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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
VCM
3201
Vector Capital Management
California
$313M +$50.5M +19% 6
FRGX
3202
First Reserve GP XIII
Connecticut
$313M 1
CWP
3203
CFM Wealth Partners
Texas
$313M -$20.1M -6% 168
PFBT
3204
Parkside Financial Bank & Trust
Missouri
$313M -$14.3M -4% 2,012
JSA
3205
Jacobson & Schmitt Advisors
Wisconsin
$313M -$8M -2% 56
SONJCPFE
3206
State of New Jersey Common Pension Fund E
New Jersey
$313M -$84.8M -21% 2
TFF
3207
The Family Firm
Maryland
$313M -$26.6M -8% 182
RWM
3208
Rockwood Wealth Management
Pennsylvania
$313M +$99.5M +47% 80
BFA
3209
Benedict Financial Advisors
Georgia
$313M -$25.7M -8% 118
TS
3210
Tamar Securities
California
$313M +$7.97M +3% 55
RC
3211
Reik & Co
New York
$312M -$42.2M -12% 51
AEPLI
3212
AH Equity Partners LSV I
California
$312M +$62.9M +25% 3
SV
3213
Sapphire Ventures
Texas
$312M -$102M -25% 11
RP
3214
Rice Partnership
Hawaii
$312M +$26.6M +9% 127
FL
3215
Fourthstone LLC
Missouri
$311M +$60.5M +24% 63
HWM
3216
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 203
KAS
3217
Kemnay Advisory Services
New York
$311M -$100M -24% 38
HWMA
3218
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 1,131
CBFP
3219
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 372
FCMI
3220
Foresite Capital Management IV
California
$311M -$60.4M -16% 9
AGFIA
3221
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 3
WCFA
3222
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.21M -3% 230
NFT
3223
Nan Fung Trinity
Hong Kong
$310M -$49.5M -14% 23
WCMN
3224
Westchester Capital Management (Nebraska)
Nebraska
$310M -$17.6M -5% 53
SAAM
3225
Solus Alternative Asset Management
New Jersey
$310M -$54.6M -15% 13