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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
PA
3151
Perennial Advisors
New York
$501M +$41.9M +9% 1.02% 115 34.78%
SFPM
3152
Sensible Financial Planning & Management
Massachusetts
$501M +$18.6M +4% 0.48% 24.5% 30 3.33%
ACM
3153
Arvin Capital Management
Texas
$501M +$144M +40% 2.23% 69 73.91%
HG
3154
Harbor Group
New Hampshire
$501M +$55.4M +12% 1.76% 41.4% 104 18.27%
SIC
3155
SFE Investment Counsel
California
$501M +$29.6M +6% 3.74% 78.2% 145 24.83%
TF
3156
TLWM Financial
Texas
$500M -$8.09M -2% 2.21% 48% 74 1.35%
GWMIA
3157
Global Wealth Management Investment Advisory
Florida
$500M +$14.9M +3% 0.15% 67.5% 153 15.69%
PWM
3158
PBMares Wealth Management
Virginia
$500M +$10.2M +2% 0.6% 67.7% 201 8.96%
RR
3159
Robotti Robert
$499M -$70.7M -12% 8.02% 149% 68 8.82%
SAM
3160
Secure Asset Management
Michigan
$499M -$160M -24% 1.87% 86.5% 370 29.73%
AWM
3161
Austin Wealth Management
Texas
$499M +$16.6M +3% 0.38% 48.2% 132 10.61%
WAM
3162
Wilsey Asset Management
California
$499M -$40.5M -8% 3.89% 55% 25 12%
TAM
3163
Third Avenue Management
New York
$499M -$18.1M -4% 0.39% 111% 62 6.45%
NB
3164
Nicolet Bankshares
Wisconsin
$498M +$74.2M +18% 0.8% 63.9% 200 5%
GA
3165
GFS Advisors
Texas
$498M -$160M -24% 1.62% 74.3% 157 25.48%
RI
3166
RPTC Inc
Wyoming
$498M +$7.03M +1% 3.23% 69.5% 7 14.29%
PIFP
3167
Partners in Financial Planning
Virginia
$498M +$7.38M +2% 0.49% 31.6% 109 9.17%
KGAMU
3168
KPS Global Asset Management (UK)
United Kingdom
$497M +$3.18M +0.6% 3.07% 523% 4 0%
OTL
3169
Oak Thistle LLC
New York
$497M +$160M +47% 3.88% 59% 587 65.42%
WP
3170
Wedgewood Partners
Missouri
$496M -$11.5M -2% 6.6% 71.7% 20 5%
FTM
3171
First Turn Management
California
$496M -$62.3M -11% 0.25% 44 38.64%
OWM
3172
Opes Wealth Management
California
$495M +$7.74M +2% 1.45% 54.1% 149 12.08%
DIM
3173
Delta Investment Management
California
$495M -$18.2M -4% 1.54% 58.1% 277 22.38%
DCA
3174
DSG Capital Advisors
Minnesota
$495M -$56.9M -10% 2.96% 126 7.94%
PCP
3175
Polunin Capital Partners
United Kingdom
$495M +$90.6M +22% 23.4% 252% 29 20.69%