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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
PFA
3976
Pathway Financial Advisers
Indiana
$247M 11.1% 82.4% 563
W
3977
WealthOne
New York
$247M +$14.9M +6% 5.95% 23.4% 126 22.22%
FCT
3978
Family Capital Trust
Massachusetts
$247M +$28M +13% 14.1% 32.3% 50 0%
TAS
3979
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 9.7% 85.9% 22 13.64%
CA
3980
Crane Advisory
California
$246M +$51.6M +26% 3.34% 34.7% 28 17.86%
SCP
3981
Steamboat Capital Partners
New York
$246M +$44.9M +22% 36.8% 280% 35 37.14%
BCM
3982
Boltwood Capital Management
California
$246M +$27.9M +13% 8.74% 56.3% 151 9.93%
ECM
3983
Endurant Capital Management
California
$246M -$60.8M -20% 13.1% 18.4% 78 66.67%
BPCM
3984
Beach Point Capital Management
California
$246M -$48.9M -17% 1.38% 110% 28 28.57%
WPP
3985
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 9.66% 103% 150 12%
SWRP
3986
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 6.2% 67.6% 124 30.65%
PIA
3987
Perennial Investment Advisors
California
$246M +$25.5M +12% 8.02% 84.3% 231 16.02%
OBWG
3988
Onyx Bridge Wealth Group
New York
$246M +$26.6M +12% 7.12% 67.4% 216 34.26%
HW
3989
Hamilton Wealth
California
$246M +$9.15M +4% 5.41% 108% 113 48.67%
WIM
3990
Wittenberg Investment Management
Massachusetts
$246M +$10.6M +5% 8.17% 89.9% 88 9.09%
TODC
3991
Trustees of Dartmouth College
New Hampshire
$245M 13.8% 52.5% 2
BRA
3992
Biechele Royce Advisors
Indiana
$245M +$32.6M +15% 11.9% 39.2% 71 21.13%
WIM
3993
Warwick Investment Management
Texas
$245M +$75.8M +45% 8.14% 64.3% 97 60.82%
WDG
3994
Wealth Dimensions Group
Ohio
$245M +$42.7M +21% 8.05% 57.1% 132 11.36%
HAC
3995
Harbor Advisory Corp
New Hampshire
$245M +$27.6M +13% 7.05% 63.2% 79 10.13%
JJBC
3996
James J. Burns & Company
New York
$245M +$19.6M +9% 7.01% 63.1% 84 11.9%
FSA
3997
Financial Sense Advisors
California
$244M +$7.8M +3% 9.84% 152% 107 29.91%
MPAM
3998
Murphy Pohlad Asset Management
Minnesota
$244M +$28.3M +13% 14.1% 75.1% 121 9.09%
RWM
3999
Raffa Wealth Management
District of Columbia
$244M +$18.5M +8% 6.57% 35.8% 1,175 10.13%
RRA
4000
Round Rock Advisors
Connecticut
$244M +$23.4M +11% 8.69% 87.4% 158 13.29%