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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
IVMX
3276
Institutional Venture Management XIII
California
$392M +$22.6M +6% 15.4% 5 20%
BCB
3277
Brian C. Broderick
$391M -$24.4M -6% 5.16% 64.8% 78 8.97%
UWPG
3278
Ullmann Wealth Partners Group
Florida
$391M +$16.9M +5% 5.1% 51.5% 92 15.22%
OAM
3279
Occidental Asset Management
California
$391M -$29.9M -7% 4.37% 65.6% 222 20.72%
PGCM
3280
Prescott Group Capital Management
Oklahoma
$391M -$49.9M -11% 2.89% 124% 220 51.82%
HAM
3281
Harber Asset Management
North Carolina
$391M -$63.7M -14% 7.04% 30% 45 51.11%
NAMP
3282
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$391M -$34.8M -8% 6.04% 73.1% 156 10.9%
WCM
3283
Wildcat Capital Management
New York
$391M -$223M -36% 30.5% 126% 29 31.03%
RSS
3284
Rosenblum Silverman Sutton
California
$391M -$53.6M -12% 9.47% 95.4% 73 6.85%
PCM
3285
Punch Card Management
Florida
$390M -$492K -0.1% 0.57% 41% 3 0%
BI
3286
Bulldog Investors
New Jersey
$389M +$15.1M +4% 1.29% 20.9% 410 48.54%
BCA
3287
Bray Capital Advisors
Florida
$389M -$19.6M -5% 3.59% 36.6% 287 6.62%
JTWM
3288
Jackson Thornton Wealth Management
Alabama
$389M +$40.1M +11% 2.85% 51.2% 25 32%
BIP
3289
Blueprint Investment Partners
North Carolina
$389M -$18M -4% 2.64% 75.1% 270 35.19%
HPIA
3290
Hamilton Point Investment Advisors
North Carolina
$388M -$31.9M -8% 6.25% 79.3% 82 9.76%
WFAG
3291
Wescott Financial Advisory Group
Pennsylvania
$388M +$194M +100% 4.35% 45% 130 46.15%
JBA
3292
Johnson Bixby & Associates
Washington
$388M +$10.6M +3% 3.3% 44.1% 95 16.84%
TC
3293
Teilinger Capital
Texas
$388M -$94.9M -20% 14.9% 35.7% 58 62.07%
PCA
3294
PL Capital Advisors
Florida
$388M -$21.2M -5% 2.73% 58% 45 20%
KC
3295
Kingfisher Capital
North Carolina
$388M -$44.6M -10% 2.14% 58.5% 205 20%
WCMN
3296
Westchester Capital Management (Nebraska)
Nebraska
$388M -$3.92M -1% 0.14% 107% 52 7.69%
CAM
3297
Capco Asset Management
Florida
$388M +$25.2M +7% 0.54% 46.7% 27 11.11%
SCM
3298
Shah Capital Management
North Carolina
$387M +$12M +3% 14.6% 225% 12 16.67%
SA
3299
Sicart Associates
New York
$386M +$3.33M +0.9% 4.6% 89.1% 107 14.02%
CWP
3300
Concord Wealth Partners
Virginia
$386M -$22.2M -5% 4.47% 66% 1,436 14.21%