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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
BMC
3851
Benin Management Corp
Connecticut
$247M +$6.99M +3% 8.57% 76.3% 98 8.16%
AF
3852
Affiance Financial
Minnesota
$247M +$69.3M +39% 7.49% 50.1% 444 71.17%
PFA
3853
Pathway Financial Advisers
Indiana
$247M 11.1% 82.4% 563
W
3854
WealthOne
New York
$247M +$14.9M +6% 5.95% 23.4% 126 22.22%
FCT
3855
Family Capital Trust
Massachusetts
$247M +$28M +13% 14.1% 32.3% 50 0%
TAS
3856
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 9.7% 85.9% 22 13.64%
CA
3857
Crane Advisory
California
$246M +$51.6M +26% 3.34% 34.7% 28 17.86%
SCP
3858
Steamboat Capital Partners
New York
$246M +$44.9M +22% 36.8% 189% 35 37.14%
BCM
3859
Boltwood Capital Management
California
$246M +$27.9M +13% 8.74% 56.3% 151 9.93%
ECM
3860
Endurant Capital Management
California
$246M -$60.8M -20% 13.1% 18.4% 78 66.67%
BPCM
3861
Beach Point Capital Management
California
$246M -$48.9M -17% 1.38% 110% 28 28.57%
WPP
3862
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 9.66% 92.1% 150 12%
SWRP
3863
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 6.2% 67.6% 124 30.65%
PIA
3864
Perennial Investment Advisors
California
$246M +$25.5M +12% 8.02% 68.4% 231 16.02%
OBWG
3865
Onyx Bridge Wealth Group
New York
$246M +$26.6M +12% 7.12% 67.4% 216 34.26%
HW
3866
Hamilton Wealth
California
$246M +$9.15M +4% 5.41% 101% 113 48.67%
WIM
3867
Wittenberg Investment Management
Massachusetts
$246M +$10.6M +5% 8.17% 86.2% 88 9.09%
TODC
3868
Trustees of Dartmouth College
New Hampshire
$245M 13.8% 39% 2
BRA
3869
Biechele Royce Advisors
Indiana
$245M +$32.6M +15% 11.9% 39.2% 71 21.13%
WIM
3870
Warwick Investment Management
Texas
$245M +$75.8M +45% 8.14% 53.4% 97 60.82%
WDG
3871
Wealth Dimensions Group
Ohio
$245M +$42.7M +21% 8.05% 57.1% 132 11.36%
HAC
3872
Harbor Advisory Corp
New Hampshire
$245M +$27.6M +13% 7.05% 49.2% 79 10.13%
JJBC
3873
James J. Burns & Company
New York
$245M +$19.6M +9% 7.01% 52.3% 84 11.9%
FSA
3874
Financial Sense Advisors
California
$244M +$7.8M +3% 9.84% 149% 107 29.91%
MPAM
3875
Murphy Pohlad Asset Management
Minnesota
$244M +$28.3M +13% 14.1% 75.1% 121 9.09%