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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
BFC
3126
Blue Fin Capital
Rhode Island
$543M +$16.3M +3% 3.77% 125% 143 6.99%
HEIP
3127
Hudson Edge Investment Partners
New Jersey
$542M +$2.95M +0.5% 1.74% 68.8% 201 9.95%
OHA
3128
Oak Hill Advisors
New York
$542M -$126M -19% 15.3% 42.4% 14 0%
WA
3129
Wealthstream Advisors
New York
$542M -$8.64M -2% 0.76% 88.2% 179 16.2%
LWA
3130
Lineweaver Wealth Advisors
Ohio
$541M +$15.9M +3% 0.65% 61.4% 141 15.6%
FCM
3131
Fortis Capital Management
Washington
$541M +$44.4M +9% 3.35% 82% 142 13.38%
PAM
3132
Peak Asset Management
Colorado
$541M +$9.97M +2% 3.26% 70.1% 154 5.84%
NB
3133
Northwest Bancshares
Pennsylvania
$540M -$46.9M -8% 1.62% 84.8% 188 8.51%
FCM
3134
Fourpath Capital Management
Oklahoma
$540M -$2.87M -0.5% 0.41% 78% 791 72.31%
MAP
3135
Moody Aldrich Partners
Massachusetts
$540M -$9.94M -2% 6.93% 336% 222 25.23%
NC
3136
NBW Capital
Massachusetts
$540M +$9.25M +2% 6.05% 86% 110 23.64%
WAM
3137
Wilsey Asset Management
California
$539M -$5.84M -1% 2.95% 55% 24 12.5%
IVAV
3138
Index Venture Associates VI
Jersey
$539M -$139M -20% 59.1% 312% 1 0%
SPA
3139
Sentinel Pension Advisors
Massachusetts
$539M +$20M +4% 1% 46.5% 117 11.11%
DSC
3140
Duncker Streett & Co
Missouri
$539M -$9.38M -2% 2.46% 90.9% 559 17.89%
MGIA
3141
Matthew Goff Investment Advisor
Texas
$538M +$12.5M +2% 0.12% 79.9% 103 2.91%
RSVP
3142
Ramsay Stattman Vela & Price
Colorado
$538M -$260K -0% 1.44% 64.3% 77 3.9%
FGA
3143
Fortis Group Advisors
New Jersey
$537M -$3.96M -0.7% 4.61% 91.2% 527 10.63%
CCM
3144
Coerente Capital Management
Ontario, Canada
$536M -$95.2K -0% 1.9% 40% 46 8.7%
FTC
3145
Farmers Trust Company
Ohio
$536M -$554K -0.1% 2.55% 73.5% 198 8.08%
HIG
3146
Heritage Investment Group
Florida
$536M +$10.1M +2% 0.77% 51.2% 114 17.54%
FA
3147
Fermata Advisors
California
$536M +$43M +9% 0.71% 49.3% 290 23.1%
BCM
3148
Bourgeon Capital Management
Connecticut
$536M +$15.7M +3% 2.76% 117% 130 28.46%
CAM
3149
Clark Asset Management
New Hampshire
$535M +$69.7M +15% 1.36% 45.5% 147 23.13%
BIA
3150
Bell Investment Advisors
California
$535M -$10M -2% 2.61% 41% 1,975 8.61%