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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
BA
3026
BCM Advisors
Louisiana
$363M -$13.7M -4% 57
CSC
3027
Cook Street Consulting
Colorado
$363M -$33.1M -8% 2
BHWM
3028
Beaird Harris Wealth Management
Texas
$363M +$86.1M +31% 673
IVGAI
3029
Index Venture Growth Associates I
Jersey
$363M -$81.5M -18% 1
MTC
3030
Matrix Trust Company
Colorado
$362M -$42.4M -10% 55
BI
3031
Bulldog Investors
New Jersey
$362M -$27.3M -7% 367
NCM
3032
Nelson Capital Management
California
$362M -$149M -29% 107
PCM
3033
PenderFund Capital Management
British Columbia, Canada
$362M -$46.6M -11% 214
A
3034
Apoletto
British Virgin Islands
$362M -$18.5M -5% 17
VM
3035
Varde Management
Minnesota
$361M -$18.3M -5% 21
PCWA
3036
Pacific Capital Wealth Advisors
California
$361M +$11.2M +3% 93
FG
3037
Formula Growth
Quebec, Canada
$361M -$162M -31% 147
HFM
3038
Hartford Financial Management
Connecticut
$361M -$53.9M -13% 393
PCM
3039
Philosophy Capital Management
California
$361M +$2.3M +0.6% 42
KNW
3040
Kesler Norman & Wride
Utah
$361M -$88.8M -20% 151
LECM
3041
Lead Edge Capital Management
New York
$360M -$96.5M -21% 9
TC
3042
TAP Consulting
Missouri
$360M -$21.2M -6% 152
MB
3043
MPM BioImpact
Massachusetts
$360M -$12.6M -3% 41
PEGL
3044
P/E Global LLC
Massachusetts
$360M +$82.9M +30% 1
HFM
3045
Harvest Fund Management
China
$360M -$117M -25% 769
SPIA
3046
Strategic Point Investment Advisors
Rhode Island
$360M -$77.9M -18% 32
SNB
3047
Security National Bank
Nebraska
$360M -$77.5M -18% 109
NFT
3048
Nan Fung Trinity
Hong Kong
$360M -$164M -31% 31
CRB
3049
Chad R. Baker
$360M -$83.8M -19% 51
AI
3050
AdvisorShares Investments
Maryland
$359M -$248M -41% 288