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
WIC
3701
Whitegate Investment Counselors
New Hampshire
$328M +$29.2M +10% 62
MC
3702
MSD Capital
New York
$328M -$12.5M -4% 5
TPC
3703
Takeda Pharmaceutical Company
Japan
$327M 14
FPF
3704
First Pacific Financial
Washington
$327M +$103M +46% 389
DA
3705
Denali Advisors
California
$327M +$42.5M +15% 530
OCM
3706
Ogborne Capital Management
California
$327M +$134M +70% 18
CSC
3707
Cove Street Capital
California
$327M +$31.3M +11% 85
MDCM
3708
Morgan Dempsey Capital Management
Wisconsin
$326M +$5.49M +2% 98
NWA
3709
New World Advisors
Massachusetts
$326M +$39.6M +14% 71
IPW
3710
Inlet Private Wealth
Florida
$326M +$22.2M +7% 122
DA
3711
Doliver Advisors
Texas
$326M -$6.15M -2% 153
MIM
3712
Montgomery Investment Management
Maryland
$325M +$35.3M +12% 89
PI
3713
Pennant Investors
New Jersey
$325M +$61.3M +23% 44
GWM
3714
GSB Wealth Management
Connecticut
$325M +$26.6M +9% 209
MHR
3715
Matthew Hamilton Rosenberg
$325M +$24.9M +8% 973
GIPM
3716
G2 Investment Partners Management
New York
$325M -$82.2M -20% 109
FCM
3717
Firestone Capital Management
Florida
$325M +$32.2M +11% 134
SDWIA
3718
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325M +$30.1M +10% 146
ASP
3719
Adams Street Partners
Illinois
$325M +$38.3M +13% 20
SCM
3720
Silverarc Capital Management
Massachusetts
$324M +$55.8M +21% 88
RCI
3721
RS Crum Inc
California
$324M +$45.9M +16% 82
WFM
3722
Wolff Financial Management
Michigan
$324M +$30.9M +11% 98
MTCM
3723
Mint Tower Capital Management
Netherlands
$324M -$35.5M -10% 245
SWM
3724
Shakespeare Wealth Management
Wisconsin
$323M +$38M +13% 84
NI
3725
NFC Investments
Tennessee
$323M 31