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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
HFS
3201
Haverford Financial Services
Pennsylvania
$344M -$62.3M -15% 10.9% 57.8% 70 10%
IVSFI
3202
IA Venture Strategies Fund II
New York
$343M -$164M -32% 31.2% 375% 2 0%
AMM
3203
American Money Management
California
$343M -$32.8M -9% 10.8% 54.1% 141 5.67%
BB
3204
Berkshire Bank
Massachusetts
$343M -$77.8M -18% 12.7% 70% 140 5%
TI
3205
Think Investments
California
$343M -$9.28M -3% 17.8% 119% 26 30.77%
AO
3206
Advisor OS
Illinois
$343M -$2.58M -0.7% 8.93% 51.1% 215 15.35%
TCMNY
3207
Thrive Capital Management (New York)
New York
$342M -$398M -54% 48.5% 282% 11 27.27%
OCM
3208
Ovata Capital Management
Hong Kong
$342M +$17.4M +5% 16.2% 68.1% 211 82.46%
SAF
3209
Smith Anglin Financial
Texas
$342M -$89.5M -21% 14.2% 52.8% 151 22.52%
BFC
3210
Bedel Financial Consulting
Indiana
$342M +$23.6M +7% 3.47% 104% 1,016 81.1%
WFPG
3211
Waller Financial Planning Group
Ohio
$342M -$35.7M -9% 12.7% 40.9% 58 24.14%
DWA
3212
Dorsey Wright & Associates
California
$342M -$88.7M -21% 9.63% 246% 353 44.19%
HIM
3213
HughesLittle Investment Management
$341M -$97.1M -22% 20% 91.2% 15 6.67%
S
3214
Siemens
Germany
$341M -$162M -32% 32.2% 35.2% 1 0%
GA
3215
GRS Advisors
Illinois
$341M -$56.2M -14% 15.1% 41.1% 40 45%
PFMOSF
3216
Philadelphia Financial Management of San Francisco
California
$340M +$29.6M +10% 15.1% 174% 51 58.82%
CWP
3217
Curated Wealth Partners
California
$340M +$45.2M +15% 22.6% 45.4% 168 40.48%
BEI
3218
Benjamin Edwards Inc
Missouri
$340M -$3.65M -1% 9.8% 66.5% 760 15%
GHCMRT
3219
Graham Holdings Co Master Retirement Trust
Virginia
$340M -$99.7M -23% 22.7% 55.6% 2 0%
GA
3220
Greenspring Advisors
Maryland
$340M -$36.6M -10% 12.8% 123 21.95%
TFF
3221
The Family Firm
Maryland
$339M -$42.2M -11% 13% 40.2% 185 10.27%
APG
3222
Abacus Planning Group
South Carolina
$339M -$32.1M -9% 15% 59.1% 220 18.18%
SWA
3223
SOA Wealth Advisors
New York
$339M -$70.7M -17% 17.4% 79.1% 1,087 13.52%
HWM
3224
Hohimer Wealth Management
Washington
$339M -$168M -33% 14.9% 85.5% 222 14.41%
ER
3225
EVR Research
Virginia
$339M +$67.7M +25% 10% 104% 49 61.22%