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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
PFP
3526
Patriot Financial Partners
Pennsylvania
$305M +$71.9M +31% 33.6% 16.6% 15 6.67%
FWM
3527
FFT Wealth Management
Pennsylvania
$305M +$14.2M +5% 9.16% 65.6% 27 11.11%
KAH
3528
Kathryn A. Hall
$305M +$17.9M +6% 21% 95.2% 58 13.79%
SRC
3529
Sage Rhino Capital
California
$304M +$51.2M +20% 4.69% 71.6% 193 11.92%
MW
3530
Marks Wealth
Maryland
$304M +$16M +6% 14.1% 169% 55 63.64%
RPWA
3531
Regent Peak Wealth Advisors
Georgia
$304M +$4.26M +1% 4.39% 1,169 86.66%
DPI
3532
Diversified Portfolios Inc
Michigan
$304M +$24.4M +9% 3.87% 33% 99 7.07%
OCM
3533
Ogborne Capital Management
California
$304M -$68.6M -18% 6.04% 223% 15 53.33%
USPCM
3534
Union Square Park Capital Management
New York
$304M +$52.2M +21% 35.6% 47.3% 128 67.19%
SWM
3535
Southern Wealth Management
Texas
$304M +$39.8M +15% 4.62% 50% 57 3.51%
CBOR
3536
Community Bank of Raymore
Missouri
$303M +$38.6M +15% 11.4% 89.6% 68 17.65%
AIA
3537
Alera Investment Advisors
Illinois
$303M +$19.9M +7% 5.31% 28.9% 91 9.89%
GSWM
3538
Golden State Wealth Management
California
$303M -$41.8M -12% 3.81% 248 24.19%
NCM
3539
Newfoundland Capital Management
Brazil
$303M +$217M +253% 12.7% 49.5% 58 79.31%
CWM
3540
Concentric Wealth Management
California
$303M +$31.2M +11% 8.11% 33.4% 129 3.88%
P
3541
Paradiem
Louisiana
$303M +$66.7M +28% 11.4% 107% 107 23.36%
HP
3542
HT Partners
Connecticut
$303M +$6.47M +2% 3.02% 63.1% 48 6.25%
SIA
3543
SeaBridge Investment Advisors
New Jersey
$303M +$25.3M +9% 8.5% 128% 137 10.22%
HEIP
3544
Hudson Edge Investment Partners
New Jersey
$302M +$21.9M +8% 12.9% 68.8% 141 13.48%
MRCM
3545
Mill Road Capital Management
Connecticut
$302M +$19.4M +7% 40.8% 38.3% 28 42.86%
GPSPJS
3546
General Pension Society PZU Joint Stock
Poland
$302M +$255K +0.1% 17.8% 112% 17 11.76%
EEP
3547
Edgehill Endowment Partners
Connecticut
$302M +$17.6M +6% 3.21% 11.6% 6 0%
TTSTC
3548
Texas Treasury Safekeeping Trust Company
Texas
$302M +$29.3M +11% 1.21% 27.3% 4 0%
OBWP
3549
O'Brien Wealth Partners
Massachusetts
$302M +$25.1M +9% 3.99% 56.7% 44 20.45%
EDRIA
3550
Edmonds Duncan Registered Investment Advisors
Kansas
$302M +$1.93M +0.6% 6.1% 12.8% 133 4.51%