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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
HA
3351
Harfst & Associates
Wyoming
$356M -$19.4M -5% 3.27% 82.5% 93 5.38%
NQWM
3352
Northwest Quadrant Wealth Management
Oregon
$356M -$5.59M -2% 3.18% 45.6% 61 11.48%
TFF
3353
The Family Firm
Maryland
$356M -$22.2M -6% 3.24% 40.2% 184 5.43%
EDRIA
3354
Edmonds Duncan Registered Investment Advisors
Kansas
$356M +$23.4M +7% 3.77% 12.8% 143 9.79%
SRC
3355
Sage Rhino Capital
California
$356M -$3.04M -0.8% 2.76% 86.8% 237 10.55%
EL
3356
Essex LLC
Illinois
$356M -$3.01M -0.8% 2.93% 89.1% 167 14.97%
SL
3357
Systelligence LLC
Minnesota
$356M +$39.5M +12% 2.73% 57.3% 56 53.57%
IGWM
3358
ICA Group Wealth Management
Colorado
$356M -$43.1M -11% 3.58% 1,335 82.4%
AAA
3359
Affinity Asset Advisors
New York
$356M +$69.2M +24% 4.84% 1,487% 101 52.48%
CCP
3360
Caden Capital Partners
California
$355M -$38.7M -10% 8.25% 19.1% 16 18.75%
FA
3361
Fermata Advisors
California
$355M +$244M +221% 4.12% 49.3% 165 58.18%
LBA
3362
Lowell Blake & Associates
Massachusetts
$355M +$10M +3% 3.01% 44.2% 63 4.76%
SC
3363
Schoolcraft Capital
Colorado
$355M -$9.86M -3% 3.07% 54.3% 77 2.6%
PCTC
3364
Perkins Coie Trust Company
Washington
$354M +$2.29M +0.7% 3.8% 70.8% 615 64.55%
SFS
3365
Security Financial Services
Indiana
$354M +$1.74M +0.5% 3.92% 60.7% 170 16.47%
GAM
3366
Gould Asset Management
California
$354M -$4.08M -1% 4.02% 42.8% 151 1.32%
AACA
3367
American Assets Capital Advisers
California
$354M -$42.5M -11% 3.47% 73.5% 35 11.43%
RP
3368
Rice Partnership
Hawaii
$353M -$11.8M -3% 2.67% 123% 146 13.01%
CIM
3369
Contravisory Investment Management
Massachusetts
$353M -$25.1M -7% 3.28% 129% 396 46.46%
PAM
3370
Paradigm Asset Management
New York
$353M -$19.6M -5% 1.65% 73.8% 627 29.67%
VP
3371
venBio Partners
California
$353M +$76.3M +28% 4.1% 564% 8 12.5%
AC
3372
Albar Capital
United Kingdom
$353M -$94.4M -21% 1.3% 163% 61 63.93%
VP
3373
Vitruvian Partners
United Kingdom
$353M -$139M -28% 3.74% 64.3% 10 10%
KMC
3374
Kirr Marbach & Co
Indiana
$353M -$9.84M -3% 1.11% 135% 54 12.96%
PGAM
3375
Princeton Global Asset Management
New Jersey
$352M +$10.2M +3% 1.73% 104% 617 9.24%