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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
PF
5301
Penney Financial
Texas
$259M +$35.8M +16% 1.54% 51 7.84%
HCM
5302
Hall Capital Management
Rhode Island
$259M +$5.42M +2% 1% 102 7.84%
DWA
5303
Delap Wealth Advisory
Oregon
$259M +$21.5M +9% 2.79% 56% 96 14.58%
T2I
5304
Turim 21 Investimentos
Brazil
$259M -$38.2M -13% 4.97% 62% 136 29.41%
LOM
5305
LTS One Management
New York
$259M -$21.7M -8% 5.94% 27.6% 16 18.75%
CI
5306
Ceera Investments
Texas
$259M -$61.7M -19% 1.3% 47.9% 111 22.52%
BFA
5307
Bluestem Financial Advisors
Illinois
$259M +$3.33M +1% 1.24% 39.5% 30 3.33%
CWA
5308
Continuum Wealth Advisors
New York
$259M +$24.3M +10% 3.15% 61.4% 86 29.07%
SM
5309
Samjo Management
New York
$259M -$3.04M -1% 4.91% 61 11.48%
GCM
5310
Gallacher Capital Management
Colorado
$259M +$5.75M +2% 2.88% 70.7% 310 9.68%
PBPIA
5311
Pivotal bioVenture Partners Investment Advisor
California
$259M +$85.7M +50% 32.3% 731% 12 16.67%
I
5312
InvesTrust
Oklahoma
$259M -$14.4M -5% 2.89% 98 7.14%
DWM
5313
Ducere Wealth Management
California
$259M 2.91% 130
EG
5314
Enstar Group
Bermuda
$259M -$12M -4% 2.08% 36% 12 16.67%
ICM
5315
Intrepid Capital Management
Florida
$259M +$4.52M +2% 4.05% 60% 115 11.3%
AC
5316
AMS Capital
Brazil
$258M +$14M +6% 2.71% 59.8% 19 57.89%
AF
5317
Abound Financial
California
$258M +$8.5M +3% 1.95% 278 75.54%
WFS
5318
Weitzel Financial Services
Iowa
$258M +$12.3M +5% 1.78% 42.4% 48 2.08%
RP
5319
Riverwater Partners
Wisconsin
$258M +$17.4M +7% 2.03% 85.5% 227 11.01%
SST
5320
S Squared Technology
New York
$258M -$4.8M -2% 2.28% 138% 37 16.22%
VIA
5321
Victrix Investment Advisors
Florida
$258M +$75.8M +42% 5.04% 108 38.89%
SAM
5322
Socorro Asset Management
Texas
$258M -$19.4M -7% 2.27% 38.8% 34 8.82%
DA
5323
Dover Advisors
Virginia
$258M +$7.21M +3% 2.38% 60% 177 13.56%
PWS
5324
Peloton Wealth Strategists
Indiana
$258M +$3.75M +1% 4.82% 41.1% 99 15.15%
BWIA
5325
Bryant Woods Investment Advisors
New York
$258M +$2.28M +0.9% 2.32% 66.3% 55 12.73%