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
SG
2101
Swarthmore Group
Pennsylvania
$437M +$4.45M +1% 58
AG
2102
Algert Global
California
$437M +$81.2M +23% 384
GIM
2103
Greylin Investment Management
Virginia
$437M +$3.14M +0.7% 83
VCM
2104
V3 Capital Management
Texas
$437M +$28.4M +7% 17
VFA
2105
Valeo Financial Advisors
Indiana
$436M 1,246
DWA
2106
Dorsey Wright & Associates
California
$434M +$109M +34% 163
EWM
2107
Empirical Wealth Management
Washington
$433M +$22.5M +5% 141
BPCM
2108
Beach Point Capital Management
California
$433M +$22.6M +5% 28
SFP
2109
Shepherd Financial Partners
Massachusetts
$431M +$21M +5% 118
GCM
2110
Glendon Capital Management
California
$430M +$12.4M +3% 28
CCA
2111
Clearwater Capital Advisors
Illinois
$430M +$37.5M +10% 172
RCMC
2112
RK Capital Management (Colorado)
Colorado
$429M -$67.9M -14% 57
AP
2113
Archon Partners
New Jersey
$429M -$1.48M -0.3% 63
CC
2114
Coastland Capital
California
$429M -$341M -44% 61
RIA
2115
Regal Investment Advisors
Michigan
$429M +$25M +6% 294
OCM
2116
Oakwood Capital Management
California
$428M +$22.8M +6% 77
SIA
2117
SeaBridge Investment Advisors
New Jersey
$428M +$12.4M +3% 279
CIC
2118
Cutler Investment Counsel
Oregon
$428M +$27.5M +7% 91
FRGX
2119
First Reserve GP XI
Connecticut
$428M -$5.81M -1% 3
BAM
2120
Belpointe Asset Management
Nevada
$427M 419
SD
2121
Sumway Development
China
$427M +$19.2M +5% 14
SCM
2122
SG Capital Management
Illinois
$427M -$78.7M -16% 86
AC
2123
Asturias Capital
New York
$426M +$152M +55% 19
ZAM
2124
Zevin Asset Management
Massachusetts
$426M +$29.4M +7% 132
IMOV
2125
Investment Management of Virginia
Virginia
$425M +$9.86M +2% 146