Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NCM
4001
New Capital Management
Texas
$358M +$9.82M +3% 5.33% – 59
WAM
4002
Wakefield Asset Management
Colorado
$358M +$27.9M +8% 13.7% 106% 253
RWM
4003
Rialto Wealth Management
New York
$358M +$39.4M +12% 7.91% – 1,778
EC
4004
Engaged Capital
California
$358M -$34.6M -9% 3.04% 39.2% 10
CDR
4005
Clayton Dubilier & Rice
New York
$357M -$78.5M -18% 21.4% 59% 3
ECA
4006
Elevated Capital Advisors
Utah
$357M +$0 0% 4.76% 35.2% 252
ACM
4007
Aspen Capital Management
Idaho
$357M +$44.1M +14% 7.47% – 75
TODC
4008
Trustees of Dartmouth College
New Hampshire
$357M +$3.59M +1% 7.67% – 7
MA
4009
MYDA Advisors
New York
$356M +$74.8M +27% 20.2% 127% 184
BCC
4010
Bridge City Capital
Oregon
$356M +$23.1M +7% 12.2% 63.6% 109
OCPWS
4011
One Charles Private Wealth Services
Massachusetts
$356M +$47.1M +15% 6.76% 109% 168
GCM
4012
G2 Capital Management
Ohio
$356M +$25.8M +8% 7.9% 43.5% 68
APA
4013
Astoria Portfolio Advisors
New York
$356M +$62.3M +21% 9.25% 51.6% 279
OKSA
4014
O'Keefe Stevens Advisory
New York
$356M +$50.7M +17% 17.1% 211% 72
TFIPS
4015
Towarzystwo Funduszy Inwestycyjnych PZU SA
$356M +$62.4M +21% 18.9% – 679
GLCM
4016
Greenlea Lane Capital Management
Connecticut
$355M +$66M +23% 14.8% 159% 8
SACTSONJ
4017
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M +$36.5M +11% 15.7% 110% 211
AGAM
4018
Avalon Global Asset Management
California
$355M +$60.3M +20% 12.4% 115% 45
BWM
4019
BCGM Wealth Management
Indiana
$355M +$29.2M +9% 7.79% 45.2% 165
OA
4020
Operose Advisors
Wisconsin
$355M +$52.7M +17% 10.3% 49.4% 424
WH
4021
Whitcomb & Hess
Ohio
$355M +$24.3M +7% 6.7% 33% 57
WMA
4022
West Michigan Advisors
Michigan
$354M +$52.9M +18% 9.19% 45.8% 250
RPA
4023
Rock Point Advisors
Vermont
$354M +$30.3M +9% 9.36% 52.9% 114
MI
4024
M3F Inc
Utah
$354M -$9.38M -3% 0.07% 98.5% 32
HWMG
4025
Hurlow Wealth Management Group
Indiana
$354M +$34.1M +11% 8.31% 46.6% 131
159 160
161
162 163