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
LA
3676
Lau Associates
Delaware
$129M +$3.59M +3% 79
GGPE
3677
Golden Gate Private Equity
California
$129M -$66.7M -34% 25
ODG
3678
O'Dell Group
Ohio
$129M +$9.38M +8% 37
SXM
3679
SC XII Management
California
$128M -$2.49M -2% 2
PIA
3680
Phoenix Investment Adviser
New York
$128M -$19M -13% 62
BCA
3681
Benchmark Capital Advisors
New York
$128M +$1.98M +2% 151
TPW
3682
Tiller Private Wealth
Pennsylvania
$128M +$1.09M +0.9% 40
WIA
3683
Westbourne Investment Advisors
Maryland
$128M +$5.25M +4% 108
HCM
3684
Highlander Capital Management
New Jersey
$128M +$728K +0.6% 824
RCA
3685
Rex Capital Advisors
Rhode Island
$128M +$7.83M +7% 36
SCM
3686
Stonehearth Capital Management
Massachusetts
$128M +$1.74M +1% 36
LIM
3687
Loudon Investment Management
New Hampshire
$128M -$3.91M -3% 89
SC
3688
Scholtz & Company
Connecticut
$128M +$11.8M +10% 74
BWM
3689
Bernicke Wealth Management
Wisconsin
$127M +$2.03M +2% 56
MUAMU
3690
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$127M +$14.3M +13% 64
ATC
3691
Adirondack Trust Company
New York
$127M +$3.18M +3% 333
WEO
3692
William E. Oberndorf
$127M +$29.1M +30% 9
TCMV
3693
Technology Crossover Management V
California
$127M -$1.62M -1% 2
MP
3694
Manifold Partners
California
$127M +$41.5M +49% 18
ARMT
3695
Amica Retiree Medical Trust
Rhode Island
$127M +$4.06M +3% 399
GP
3696
Geneva Partners
Wisconsin
$127M 88
SAM
3697
Security Asset Management
New York
$127M +$4.92M +4% 78
MSDF
3698
Michael & Susan Dell Foundation
New York
$127M +$363K +0.3% 7
PWSG
3699
Pacific Wealth Strategies Group
California
$127M +$9.56M +8% 78
RWM
3700
Rezny Wealth Management
Florida
$127M +$746K +0.6% 16