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
LAM
4026
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 89
GSEP
4027
Golden State Equity Partners
California
$241M -$16.4M -6% 282
MAG
4028
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 25
WMRU
4029
William Marsh Rice University
Texas
$241M +$8.75M +4% 7
BHA
4030
Beech Hill Advisors
New York
$241M -$5.39M -2% 87
HWA
4031
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 70
HIM
4032
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 134
OAM
4033
Oak Asset Management
California
$241M +$2.79M +1% 100
BA
4034
Ballast Advisors
Minnesota
$241M +$4.05M +2% 183
IRM
4035
Income Research & Management
Massachusetts
$240M -$30.6M -11% 17
CCM
4036
Crestwood Capital Management
New York
$240M -$17.7M -7% 24
VCM
4037
Verde Capital Management
Michigan
$240M +$2.6M +1% 42
BAM
4038
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 365
KCMH
4039
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 25
DA
4040
Denali Advisors
California
$239M -$21.9M -8% 331
FLA
4041
Financial Life Advisors
Texas
$239M +$6.85M +3% 56
AIM
4042
AMI Investment Management
Indiana
$239M -$13.7M -5% 77
TWM
4043
TMD Wealth Management
Arizona
$239M +$9.65M +4% 43
ONPI
4044
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 15
SCM
4045
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 277
LRIA
4046
Leonard Rickey Investment Advisors
Washington
$238M +$6.91M +3% 74
SM
4047
Soapstone Management
Maryland
$238M -$11.2M -4% 21
CA
4048
Claro Advisors
Massachusetts
$238M +$15.6M +7% 267
FA
4049
Friess Associates
Delaware
$238M -$27.3M -10% 115
MFGP
4050
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 60