Norway
$129M +$24.8M +24% 16
AIM
3337
AMI Investment Management
Indiana
$129M +$1.93M +2% 48
OBWP
3338
O'Brien Wealth Partners
Massachusetts
$129M +$26.4M +26% 32
HCA
3339
Horan Capital Advisors
Ohio
$129M +$8.91M +7% 67
AACA
3340
American Assets Capital Advisers
California
$129M -$15.3M -11% 39
LS
3341
Lattice Strategies
Pennsylvania
$129M +$1.83M +1% 75
RC
3342
Rinet Company
Massachusetts
$129M -$17.1M -12% 21
GCP
3343
Garelick Capital Partners
Massachusetts
$128M +$14.8M +13% 34
RA
3344
RFG Advisory
Alabama
$128M -$7.87M -6% 98
BHA
3345
Beech Hill Advisors
New York
$128M -$30.3M -19% 91
ACM
3346
Altalis Capital Management
New York
$128M -$2.93M -2% 17
PCC
3347
Park Circle Company
Maryland
$128M -$2.03M -2% 99
HWA
3348
Heritage Wealth Advisors
Virginia
$128M +$8.91M +8% 83
HM
3349
HCSF Management
California
$128M +$19.8M +18% 9
BAM
3350
Boyar Asset Management
New York
$127M +$1.66M +1% 65