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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
PFM
3026
Privium Fund Management
Netherlands
$452M -$51.9M -10% 1.49% 410% 319 33.23%
HI
3027
Human Investing
Oregon
$452M +$33M +8% 4.21% 52% 116 42.24%
EFL
3028
ERn Financial LLC
Wisconsin
$452M +$3.65M +0.8% 4.86% 55.9% 190 27.37%
AMBIA
3029
Allen Mooney & Barnes Investment Advisors
Georgia
$451M 0.7% 70.2% 151
VP
3030
venBio Partners
California
$451M -$104M -19% 10.9% 648% 10 10%
OMC
3031
Overbrook Management Corp
New York
$451M -$44.9M -9% 2.17% 146% 103 12.62%
UAM
3032
UAS Asset Management
New York
$451M -$242K -0.1% 2.27% 102% 23 56.52%
PJSIMP
3033
P.J. Schmidt Investment Management (PJS)
Wisconsin
$451M -$50.1M -10% 4.59% 65.9% 179 8.94%
TPA
3034
Trivium Point Advisory
Connecticut
$450M -$26.3M -6% 5.32% 86.7% 270 24.81%
OWA
3035
Octavia Wealth Advisors
Ohio
$450M -$13.2M -3% 4.37% 67.9% 212 18.87%
VW
3036
Vantage Wealth
California
$450M -$2.4M -0.5% 4.16% 56.1% 35 8.57%
VCM
3037
Vector Capital Management
California
$450M -$66.7M -13% 10.6% 42.7% 6 16.67%
KNW
3038
Kesler Norman & Wride
Utah
$449M -$22.9M -5% 2.47% 76% 148 5.41%
III
3039
Independent Investors Inc
New York
$449M -$18.8M -4% 2.28% 61.6% 78 3.85%
ACS
3040
Archford Capital Strategies
Illinois
$449M +$11.4M +3% 4.82% 76.2% 306 11.11%
SW
3041
SlateStone Wealth
Florida
$448M -$19.6M -4% 3.65% 79.1% 203 22.17%
PRS
3042
Pinkerton Retirement Specialists
Idaho
$448M -$123M -22% 3.66% 82.9% 95 14.74%
WPC
3043
Wedmont Private Capital
Pennsylvania
$448M +$124M +38% 4.88% 78.4% 336 33.63%
CC
3044
Commodore Capital
New York
$448M +$15.9M +4% 7.2% 2,049% 29 20.69%
FPIS
3045
Financial Planning & Information Services
Wisconsin
$448M +$41.4M +10% 3.58% 13% 84 10.71%
MPAM
3046
Monarch Partners Asset Management
Massachusetts
$448M -$44.4M -9% 0.85% 136% 189 38.1%
QI
3047
Qtron Investments
Massachusetts
$447M +$4.62M +1% 0.79% 111% 385 28.31%
LM
3048
Luminus Management
Texas
$447M +$21M +5% 51.2% 13.1% 80 88.75%
MCM
3049
Mitchell Capital Management
Kansas
$447M -$46.8M -9% 4.02% 155% 157 26.75%
AIA
3050
Absolute Investment Advisers
Florida
$447M +$139M +45% 0% 0.22% 90 27.78%