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
SIAM
5101
Sterling Investment Advisors (Missouri)
Missouri
$155M +$8.26M +6% 29
WC
5102
Wynnefield Capital
New York
$154M -$19.5M -11% 21
SOA
5103
Sea Otter Advisors
Florida
$154M +$86.9M +129% 301
MIM
5104
Moseley Investment Management
Florida
$154M +$14.6M +10% 149
YEPX
5105
Yorktown Energy Partners XI
New York
$154M +$9.01M +6% 4
CI
5106
Cordant Inc
Oregon
$154M +$5.59M +4% 83
TL
5107
TowerView LLC
New York
$154M -$1.04M -0.7% 26
WA
5108
Watchtower Advisors
Connecticut
$154M -$15.2M -9% 18
NG
5109
NWK Group
California
$154M +$18M +13% 82
BP
5110
BCK Partners
New York
$154M +$6.28M +4% 29
GSB
5111
Greenfield Savings Bank
Massachusetts
$154M +$2.59M +2% 141
FFG
5112
Fortem Financial Group
California
$154M -$17.1M -10% 166
IFA
5113
Invus Financial Advisors
New York
$154M -$34.4M -18% 9
SRA
5114
Summit Rock Advisors
New York
$153M +$6.62M +5% 3
AFG
5115
ABLE Financial Group
Arizona
$153M 129
GIA
5116
Goodwin Investment Advisory
Georgia
$153M +$12.4M +9% 223
OFM
5117
Omega Fund Management
Massachusetts
$153M -$143M -48% 16
CJFS
5118
Coulter & Justus Financial Services
Tennessee
$153M +$6.09M +4% 53
TRIA
5119
Trail Ridge Investment Advisors
Colorado
$153M +$8.01M +6% 126
CB
5120
Centennial Bank
Arkansas
$153M -$21.6M -12% 344
ECML
5121
Eagle Capital Management (Louisiana)
Louisiana
$153M +$16.8M +12% 36
EFSCE
5122
Enterprise Financial Services Corp (EFSC)
Missouri
$153M +$8.27M +6% 164
FA
5123
Fortis Advisors
Pennsylvania
$153M +$21.8M +17% 287
AIC
5124
Aurora Investment Counsel
Georgia
$153M +$8.3M +6% 128
CPW
5125
Crestmont Private Wealth
Texas
$153M +$6.8M +5% 49