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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
PC
2626
Permanens Capital
New York
$268M +$31.2M +13% 5.65% 74.7% 11 0%
WPP
2627
Whalerock Point Partners
Rhode Island
$268M +$13.7M +5% 4.04% 92.1% 157 15.29%
MFM
2628
Marianas Fund Management
New York
$267M -$131M -33% 8.72% 26% 54 51.85%
TW
2629
Transform Wealth
Colorado
$267M +$15.2M +6% 4.5% 48.4% 237 21.52%
CHC
2630
City Holding Co
West Virginia
$267M +$9.86M +4% 2.86% 81.3% 588 6.8%
SC
2631
Serenity Capital
California
$267M 24.4% 5
AFIA
2632
America First Investment Advisors
Nebraska
$267M +$21.5M +9% 7.53% 89.6% 149 27.52%
FFW
2633
Fusion Family Wealth
New York
$267M +$96.7M +57% 5.53% 45.4% 448 43.53%
GG
2634
Greenwood Gearhart
Arkansas
$267M +$20.9M +9% 5.29% 70.6% 53 1.89%
OA
2635
Outfitter Advisors
Virginia
$266M +$13.1M +5% 4.24% 35.6% 140 9.29%
AI
2636
ArchPoint Investors
Florida
$266M +$96.2M +57% 5.14% 98.2% 153 49.67%
AAM
2637
Azzad Asset Management
Virginia
$265M +$22.7M +9% 7.6% 77.7% 262 15.27%
ACS
2638
Archford Capital Strategies
Illinois
$265M +$28M +12% 4.73% 76.2% 795 17.11%
MDCM
2639
Morgan Dempsey Capital Management
Wisconsin
$265M -$83.4M -24% 3.55% 40.8% 183 19.67%
RB
2640
Rodgers Brothers
Pennsylvania
$265M +$9.85M +4% 5.72% 75.7% 181 13.81%
RIM
2641
Regent Investment Management
Kentucky
$265M +$69.4M +36% 6.85% 44% 215 19.53%
CCMU
2642
Cheyne Capital Management (UK)
United Kingdom
$265M +$86.8M +49% 9.67% 35.6% 39 43.59%
AA
2643
Acorns Advisers
California
$265M +$60.7M +30% 4.25% 39.9% 4 0%
BCP
2644
Blue Chip Partners
Michigan
$264M +$8.81M +3% 3.24% 60.3% 128 7.03%
SCP
2645
Seafarer Capital Partners
California
$264M +$94.5M +56% 9.45% 76.2% 3 0%
PAM
2646
Peak Asset Management
Colorado
$264M +$14M +6% 6.19% 58.1% 155 9.03%
RGREA
2647
Ranger Global Real Estate Advisors
Colorado
$263M -$15.9M -6% 0.71% 18% 52 26.92%
BFIC
2648
Bedell Frazier Investment Counselling
California
$263M +$9M +4% 4.68% 72.5% 56 33.93%
PCM
2649
Palouse Capital Management
Washington
$263M +$19M +8% 2.67% 67.8% 109 23.85%
FFS
2650
Founders Financial Securities
Maryland
$263M +$22.3M +9% 5.27% 52.3% 114 51.75%