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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
PCTC
3351
Perkins Coie Trust Company
Washington
$244M +$18.3M +8% 7.85% 70.8% 328 11.59%
NWP
3352
Northstar Wealth Partners
Connecticut
$244M +$16.2M +7% 7.58% 36.2% 186 6.45%
WPIC
3353
White Pine Investment Company
Michigan
$244M +$23.8M +11% 7.81% 66.3% 66 9.09%
BBL
3354
Beck Bode LLC
Massachusetts
$244M +$15.9M +7% 9.22% 128% 78 28.21%
BCC
3355
Bridge City Capital
Oregon
$243M +$11M +5% 7.9% 76.9% 96 13.54%
LCM
3356
Liberty Capital Management
Michigan
$243M +$16.1M +7% 6.74% 125 5.6%
HA
3357
Hamel Associates
New Jersey
$243M +$8.81M +4% 6.12% 50.6% 84 4.76%
HP
3358
Harbourvest Partners
Massachusetts
$243M +$2.36M +1% 1.54% 6.18% 43 41.86%
SMG
3359
Spectrum Management Group
Indiana
$243M -$51.1M -17% 7.8% 44% 259 29.34%
VP
3360
Vitruvian Partners
United Kingdom
$243M +$29.6M +14% 14.9% 35.8% 2 0%
NQWM
3361
Northwest Quadrant Wealth Management
Oregon
$243M +$9.29M +4% 5.18% 36.7% 69 10.14%
FSA
3362
Financial Services Advisory
Maryland
$242M +$91.1M +60% 6.93% 61.8% 36 50%
LC
3363
Lincoln Capital
Nebraska
$242M +$17.9M +8% 6.3% 63.8% 80 3.75%
MAS
3364
Managed Account Services
Florida
$242M +$40.3M +20% 6.17% 32.4% 90 6.67%
SIA
3365
Strategic Investment Advisors
Michigan
$242M +$33.4M +16% 5.4% 56.1% 169 11.83%
SACTSONJ
3366
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$242M +$22.1M +10% 12% 147% 237 11.81%
APSP
3367
Asset Planning Services (Pennsylvania)
Pennsylvania
$242M +$10.8M +5% 6.18% 62.1% 287 74.22%
BA
3368
Birinyi Associates
Connecticut
$242M +$11M +5% 11.2% 102% 83 13.25%
IIC
3369
Integrated Investment Consultants
Michigan
$242M +$47.2M +24% 7.89% 59.1% 189 20.11%
PVWM
3370
Point View Wealth Management
New Jersey
$241M +$20.5M +9% 7.98% 27% 288 9.03%
WCWM
3371
Wooster Corthell Wealth Management
Connecticut
$241M +$17.6M +8% 7.24% 39.1% 39 2.56%
CAM
3372
Chandler Asset Management
California
$241M +$18.7M +8% 5.53% 29.4% 17 0%
VAG
3373
VisionPoint Advisory Group
Texas
$241M -$124M -34% 5.61% 74.2% 147 26.53%
UFF
3374
USA Financial Formulas
Michigan
$241M -$16.8M -7% 9.03% 78% 340 57.65%
TLCM
3375
Tiger Legatus Capital Management
New York
$241M +$9.43M +4% 47.5% 19.1% 13 30.77%