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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
TPA
3151
Trivium Point Advisory
Connecticut
$346M +$63.2M +22% 16.7% 86.7% 188 16.49%
KFAA
3152
Klaas Financial Asset Advisors
Illinois
$346M 7.65% 36.2% 81
SA
3153
Strategic Advisors
New York
$346M +$47.8M +16% 12.9% 87.3% 169 17.75%
PGCM
3154
Prescott Group Capital Management
Oklahoma
$346M +$121M +54% 35.3% 124% 130 43.85%
APW
3155
Austin Private Wealth
Texas
$346M +$78M +29% 13.2% 62.3% 118 27.12%
MWA
3156
Martel Wealth Advisors
Washington
$345M +$37.2M +12% 8.77% 39.7% 46 15.22%
GSWM
3157
Golden State Wealth Management
California
$345M +$45.9M +15% 11.9% 456 54.82%
BCA
3158
Bray Capital Advisors
Florida
$345M +$60.7M +21% 14.9% 36.6% 272 6.62%
CPI
3159
Crestview Partners III
New York
$345M +$174M +102% 104% 5.73% 3 0%
UF
3160
Univest Financial
Pennsylvania
$345M +$28.6M +9% 14% 60.6% 108 8.33%
DVC
3161
Deer VII & Co
New York
$344M -$88.1M -20% 40.3% 241% 2 0%
GCP
3162
Greenoaks Capital Partners
California
$344M 29.4% 481% 11
BAM
3163
Bruderman Asset Management
New York
$344M +$39.6M +13% 7.66% 31.7% 115 25.22%
NI
3164
NFC Investments
Tennessee
$344M +$78.9M +30% 36% 40 10%
RA
3165
RR Advisors
Texas
$344M +$80M +30% 40.3% 113% 20 10%
CGC
3166
Continental Grain Company
New York
$343M +$97.3M +40% 36.2% 5.22% 11 18.18%
WC
3167
Westwind Capital
New Mexico
$343M +$46M +15% 18.7% 78.1% 40 10%
FBC
3168
Fairfield, Bush & Co
Connecticut
$343M +$29.8M +10% 11.1% 101% 155 9.68%
WFA
3169
Websterrogers Financial Advisors
South Carolina
$343M 13.7% 42.9% 51
RR
3170
Robotti Robert
$343M +$83.5M +32% 32.5% 149% 68 13.24%
WI
3171
WrapManager Inc
California
$342M +$44.1M +15% 12.1% 51.7% 283 20.14%
KAM
3172
Krensavage Asset Management
New York
$342M +$28.3M +9% 18.5% 113% 12 8.33%
PFU
3173
Parus Finance (UK)
United Kingdom
$342M +$48.8M +17% 17.8% 199% 29 17.24%
CCM
3174
Contrarian Capital Management
Connecticut
$342M +$107M +46% 43.9% 24.6% 15 53.33%
22CM
3175
20/20 Capital Management
California
$342M +$76.1M +29% 10.5% 178 25.28%