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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
HPIA
3301
Hamilton Point Investment Advisors
North Carolina
$377M +$7.37M +2% 0.44% 79.3% 81 3.7%
PFP
3302
Patriot Financial Partners
Pennsylvania
$376M +$83.5M +28% 13.5% 16.6% 19 36.84%
HCA
3303
Hyperion Capital Advisors
New York
$376M +$26.1M +7% 2.5% 86.1% 50 10%
WFPG
3304
Waller Financial Planning Group
Ohio
$376M +$3.16M +0.8% 1.52% 40.9% 58 13.79%
SL
3305
Systelligence LLC
Minnesota
$376M -$3.66M -1% 1.54% 57.3% 51 50.98%
WC
3306
Westwind Capital
New Mexico
$376M -$39.9M -10% 0.29% 78.1% 42 16.67%
SIMM
3307
Stillwater Investment Management (Minnesota)
Minnesota
$376M -$534K -0.1% 0.57% 72.3% 85 4.71%
DCP
3308
Distillate Capital Partners
Illinois
$376M +$16.1M +4% 1.16% 9.94% 140 40%
TCM
3309
Tao Capital Management
California
$375M -$60.4M -14% 16.1% 314% 14 35.71%
PWS
3310
Paragon Wealth Strategies
Florida
$375M +$10.1M +3% 1.29% 59.8% 296 85.81%
BSSFA
3311
Baron Silver Stevens Financial Advisors
Florida
$375M +$6.49M +2% 0.63% 52.1% 89 19.1%
BIC
3312
B&I Capital
Switzerland
$375M -$1.31M -0.3% 0.12% 30.5% 38 13.16%
OAMG
3313
Odey Asset Management Group
United Kingdom
$375M -$69.7M -16% 1.74% 259% 85 43.53%
NM
3314
Newtyn Management
New York
$375M +$13.7M +4% 7.95% 52% 100 73%
QFA
3315
Quattro Financial Advisors
Texas
$375M +$694K +0.2% 2.04% 61.8% 109 24.77%
BCB
3316
Brian C. Broderick
$375M -$1.83M -0.5% 0.43% 98.6% 82 4.88%
9WM
3317
9258 Wealth Management
Ohio
$375M +$3.08M +0.8% 0.41% 49.6% 361 6.65%
BA
3318
BCM Advisors
Louisiana
$374M +$5.24M +1% 0.64% 59.3% 56 10.71%
BONH
3319
Bank of New Hampshire
New Hampshire
$374M $0 0% 1.02% 86.4% 188 0%
WP
3320
WealthShield Partners
North Carolina
$374M -$265M -41% 0.26% 71% 801 76.9%
ARC
3321
Arias Resource Capital
Cayman Islands
$373M -$195M -34% 34.2% 81.3% 2 0%
IFA
3322
Invus Financial Advisors
New York
$373M -$129M -26% 17.5% 29.5% 8 0%
CA
3323
Continuum Advisory
Idaho
$373M +$51.5M +16% 0.27% 77% 306 16.01%
NP
3324
Ninepoint Partners
Ontario, Canada
$373M -$40M -10% 1.82% 82.6% 102 41.18%
FBCM
3325
Fort Baker Capital Management
California
$373M +$14.2M +4% 3.28% 46.3% 129 61.24%