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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
WCM
3301
Windsor Capital Management
Arizona
$198M -$40.1M -17% 16.1% 46.1% 123 10.57%
MIM
3302
Martin Investment Management
Florida
$197M -$90.7M -31% 16.7% 44.7% 47 17.02%
DACG
3303
Donor Advised Charitable Giving
California
$197M +$11.7M +6% 7.82% 365% 62 27.42%
MFW
3304
Mosaic Family Wealth
Missouri
$197M -$51.2M -21% 19.3% 85.2% 161 21.12%
WPC
3305
White Pine Capital
Minnesota
$197M -$59.2M -23% 16.3% 143% 229 13.97%
VU
3306
Vanderbilt University
Tennessee
$197M -$79.3M -29% 31.3% 61.8% 8 37.5%
NWP
3307
Northstar Wealth Partners
Connecticut
$197M -$47.2M -19% 16.8% 36.2% 189 17.46%
EDRIA
3308
Edmonds Duncan Registered Investment Advisors
Kansas
$197M -$49.9M -20% 20.9% 12.8% 126 22.22%
HCA
3309
Harbour Capital Advisors
Virginia
$197M -$64.3M -25% 16.6% 161% 221 26.7%
HA
3310
Harfst & Associates
Wyoming
$197M -$63.1M -24% 22.4% 82.5% 102 5.88%
GC
3311
GFG Capital
Florida
$197M -$36.2M -16% 19.7% 128% 87 34.48%
PCM
3312
Price Capital Management
Louisiana
$197M -$36.1M -16% 0.14% 124% 63 96.83%
MC
3313
Muzinich & Co
New York
$197M -$87.4M -31% 41.3% 9.67% 64 42.19%
RCA
3314
Rowland Carmichael Advisors
Arizona
$196M -$94.8M -33% 17.5% 39% 379 21.64%
PCTC
3315
Perkins Coie Trust Company
Washington
$196M -$47.7M -20% 17.9% 70.8% 463 39.09%
UOMF
3316
University of Massachusetts Foundation
Massachusetts
$196M +$46.4M +31% 16.5% 53.6% 6 33.33%
SPH
3317
Steel Partners Holdings
New York
$196M -$49M -20% 15% 5 0%
PAG
3318
Private Advisory Group
Washington
$196M -$53.9M -22% 17.3% 177% 138 55.07%
AIA
3319
Affinity Investment Advisors
California
$196M -$79.5M -29% 25.3% 189% 162 27.16%
SFA
3320
Stewardship Financial Advisors
Georgia
$196M -$77.9M -28% 18.9% 39.1% 96 37.5%
WCM
3321
Weld Capital Management
New York
$196M -$323M -62% 25.5% 830 83.49%
CBN
3322
Cadence Bank NA
Texas
$196M -$75.6M -28% 19.8% 33.3% 182 12.64%
NIT
3323
NumerixS Investment Technologies
British Columbia, Canada
$196M -$312M -61% 25.4% 24.6% 1,410 59.43%
A
3324
Attestor
United Kingdom
$196M +$131M +201% 29.6% 55.7% 3 66.67%
PFM
3325
Peak Financial Management
Massachusetts
$196M -$38.7M -16% 15.9% 51.8% 57 10.53%