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
CCM
3826
Callodine Capital Management
Massachusetts
$186M -$18.3M -9% 47
EGWAG
3827
Elwood & Goetz Wealth Advisory Group
Georgia
$186M +$21.6M +13% 40
AFS
3828
Access Financial Services
Minnesota
$185M +$32.8M +22% 79
HIM
3829
Hotaling Investment Management
Pennsylvania
$185M +$11.7M +7% 117
UC
3830
Unio Capital
New Jersey
$185M +$19.3M +12% 58
KC
3831
Kellner Capital
New York
$185M -$18.6M -9% 38
JWM
3832
Janiczek Wealth Management
Colorado
$185M +$8.76M +5% 749
DIM
3833
Delta Investment Management
California
$185M -$55M -23% 170
PFM
3834
Patton Fund Management
Texas
$185M +$12.6M +7% 90
MCL
3835
MIK Capital LP
New York
$184M +$4M +2% 56
FAAM
3836
First Ascent Asset Management
Colorado
$184M +$44.1M +31% 34
KFO
3837
Kopp Family Office
Minnesota
$184M -$988K -0.5% 13
SBF
3838
Sara-Bay Financial
Florida
$184M +$9.95M +6% 81
NNPTE
3839
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$184M +$14.2M +8% 16
FFG
3840
Ford Financial Group
California
$184M +$3.89M +2% 96
BGC
3841
Birch Grove Capital
New York
$184M +$66.3M +56% 52
SC
3842
Searle & Co
Connecticut
$184M +$11.2M +6% 147
RAM
3843
Roanoke Asset Management
New Jersey
$184M +$10.8M +6% 95
CCM
3844
Cutler Capital Management
Massachusetts
$184M -$2.94M -2% 93
AFGI4KRSP
3845
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$183M +$11.4M +7% 1
PCMC
3846
Paragon Capital Management (Colorado)
Colorado
$183M -$47.7M -21% 145
HLCM
3847
Hi-Line Capital Management
South Dakota
$183M -$15.2M -8% 31
JGGDR
3848
JGP Global Gestao de Recursos
Brazil
$183M +$13.8M +8% 72
BOC
3849
Barbara Oil Co
Illinois
$183M +$10M +6% 92
CA
3850
Continuum Advisory
Idaho
$183M +$23.3M +15% 162