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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
EWM
4201
Elmwood Wealth Management
California
$120M +$10.6M +10% 5.72% 37.6% 308 10.39%
TW
4202
Towerpoint Wealth
California
$120M +$14M +13% 2.37% 62.4% 33 6.06%
LCC
4203
Lincoln Capital Corp
Rhode Island
$120M +$12.6M +12% 8.57% 73.9% 49 12.24%
PSC
4204
Piper Sandler & Co
Minnesota
$120M -$27.3M -18% 0.03% 0.04% 26 53.85%
NVPX
4205
Norwest Venture Partners X
California
$120M +$7.52M +7% 7.93% 11.3% 3 0%
TG
4206
TRV GP
Massachusetts
$120M -$38.5M -24% 10.7% 3,178% 5 40%
WA1
4207
Wimmer Associates 1
California
$120M +$8.01M +7% 8.5% 78.9% 107 4.67%
SPIO
4208
Seven Post Investment Office
California
$120M +$96.3M +404% 5.97% 52.6% 16 68.75%
KTM
4209
Keeler Thomas Management
Utah
$120M +$12.1M +11% 8.64% 46.1% 57 8.77%
EM
4210
Endicott Management
New York
$120M -$15.6M -12% 10.7% 229% 7 0%
RCA
4211
Rex Capital Advisors
Rhode Island
$120M +$2.2M +2% 4.09% 7.31% 17 11.76%
PAM
4212
Pegasus Asset Management
New York
$120M +$12.8M +12% 8.05% 89% 68 7.35%
GEH
4213
General Equity Holdings
New York
$119M -$20.8M -15% 6.03% 775% 16 68.75%
SV
4214
Stilwell Value
New York
$119M -$2.3M -2% 3.68% 87.9% 40 12.5%
BSAM
4215
Blue Sky Asset Management
Colorado
$119M -$157K -0.1% 3.37% 118 70.34%
BMCM
4216
Bryn Mawr Capital Management
Pennsylvania
$119M +$5.06M +4% 6.77% 71.4% 96 11.46%
KIA
4217
Kopp Investment Advisors
Minnesota
$119M +$12.2M +11% 17.3% 109% 62 11.29%
GCA
4218
Gradient Capital Advisors
California
$119M +$11M +10% 3.52% 71% 89 7.87%
CAAS
4219
Capital Asset Advisory Services
Michigan
$119M +$7.64M +7% 4.9% 51% 110 10.91%
ADBIC
4220
A.D. Beadell Investment Counsel
Wisconsin
$118M -$2.67M -2% 6.04% 74.9% 91 10.99%
ABP
4221
Arthur B. Page
$118M +$8.82M +8% 9.87% 40.4% 62 4.84%
MF
4222
MHI Funds
New York
$118M +$1.73M +1% 4.88% 104 19.23%
LAIC
4223
Lederer & Associates Investment Counsel
California
$118M +$7.48M +7% 6.56% 75.5% 93 0%
KCM
4224
Knoll Capital Management
Florida
$118M +$622K +0.5% 12.1% 260% 19 10.53%
MI
4225
Moneywise Inc
Virginia
$118M +$1.31M +1% 3.1% 58% 39 0%