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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
AWM
2926
Affinity Wealth Management
Delaware
$493M +$8.35M +2% 9.04% 116% 125 32%
VCP
2927
Varenne Capital Partners
France
$493M -$181M -27% 10.1% 212% 20 55%
PS
2928
Presima Securities
Quebec, Canada
$493M -$92.8M -16% 3.65% 10.3% 51 3.92%
TFO
2929
Tarbox Family Office
California
$493M -$88.1M -15% 5.02% 60.5% 1,180 11.53%
WF
2930
WoodTrust Financial
Wisconsin
$492M +$9.58M +2% 3.9% 71.9% 150 10.67%
SOS
2931
Silver Oak Securities
Tennessee
$492M 2.66% 73.4% 301
IVMX
2932
Institutional Venture Management XIV
California
$492M -$76.6M -13% 12.7% 18.1% 6 16.67%
JPMIA
2933
J.P. Marvel Investment Advisors
Massachusetts
$491M -$20.3M -4% 2.54% 183% 72 6.94%
RAM
2934
Rempart Asset Management
Canada
$491M -$36.4M -7% 2.13% 58.8% 42 7.14%
GFP
2935
Gryphon Financial Partners
Ohio
$491M -$36.6M -7% 2.08% 93.7% 217 17.05%
AGFIA
2936
Accel Growth Fund IV Associates
California
$491M -$340M -41% 36.6% 61.4% 4 50%
LCM
2937
Legato Capital Management
California
$490M -$50.5M -9% 3.14% 243% 236 25.42%
CIP
2938
Capital Insight Partners
Arizona
$490M -$1.1M -0.2% 4.97% 51.7% 170 14.12%
DCM
2939
Disciplina Capital Management
Tennessee
$490M -$28.2M -5% 4.18% 30% 54 11.11%
TB
2940
Terril Brothers
Missouri
$490M +$35.1M +8% 6.53% 94.4% 68 14.71%
HP
2941
Harbourvest Partners
Massachusetts
$490M -$293M -37% 31.8% 8.96% 77 27.27%
BCH
2942
Berkshire Capital Holdings
California
$490M -$258M -35% 10.3% 2,748% 94 10.64%
WA
2943
Wealth Alliance
New York
$489M -$8.16M -2% 2.33% 75.7% 490 18.37%
BC
2944
Bruce & Co
Illinois
$489M -$11.1M -2% 0.42% 94.5% 33 6.06%
SG
2945
Strid Group
Pennsylvania
$489M +$863K +0.2% 3.13% 50.4% 48 22.92%
OFM
2946
Omega Fund Management
Massachusetts
$489M -$219M -31% 27.8% 106% 23 8.7%
IWA
2947
Inspirion Wealth Advisors
Illinois
$489M +$14.1M +3% 3.19% 47% 112 14.29%
SONJCPFE
2948
State of New Jersey Common Pension Fund E
New Jersey
$488M -$66.7M -12% 1.72% 26.4% 2 0%
CFFP
2949
Center for Financial Planning
Michigan
$488M -$541K -0.1% 3.9% 57.5% 585 11.45%
HA
2950
Harbor Advisors
Florida
$488M -$50M -9% 6.32% 125% 194 10.82%