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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
NI
3026
Natural Investments
California
$310M -$12.9M -4% 3.71% 3 66.67%
FC
3027
Ferris Capital
Massachusetts
$309M +$26.1M +9% 8.53% 67% 178 12.36%
ATI
3028
Act Two Investors
California
$309M +$41.5M +16% 9.5% 53% 35 25.71%
HWCM
3029
Hudson Way Capital Management
Texas
$309M +$22.7M +8% 6.79% 51.3% 21 33.33%
SC
3030
Soundwatch Capital
Connecticut
$309M +$142M +85% 9.71% 68.6% 26 19.23%
MWA
3031
Martel Wealth Advisors
Washington
$308M +$19.7M +7% 5.07% 39.7% 42 7.14%
NCM
3032
Northside Capital Management
Oregon
$308M +$18.4M +6% 5.94% 94.8% 103 21.36%
CM
3033
Cartica Management
District of Columbia
$308M +$55.7M +22% 13.3% 92.9% 7 14.29%
DCM
3034
DAFNA Capital Management
California
$308M -$38.9M -11% 6.5% 313% 98 28.57%
CAM
3035
Centre Asset Management
New York
$307M +$63.2M +26% 6.99% 45.3% 65 21.54%
PFGIA
3036
Patriot Financial Group Insurance Agency
Massachusetts
$307M +$46M +18% 7.3% 87% 1,938 10.68%
FCT
3037
Family Capital Trust
Massachusetts
$307M +$26.3M +9% 10.5% 32.3% 53 1.89%
PCR
3038
Potrero Capital Research
California
$306M +$92.1M +43% 20.7% 226% 67 49.25%
HT
3039
Hefren-Tillotson
Pennsylvania
$305M +$63.3M +26% 5.16% 40% 12 0%
RC
3040
Rinet Company
Massachusetts
$305M +$19.1M +7% 7.44% 33.1% 28 3.57%
HI
3041
Human Investing
Oregon
$305M +$21.6M +8% 6.34% 52% 341 16.72%
BAM
3042
Bruderman Asset Management
New York
$305M +$2.59M +0.9% 6.53% 31.7% 95 7.37%
OSNBOA
3043
Old Second National Bank of Aurora
Illinois
$304M +$9.66M +3% 9.57% 89.5% 371 18.06%
HHMI
3044
Howard Hughes Medical Institute
Maryland
$304M +$59.3M +24% 9.49% 70.9% 22 4.55%
AUIM
3045
Aegon USA Investment Management
Iowa
$304M +$34.7M +13% 6.13% 39.9% 46 10.87%
CM
3046
Cornerstone Management
Georgia
$304M +$21.9M +8% 4.07% 40% 47 8.51%
SAS
3047
Sage Advisory Services
Texas
$304M -$14.2M -4% 6.69% 33.9% 56 17.86%
CA
3048
Capital Advantage
California
$304M +$22.2M +8% 6.46% 44.4% 101 17.82%
HFA
3049
Hoover Financial Advisors
Pennsylvania
$303M +$42.3M +16% 7.25% 527 66.6%
AC
3050
Avestar Capital
New York
$303M +$77M +34% 12.3% 101% 249 35.74%