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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
CPA
3501
Court Place Advisors
Maryland
$299M +$31.6M +12% 12.7% 92% 179 8.94%
SWM
3502
Sugarloaf Wealth Management
Georgia
$299M +$24.5M +9% 8.37% 10.2% 781 13.44%
CDIA
3503
Capital Directions Investment Advisors
Georgia
$299M +$34.4M +13% 17.1% 7.53% 203 7.88%
YWP
3504
YorkBridge Wealth Partners
New York
$299M +$60.5M +25% 12.7% 36.5% 219 20.55%
ODIJL
3505
One Day In July LLC
Vermont
$298M +$17.6M +6% 11.7% 43.1% 60 28.33%
ACM
3506
Armbruster Capital Management
New York
$298M +$37.7M +14% 15.8% 64.3% 91 8.79%
HCS
3507
Himension Capital (Singapore)
Singapore
$298M 25.6% 492% 16
AL
3508
AIP LLC
New York
$298M +$31.1M +12% 11.7% 54.9% 1 0%
SP
3509
StackLine Partners
New York
$297M +$36.1M +14% 34.3% 12.7% 13 23.08%
FPIS
3510
Financial Planning & Information Services
Wisconsin
$297M +$40M +16% 16.4% 13% 69 7.25%
NIF
3511
Nalanda India Fund
Mauritius
$297M +$33.3M +13% 12.6% 15.3% 1 0%
5VM
3512
5AM Venture Management
California
$297M -$83.4M -22% 32.7% 546% 10 10%
CH
3513
Canton Hathaway
Rhode Island
$297M +$52.6M +22% 11.9% 84.7% 370 60%
HP
3514
HT Partners
Connecticut
$296M +$32.8M +12% 10.6% 63.1% 46 23.91%
M2MC
3515
Matthew 25 Management Corp
Pennsylvania
$296M +$33.5M +13% 17.4% 141% 20 10%
BCM
3516
BHZ Capital Management
California
$296M +$60.2M +26% 43.6% 3.24% 154 18.18%
NQWM
3517
Northwest Quadrant Wealth Management
Oregon
$296M +$43.4M +17% 13.5% 45.6% 61 11.48%
HCM
3518
Heathbridge Capital Management
Ontario, Canada
$296M +$39.5M +15% 22.5% 58.7% 24 0%
FAM
3519
Fulcrum Asset Management
United Kingdom
$296M +$129M +78% 15.2% 142 0%
CCM
3520
Compton Capital Management
Rhode Island
$296M +$35.1M +13% 12.9% 75.6% 154 14.94%
MFS
3521
McNamara Financial Services
Massachusetts
$295M -$218K -0.1% 11% 42.6% 48 0%
SL
3522
Stevard LLC
Illinois
$295M +$55.5M +23% 16.6% 168 59.52%
LFA
3523
Lighthouse Financial Advisors
Maryland
$295M +$32.1M +12% 13.3% 113 12.39%
SRF
3524
Silver Rock Financial
California
$295M +$119M +68% 22% 2.58% 46 73.91%
BCVI
3525
Bain Capital Venture Investors
Massachusetts
$295M -$62.7M -18% 3.28% 34.2% 2 50%