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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
SWA
3001
Stratos Wealth Advisors
Ohio
$261M +$10.7M +4% 1.11% 52.7% 260 16.15%
DS
3002
Dalal Street
Texas
$261M -$32.9M -11% 3.59% 155% 3 0%
SWM
3003
Stockman Wealth Management
Montana
$261M +$15.9M +7% 1.33% 61.9% 165 13.33%
BPCM
3004
Beach Point Capital Management
California
$261M -$110M -30% 0.73% 110% 31 45.16%
BBP
3005
Banco BTG Pactual
Brazil
$261M +$31.2M +14% 3.54% 142% 88 50%
IVM
3006
InterWest Venture Management
California
$261M -$49.1M -16% 12.4% 57.6% 12 0%
KAM
3007
Krensavage Asset Management
New York
$260M -$47.7M -15% 7.91% 113% 11 18.18%
RCM
3008
Requisite Capital Management
Texas
$260M +$2.97M +1% 4.4% 31.7% 120 44.17%
BWP
3009
BSW Wealth Partners
Colorado
$260M -$4.54M -2% 0.29% 75.4% 155 17.42%
WAM
3010
WT Asset Management
Hong Kong
$260M -$62.7M -19% 10.2% 1,369% 44 70.45%
RSS
3011
Rosenblum Silverman Sutton
California
$260M -$3.94M -1% 0.15% 95.4% 60 10%
RIG
3012
Renaissance Investment Group
Massachusetts
$259M -$8.93M -3% 2.53% 99.6% 90 13.33%
FA
3013
Fagan Associates
New York
$259M +$12.9M +5% 2.77% 87.7% 121 14.88%
VVM
3014
Versant Venture Management
California
$258M -$84.7M -25% 15.5% 376% 9 11.11%
RA
3015
Rational Advisors
New York
$258M -$23.7M -8% 2.76% 37.7% 613 17.62%
NC
3016
Northpointe Capital
Michigan
$258M -$56.8M -18% 2% 33% 108 47.22%
P8IP
3017
Pier 88 Investment Partners
California
$258M +$22.3M +9% 1.77% 27% 96 11.46%
CPA
3018
Court Place Advisors
Maryland
$258M +$3.92M +2% 2.39% 92% 184 7.61%
UFF
3019
USA Financial Formulas
Michigan
$258M +$58.2M +29% 5.89% 78% 280 73.57%
CFA
3020
Cahill Financial Advisors
Minnesota
$257M +$4.88M +2% 1.15% 45.2% 159 6.29%
NAMP
3021
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257M +$3.4M +1% 1.88% 73.1% 124 7.26%
FPTW
3022
Franklin, Parlapiano, Turner & Welch
Texas
$257M +$1.67M +0.7% 1.31% 41.6% 45 4.44%
OPFM
3023
Optimus Prime Fund Management
Cayman Islands
$257M -$11.5M -4% 0.34% 41.8% 34 38.24%
MCM
3024
McRae Capital Management
New Jersey
$257M +$6.64M +3% 1.41% 59.2% 95 8.42%
BFIC
3025
Bedell Frazier Investment Counselling
California
$257M -$18.3M -7% 1.88% 72.5% 59 11.86%