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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
PHP
3026
Parkman Healthcare Partners
Connecticut
$216M -$131M -38% 7.13% 313% 85 41.18%
IDA
3027
Intelligence Driven Advisers
California
$216M -$4.6M -2% 16.5% 43.8% 97 23.71%
KC
3028
Kellner Capital
New York
$216M +$57.7M +37% 0.9% 390% 47 65.96%
ODIJL
3029
One Day In July LLC
Vermont
$216M -$8.75M -4% 8.03% 33.3% 41 14.63%
IPW
3030
Inlet Private Wealth
Florida
$216M -$86.4M -29% 23.9% 77.6% 145 14.48%
CFA
3031
Cahill Financial Advisors
Minnesota
$216M -$59.7M -22% 19.3% 45.2% 165 13.94%
GGPE
3032
Golden Gate Private Equity
California
$216M -$81.6M -27% 36.2% 8.72% 29 31.03%
SIAS
3033
Shine Investment Advisory Services
Colorado
$215M -$35.5M -14% 21.3% 29% 807 14.75%
WIA
3034
World Investment Advisors
California
$215M -$40.9M -16% 16.4% 55.4% 187 36.9%
FCA
3035
FLC Capital Advisors
California
$215M -$34.5M -14% 12.7% 59.3% 148 35.14%
CWP
3036
CFM Wealth Partners
Texas
$215M -$56.1M -21% 17.9% 116% 593 26.98%
HPIA
3037
Hamilton Point Investment Advisors
North Carolina
$215M -$47.9M -18% 17.9% 79.3% 76 21.05%
SDAM
3038
Shulman DeMeo Asset Management
New York
$215M -$73.5M -25% 20.4% 70.1% 133 26.32%
AAI
3039
American Assets Inc
California
$215M -$168M -44% 45.5% 44.3% 10 80%
ICM
3040
III Capital Management
Florida
$215M +$18.6M +10% 5.13% 12.2% 79 55.7%
SL
3041
Systelligence LLC
Minnesota
$214M -$58.5M -21% 16.4% 57.3% 66 54.55%
SXL
3042
Summit X LLC
Missouri
$214M -$54.8M -20% 16.6% 62.9% 267 37.08%
RCM
3043
Ratan Capital Management
Florida
$214M +$49.1M +30% 1.97% 320% 41 39.02%
PM
3044
Prosight Management
Texas
$214M -$13.8M -6% 17.5% 46.2% 56 53.57%
VAG
3045
VisionPoint Advisory Group
Texas
$214M -$27.3M -11% 16.4% 74.2% 161 51.55%
BFIC
3046
Bedell Frazier Investment Counselling
California
$213M -$36.4M -15% 14.5% 72.5% 63 34.92%
CPI
3047
Canaan Partners IX
California
$213M -$137M -39% 11.1% 2 0%
TCM
3048
Tao Capital Management
California
$213M +$10.1M +5% 11.9% 356% 4 0%
WF
3049
WoodTrust Financial
Wisconsin
$213M -$40.7M -16% 18.7% 71.9% 81 22.22%
PCA
3050
PL Capital Advisors
Florida
$213M -$153M -42% 42.7% 58% 38 13.16%