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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 Avg Holding
Period (Yrs)
LWAC
2826
Laurel Wealth Advisors (California)
California
$208M +$8.95M +4% 3.75% 33% 349 28.37% 0.4
BL
2827
BCWM LLC
Kansas
$208M +$28.3M +16% 4.69% – 75 14.67% 2.1
RSS
2828
Rosenblum Silverman Sutton
California
$208M – – 3.19% 90.1% 66 – 1.7
ACP
2829
Acuta Capital Partners
California
$208M +$29.3M +16% 12.8% 7,269% 72 58.33% 0.4
CCCPI
2830
Castle Creek Capital Partners IV
California
$208M -$17.6M -8% 0.56% 47.7% 10 10% 2.7
Chicago Partners Investment Group
2831
Chicago Partners Investment Group
Illinois
$208M +$14.7M +8% 10% 75.8% 471 11.25% 1.2
BCM
2832
BlueMar Capital Management
Florida
$207M +$10.5M +5% 3.35% 27.4% 77 63.64% 0.3
HP
2833
Harbourvest Partners
Massachusetts
$207M -$26.6M -11% 4.67% 8.96% 29 48.28% 0.6
FC
2834
Finepoint Capital
Massachusetts
$207M +$36.3M +21% 4.64% 27.4% 5 0% 1.5
MFW
2835
Mosaic Family Wealth
Missouri
$207M -$1.39M -0.7% 3.97% 85.2% 861 13.47% 0.5
HLA
2836
Hamilton Lane Advisors
Pennsylvania
$207M -$3.26M -2% 3.16% 187% 69 37.68% 0.7
WA
2837
Wealth Architects
California
$206M +$6.13M +3% 1.76% 80.1% 119 11.76% 1.3
III
2838
Independent Investors Inc
New York
$206M -$959K -0.5% 0.76% 61.6% 80 3.75% 2.7
FPCP
2839
Fort Point Capital Partners
California
$206M +$9.59M +5% 2.79% 62.2% 140 27.14% 0.9
MIM
2840
Montgomery Investment Management
Maryland
$206M +$32.1M +18% 6.36% 98.4% 99 16.16% 2
RCM
2841
Riverpark Capital Management
New York
$206M +$32.8M +19% 1.61% 152% 37 5.41% 1.5
F
2842
Filament
Washington
$206M -$5.95M -3% 6.25% 46.9% 63 53.97% 2.1
FRM
2843
Fox Run Management
Connecticut
$206M +$56.4M +38% 2.73% 64% 780 83.46% 0.1
CPA
2844
Cowen Prime Advisors
New York
$206M -$9.81M -5% 7.4% 116% 276 20.65% 2
YEPV
2845
Yorktown Energy Partners VII
New York
$206M +$5.06M +3% 4.19% 22.4% 3 0% 0.5
PFBT
2846
Parkside Financial Bank & Trust
Missouri
$205M +$6.97M +4% 5.79% 73.6% 1,148 10.98% 0.9
FAG
2847
Financial Advisory Group
Texas
$205M -$966K -0.5% 1.9% 20.6% 64 15.63% 2.1
MA
2848
Marshwinds Advisory
Georgia
$205M +$10.5M +5% 5.12% 32.9% 143 4.9% 2.6
IMIM
2849
Irving Magee Investment Management
Pennsylvania
$205M +$7.88M +4% 2.74% 39.9% 51 7.84% 2.4
PAS
2850
Point72 Asia (Singapore)
Singapore
$205M +$80.8M +65% 11.1% – 18 88.89% 0.1