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
NGA
2401
New Generation Advisors
Massachusetts
$246M -$29.3M -11% 47
BAM
2402
Broadmark Asset Management
California
$246M +$32.8M +15% 3
TA
2403
TA Associates
Massachusetts
$246M -$43.7M -15% 2
EAM
2404
Evanson Asset Management
California
$245M -$13M -5% 201
BI
2405
Bulldog Investors
New Jersey
$245M -$53.4M -18% 87
HBT
2406
Hills Bank & Trust
Iowa
$245M +$5.34M +2% 83
SIRP
2407
Shelter Insurance Retirement Plan
Missouri
$245M -$2M -0.8% 45
PJSIMP
2408
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245M -$10.9M -4% 156
MCP
2409
Moab Capital Partners
New York
$245M +$72.6M +42% 48
CCM
2410
Carlson Capital Management
Minnesota
$244M +$617K +0.3% 57
PPCP
2411
Pivot Point Capital Partners
California
$244M -$4.14M -2% 10
CWP
2412
Capital Wealth Planning
Florida
$244M -$23.5M -9% 173
VCAM
2413
Van Cleef Asset Management
Ohio
$244M +$5.39M +2% 101
RAM
2414
Roanoke Asset Management
New Jersey
$244M -$17.2M -7% 121
GB
2415
Gunma Bank
Japan
$243M -$1.89M -0.8% 13
BIM
2416
Baldwin Investment Management
Pennsylvania
$243M +$11.9M +5% 135
PCA
2417
PL Capital Advisors
Florida
$243M +$5.82M +2% 49
CAM
2418
CG Asset Management
New York
$243M +$6.6M +3% 144
CCA
2419
Checchi Capital Advisers
California
$243M +$23.8M +11% 289
VC
2420
V2 Capital
Illinois
$243M -$8.43M -3% 39
BSW
2421
Buckingham Strategic Wealth
Missouri
$243M +$13.3M +6% 197
DVI
2422
Deccan Value Investors
Connecticut
$243M -$121M -33% 7
SCA
2423
Signpost Capital Advisors
New York
$242M -$21.2M -8% 19
GMA
2424
Goldstein Munger & Associates
California
$242M -$4.79M -2% 30
X
2425
Xponance
Pennsylvania
$242M +$7.27M +3% 69