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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
HCM
3701
Hahn Capital Management
California
$306M -$1.37M -0.4% 1.64% 53.6% 34 17.65%
BHWA
3702
Beacon Harbor Wealth Advisors
Virginia
$306M +$19.1M +7% 6.41% 129% 85 44.71%
SWK
3703
Stephen W. Kidder
$305M +$18.2M +6% 7.24% 62.5% 80 7.5%
PDIP
3704
Palo Duro Investment Partners
Illinois
$305M +$3.48M +1% 3.63% 86.5% 8 25%
CWA
3705
CM Wealth Advisors
Ohio
$305M -$212M -41% 9.14% 55.8% 464 75.22%
SAM
3706
Standpoint Asset Management
Arizona
$305M +$57M +23% 5.76% 63.2% 8 0%
SFA
3707
Source Financial Advisors
New York
$305M +$6.22M +2% 6.76% 18.5% 135 13.33%
WIC
3708
Whitegate Investment Counselors
New Hampshire
$305M -$5.02M -2% 4.67% 40.3% 65 12.31%
C
3709
Cliffwater
California
$305M -$7.94M -3% 5.67% 28.5% 26 0%
RPA
3710
Rock Point Advisors
Vermont
$305M +$10.3M +4% 3.89% 64.6% 97 9.28%
SIA
3711
SeaBridge Investment Advisors
New Jersey
$304M +$18.1M +6% 5.35% 128% 127 6.3%
PCFFS
3712
Pacific Center for Financial Services
California
$304M +$14M +5% 4.71% 43.4% 417 3.84%
PCA
3713
Peddock Capital Advisors
Massachusetts
$304M +$16.1M +6% 8.98% 104% 152 9.87%
NIF
3714
Nalanda India Fund
Mauritius
$304M -$80.2M -21% 20.9% 15.3% 1 0%
ALAM
3715
Asahi Life Asset Management
Japan
$304M -$10.8M -3% 9.03% 98.6% 254 52.76%
NI
3716
NFC Investments
Tennessee
$304M +$34.6M +13% 7.5% 32 3.13%
MI
3717
MMCAP International
Cayman Islands
$304M -$205M -40% 8.22% 191% 279 29.03%
SIG
3718
Spinnaker Investment Group
California
$304M +$19.3M +7% 4.17% 48.6% 87 10.34%
BL
3719
BCWM LLC
Kansas
$304M -$11.8M -4% 1.93% 63 7.94%
SDWIA
3720
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$303M +$27.2M +10% 6.81% 67.8% 148 12.84%
TI
3721
tru Independence
Oregon
$303M -$6.81M -2% 1.8% 42.5% 125 8.8%
PBPIA
3722
Pivotal bioVenture Partners Investment Advisor
California
$303M +$60.5M +25% 21.5% 731% 11 0%
RSS
3723
Rosenblum Silverman Sutton
California
$303M +$28.6M +10% 12.6% 95.4% 70 12.86%
GTC
3724
Ghost Tree Capital
New York
$303M -$35.4M -10% 22.2% 265% 73 42.47%
SHFA
3725
SC&H Financial Advisors
Maryland
$303M +$28.3M +10% 4.92% 50% 139 7.91%