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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
PSC
2601
Piper Sandler & Co
Minnesota
$241M +$35.7M +17% 1.17% 0.09% 186 70.43%
LWMT
2602
Legacy Wealth Management (Tennessee)
Tennessee
$241M -$38.2M -14% 1.92% 46.9% 8 12.5%
CV
2603
Clarus Ventures
Massachusetts
$241M -$110M -31% 1.4% 70.3% 8 12.5%
SIPS
2604
Shelter Insurance Profit Sharing
Missouri
$240M -$13.7M -5% 1.49% 44 13.64%
RCP
2605
Rho Capital Partners
New York
$240M +$14.4M +6% 11.5% 7 14.29%
MFW
2606
Meristem Family Wealth
Minnesota
$240M -$34.5M -13% 1.19% 67.7% 121 7.44%
PIA
2607
Philadelphia International Advisors
Pennsylvania
$239M -$96.8M -29% 1.16% 82 23.17%
KM
2608
KS Management
New York
$239M +$28.6M +14% 13.5% 46 71.74%
SC
2609
Spitfire Capital
California
$239M +$23.4M +11% 13.1% 25.9% 24 12.5%
MCM
2610
MV Capital Management
Maryland
$239M +$18.8M +9% 1.99% 49.1% 583 34.31%
FSA
2611
Financial Sense Advisors
California
$239M -$8.68M -4% 2.61% 149% 144 35.42%
EWA
2612
Exencial Wealth Advisors
Oklahoma
$238M +$12.6M +6% 1.41% 58% 151 7.28%
UFG
2613
United Fire Group
Iowa
$238M -$2.79M -1% 0.58% 27.4% 114 2.63%
CCM
2614
Chicago Capital Management
Illinois
$238M 26.9% 295% 37
IHM
2615
Iguana Healthcare Management
New York
$238M +$30.8M +15% 23.9% 142% 90 65.56%
CFG
2616
CNO Financial Group
Indiana
$237M +$8.3M +4% 0.8% 19 10.53%
BSCM
2617
Baker Street Capital Management
California
$237M +$3.03M +1% 8.41% 78.6% 8 62.5%
HDIM
2618
Hanson & Doremus Investment Management
Vermont
$237M +$3.94M +2% 0.47% 58.8% 472 7.2%
CCMINC
2619
Cardinal Capital Management Inc (North Carolina)
North Carolina
$237M +$18.2M +8% 4.19% 77.6% 121 9.92%
UBWV
2620
United Bank (West Virginia)
West Virginia
$236M -$33.4M -12% 1.22% 22.5% 124 18.55%
AWE
2621
Avidian Wealth Enterprises
Texas
$236M -$6.63M -3% 0.18% 63.7% 49 44.9%
LI
2622
Lafayette Investments
Maryland
$236M -$2.54M -1% 0.51% 63.2% 71 9.86%
MCA
2623
Mendon Capital Advisors
Florida
$236M -$3.38M -1% 1.51% 118 50.85%
HF
2624
Hoxton Financial
West Virginia
$236M -$3.88M -2% 4.6% 15.3% 372 9.41%
MP
2625
Marlowe Partners
New York
$236M +$77.5M +49% 0.88% 16.3% 19 42.11%