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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
HLA
2776
Hamilton Lane Advisors
Pennsylvania
$207M -$3.26M -2% 3.16% 187% 69 37.68%
WA
2777
Wealth Architects
California
$206M +$6.13M +3% 1.76% 80.1% 119 11.76%
III
2778
Independent Investors Inc
New York
$206M -$959K -0.5% 0.76% 61.6% 80 3.75%
FPCP
2779
Fort Point Capital Partners
California
$206M +$9.59M +5% 2.79% 53.4% 140 27.14%
MIM
2780
Montgomery Investment Management
Maryland
$206M +$32.1M +18% 6.36% 98.4% 99 16.16%
RCM
2781
Riverpark Capital Management
New York
$206M +$32.8M +19% 1.61% 152% 37 5.41%
F
2782
Filament
Washington
$206M -$5.95M -3% 6.25% 46.9% 63 53.97%
CS
2783
Comerica Securities
Michigan
$206M +$13.8M +7% 1.89% 25.6% 255 38.43%
FRM
2784
Fox Run Management
Connecticut
$206M +$56.4M +38% 2.73% 44.8% 780 83.46%
CPA
2785
Cowen Prime Advisors
New York
$206M -$9.81M -5% 7.4% 116% 276 20.65%
YEPV
2786
Yorktown Energy Partners VII
New York
$206M +$5.06M +3% 4.19% 22.4% 3 0%
PFBT
2787
Parkside Financial Bank & Trust
Missouri
$205M +$6.97M +4% 5.79% 63.3% 1,148 10.98%
FAG
2788
Financial Advisory Group
Texas
$205M -$966K -0.5% 1.9% 20.6% 64 15.63%
MA
2789
Marshwinds Advisory
Georgia
$205M +$10.5M +5% 5.12% 32.9% 143 4.9%
IMIM
2790
Irving Magee Investment Management
Pennsylvania
$205M +$7.88M +4% 2.74% 39.9% 51 7.84%
PAS
2791
Point72 Asia (Singapore)
Singapore
$205M +$80.8M +65% 11.1% 18 88.89%
KRC
2792
Kingdom Ridge Capital
New York
$205M -$35.6M -15% 1.97% 51.6% 29 58.62%
TCM
2793
Telos Capital Management
California
$205M +$13.8M +7% 2.38% 71.1% 148 11.49%
MWP
2794
Moller Wealth Partners
$204M +$33.9M +20% 4.28% 41.4% 42 14.29%
RA
2795
RiverPark Advisors
New York
$204M -$8.53M -4% 2.45% 87.5% 56 7.14%
KIC
2796
Keating Investment Counselors
Florida
$204M -$508K -0.2% 4.35% 43.7% 65 12.31%
PWAP
2797
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$204M +$15.9M +8% 1.7% 58.5% 117 1.71%
CBN
2798
Cadence Bank NA
Texas
$203M +$9.34M +5% 4.36% 33.3% 141 13.48%
CWM
2799
Confluence Wealth Management
Oregon
$203M -$17.5M -8% 1.42% 31.9% 141 12.77%
CFSG
2800
Community Financial Services Group
Vermont
$203M -$1.47M -0.7% 2.03% 68 16.18%