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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
WEO
3976
William E. Oberndorf
$181M -$20.2M -10% 7.94% 36.2% 7 14.29%
BWAM
3977
Boyd Watterson Asset Management
Ohio
$181M +$33.6M +23% 7.88% 101% 127 18.11%
GPA
3978
Guidance Point Advisors
Massachusetts
$181M +$1.47M +0.8% 4.4% 67.1% 82 10.98%
SVI
3979
Strategic Vision Investment
Hong Kong
$181M -$12.6M -6% 16.5% 95.6% 24 50%
WPP
3980
Whalerock Point Partners
Rhode Island
$181M +$11.8M +7% 11.3% 103% 131 10.69%
ICA
3981
Infrastructure Capital Advisors
New York
$181M -$39.6M -18% 11.3% 52% 84 71.43%
IF
3982
IRON Financial
Illinois
$181M -$13M -7% 6.39% 51.4% 122 25.41%
MG
3983
MilWealth Group
Wisconsin
$181M +$12.3M +7% 4.82% 36.8% 69 10.14%
DFA
3984
Delta Financial Advisors
Louisiana
$181M +$10.9M +6% 8.22% 96% 106 5.66%
E
3985
EnerVest
Texas
$180M -$31.1M -15% 14.7% 20.5% 1 0%
LWA
3986
Lowe Wealth Advisors
Maryland
$180M +$10.4M +6% 6.08% 63.3% 299 10.03%
GPC
3987
Garrison Point Capital
California
$180M +$29.9M +20% 1.43% 21 14.29%
TW
3988
Towerpoint Wealth
California
$180M +$19.3M +12% 4.6% 62.4% 69 11.59%
PA
3989
Procyon Advisors
Connecticut
$180M -$8.38M -4% 9.31% 84.2% 1,205 82.9%
PFP
3990
Patriot Financial Partners
Pennsylvania
$180M -$13.4M -7% 11.5% 16.6% 26 26.92%
PC
3991
PhiloSmith Capital
Connecticut
$180M +$3.25M +2% 2.2% 54% 35 0%
BCM
3992
Boltwood Capital Management
California
$179M +$13.6M +8% 7.29% 56.3% 143 11.89%
CCG
3993
Ceeto Capital Group
Florida
$179M +$24.7M +16% 12.9% 94.4% 142 11.27%
DC
3994
DeDora Capital
California
$179M +$13.2M +8% 11.8% 81.7% 100 18%
BFO
3995
Biltmore Family Office
North Carolina
$179M +$13M +8% 7.99% 78.1% 182 12.64%
CSM
3996
CAMG Solamere Management
North Carolina
$179M -$2.45M -1% 8.33% 51.7% 120 10%
HKIM
3997
Hayek Kallen Investment Management
Alabama
$179M +$2.35M +1% 9.95% 71.9% 71 8.45%
MCP
3998
Maso Capital Partners
Hong Kong
$179M -$69M -28% 18.6% 8.67% 31 61.29%
ETI
3999
Enterprise Trust & Investment
California
$179M +$11.3M +7% 8.59% 58.6% 195 4.1%
SAM
4000
Sandell Asset Management
New York
$179M -$71.2M -29% 14% 322% 53 45.28%