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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
CPWA
4826
Cerro Pacific Wealth Advisors
California
$181M -$7.64M -4% 6.89% 167 20.96%
HIM
4827
Harbour Investment Management
Washington
$181M +$7.15M +4% 5.62% 58.8% 73 4.11%
VP
4828
venBio Partners
California
$180M -$142M -44% 23.5% 564% 7 14.29%
AUIM
4829
Aegon USA Investment Management
Iowa
$180M +$6.8M +4% 3.23% 39.9% 46 13.04%
WF
4830
Whelan Financial
California
$180M +$14.6M +9% 5.32% 57.9% 30 6.67%
ACM
4831
Altium Capital Management
New York
$180M -$16.6M -8% 8.33% 128 55.47%
SLA
4832
Silver Lake Advisory
Utah
$180M +$16.1M +10% 1.51% 70.9% 94 43.62%
GC
4833
Greencape Capital
Australia
$180M +$102M +131% 79.4% 98.1% 2 0%
CCP
4834
Corbin Capital Partners
New York
$180M -$149M -45% 9.2% 87.7% 109 35.78%
BFA
4835
Bill Few Associates
Pennsylvania
$180M +$10.6M +6% 6.22% 81.8% 138 10.14%
AFS
4836
Axiom Financial Strategies
Indiana
$180M +$20.6M +13% 3.61% 54.5% 40 17.5%
LWMNY
4837
Landmark Wealth Management (New York)
New York
$180M +$41.5M +30% 4.55% 37.9% 72 12.5%
DCM
4838
DGS Capital Management
New Jersey
$180M +$26.8M +18% 22.7% 177% 235 12.34%
FPWM
4839
FSB Premier Wealth Management
Iowa
$180M -$2.82M -2% 3.47% 53.9% 160 18.13%
PIA
4840
Powell Investment Advisors
Florida
$180M +$7.42M +4% 4.85% 76.1% 142 14.79%
LOF
4841
Lightspeed Opportunity Fund
California
$179M 23.1% 2
PCM
4842
Perritt Capital Management
Illinois
$179M +$4.08M +2% 9.68% 80.9% 303 6.6%
WBC
4843
West Branch Capital
Massachusetts
$179M +$17.6M +11% 14.9% 139% 471 7.01%
SL
4844
SWMG LLC
Texas
$179M +$14M +8% 5.55% 61.3% 97 27.84%
SV
4845
Stilwell Value
New York
$179M +$46.2M +35% 3.61% 87.9% 46 23.91%
EFMH
4846
E Fund Management (HK)
Hong Kong
$179M +$61.6M +52% 8.7% 163% 31 32.26%
ZC
4847
Zoom Communications
California
$179M +$39.2M +28% 31.9% 10.7% 3 0%
BWM
4848
BNC Wealth Management
Oregon
$179M +$9.94M +6% 12.8% 193% 125 32%
ACL
4849
APEIRON Capital Ltd
Hong Kong
$179M +$76.5M +75% 23.7% 487% 12 41.67%
SI
4850
Shaker Investments
Ohio
$179M +$17.9M +11% 7.28% 205% 91 21.98%