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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
NHFG
4076
New Harbor Financial Group
Massachusetts
$243M -$53.4M -18% 7.2% 80.6% 27 25.93%
BIA
4077
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 1.17% 54.6% 66 3.03%
FWM
4078
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 1.37% 122 4.92%
MCC
4079
Malaga Cove Capital
California
$243M +$8.09M +3% 0.03% 88.1% 187 28.88%
PFG
4080
Piershale Financial Group
Illinois
$243M -$11.3M -4% 0.7% 82% 38 47.37%
CF
4081
Copperwynd Financial
Arizona
$243M +$6.86M +3% 3.5% 90% 129 17.05%
QPWM
4082
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 0.01% 87.6% 202 9.41%
WCM
4083
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 0.35% 67.4% 115 5.22%
DP
4084
Denver PWM
Colorado
$242M +$3.19M +1% 1.19% 36.2% 97 5.15%
EE
4085
EWG Elevate
California
$242M -$16.1M -6% 0.67% 76% 106 39.62%
PGWM
4086
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 0.07% 120% 609 78.82%
VVM
4087
Versant Venture Management
California
$242M -$60.3M -20% 14.7% 376% 11 0%
IVM
4088
InterWest Venture Management
California
$241M -$75.5M -24% 19.4% 57.6% 11 18.18%
JPC
4089
Jabodon PT Co
Nevada
$241M +$138M +133% 9.3% 61.9% 35 91.43%
LAM
4090
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 4.32% 63% 89 19.1%
MAG
4091
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 1.13% 42.7% 25 12%
WMRU
4092
William Marsh Rice University
Texas
$241M +$8.75M +4% 3.84% 4.44% 7 71.43%
BHA
4093
Beech Hill Advisors
New York
$241M -$5.39M -2% 2.68% 79.3% 87 5.75%
HWA
4094
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 1.4% 79.4% 70 4.29%
HIM
4095
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 1.06% 52.6% 134 16.42%
OAM
4096
Oak Asset Management
California
$241M +$2.79M +1% 2.3% 78% 100 7%
BA
4097
Ballast Advisors
Minnesota
$241M +$4.05M +2% 0.77% 60.4% 183 4.37%
IRM
4098
Income Research & Management
Massachusetts
$240M -$30.6M -11% 0% 0.7% 17 17.65%
CCM
4099
Crestwood Capital Management
New York
$240M -$17.7M -7% 5.06% 129% 24 33.33%
VCM
4100
Verde Capital Management
Michigan
$240M +$2.6M +1% 1.1% 58.5% 42 14.29%