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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
SFP
3251
Sweet Financial Partners
Minnesota
$314M -$5.07M -2% 4.51% 22.4% 179 14.53%
GC
3252
GGV Capital
California
$314M -$105M -25% 0.13% 49.3% 13 15.38%
HCM
3253
HGI Capital Management
New York
$314M +$74M +31% 8.87% 47% 47 55.32%
VCM
3254
Vector Capital Management
California
$313M +$50.5M +19% 12.9% 42.7% 6 16.67%
FRGX
3255
First Reserve GP XIII
Connecticut
$313M 15.3% 29.1% 1
CWP
3256
CFM Wealth Partners
Texas
$313M -$20.1M -6% 3.35% 116% 168 13.1%
PFBT
3257
Parkside Financial Bank & Trust
Missouri
$313M -$14.3M -4% 4.25% 63.3% 2,012 9.74%
JSA
3258
Jacobson & Schmitt Advisors
Wisconsin
$313M -$8M -2% 0.3% 70.3% 56 8.93%
RWM
3259
Rockwood Wealth Management
Pennsylvania
$313M +$99.3M +47% 5.64% 48.9% 81 23.46%
SONJCPFE
3260
State of New Jersey Common Pension Fund E
New Jersey
$313M -$84.8M -21% 14.7% 26.4% 2 0%
TFF
3261
The Family Firm
Maryland
$313M -$26.6M -8% 5.74% 40.2% 182 9.89%
BFA
3262
Benedict Financial Advisors
Georgia
$313M -$25.7M -8% 6.24% 62% 118 2.54%
TS
3263
Tamar Securities
California
$313M +$7.97M +3% 4.45% 76.3% 55 7.27%
RC
3264
Reik & Co
New York
$312M -$42.2M -12% 10.3% 37.6% 51 0%
AEPLI
3265
AH Equity Partners LSV I
California
$312M +$62.9M +25% 26.4% 3 0%
SV
3266
Sapphire Ventures
Texas
$312M -$102M -25% 6.11% 20.2% 11 9.09%
RP
3267
Rice Partnership
Hawaii
$312M +$26.6M +9% 4.72% 123% 127 10.24%
FL
3268
Fourthstone LLC
Missouri
$311M +$60.5M +24% 3.82% 60.1% 63 39.68%
HWM
3269
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 5.12% 85.5% 202 9.9%
KAS
3270
Kemnay Advisory Services
New York
$311M -$100M -24% 4.12% 153% 38 18.42%
HWMA
3271
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 2.77% 1,131 19.01%
CBFP
3272
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 5.48% 47% 371 12.94%
FCMI
3273
Foresite Capital Management IV
California
$311M -$60.4M -16% 2.51% 149% 9 22.22%
AGFIA
3274
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 2.93% 61.4% 3 0%
WCFA
3275
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.21M -3% 5.95% 56.8% 230 13.04%