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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
CCP
3301
Caden Capital Partners
California
$355M -$38.7M -10% 8.25% 8.24% 16 18.75%
FA
3302
Fermata Advisors
California
$355M +$244M +221% 4.12% 49.3% 165 58.18%
SC
3303
Schoolcraft Capital
Colorado
$355M -$9.86M -3% 3.07% 44.8% 77 2.6%
PCTC
3304
Perkins Coie Trust Company
Washington
$354M +$2.29M +0.7% 3.8% 70.8% 615 64.55%
SFS
3305
Security Financial Services
Indiana
$354M +$1.74M +0.5% 3.92% 60.7% 170 16.47%
GAM
3306
Gould Asset Management
California
$354M -$4.08M -1% 4.02% 37.6% 151 1.32%
AACA
3307
American Assets Capital Advisers
California
$354M -$42.5M -11% 3.47% 73.5% 35 11.43%
RP
3308
Rice Partnership
Hawaii
$353M -$11.8M -3% 2.67% 123% 146 13.01%
CIM
3309
Contravisory Investment Management
Massachusetts
$353M -$25.1M -7% 3.28% 129% 396 46.46%
PAM
3310
Paradigm Asset Management
New York
$353M -$19.6M -5% 1.65% 51.6% 627 29.67%
VP
3311
venBio Partners
California
$353M +$76.3M +28% 4.1% 648% 8 12.5%
AC
3312
Albar Capital
United Kingdom
$353M -$94.4M -21% 1.3% 163% 61 63.93%
VP
3313
Vitruvian Partners
United Kingdom
$353M -$139M -28% 3.74% 35.8% 10 10%
KMC
3314
Kirr Marbach & Co
Indiana
$353M -$9.84M -3% 1.11% 135% 54 12.96%
PGAM
3315
Princeton Global Asset Management
New Jersey
$352M +$10.2M +3% 1.73% 104% 617 9.24%
ICM
3316
Irenic Capital Management
New York
$352M +$17.4M +5% 1.36% 78.4% 25 60%
JSA
3317
Jacobson & Schmitt Advisors
Wisconsin
$352M -$543K -0.2% 0.05% 70.3% 67 13.43%
GDS
3318
Gimbel Daniel Scott
$352M +$67.2M +24% 23.6% 141% 2 0%
MIA
3319
Milestone Investment Advisors
Wisconsin
$351M +$28.5M +9% 3.11% 43.6% 445 73.48%
TWM
3320
TMD Wealth Management
Arizona
$351M -$33M -9% 1.84% 2.41% 60 20%
AW
3321
Avion Wealth
Texas
$350M -$31.6M -8% 2.31% 36% 1,302 29.8%
AWC
3322
Abundance Wealth Counselors
Pennsylvania
$350M +$157M +81% 7.94% 94.7% 138 59.42%
HWM
3323
Hohimer Wealth Management
Washington
$350M -$12.2M -3% 2.17% 85.5% 196 7.14%
CRG
3324
Cornerstone Retirement Group
Nevada
$350M -$12.1M -3% 3.52% 40 55%
KFP
3325
KB Financial Partners
New Jersey
$350M -$14.3M -4% 2.64% 615 8.46%