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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
PWM
5326
Purus Wealth Management
California
$173M +$24.4M +16% 15.1% 156% 125 11.2%
DAM
5327
Derbend Asset Management
Georgia
$173M +$25.8M +18% 9.22% 23.9% 111 20.72%
ITB
5328
Idaho Trust Bank
Idaho
$173M +$18.9M +12% 9.41% 37.7% 86 12.79%
SAM
5329
Sequent Asset Management
Texas
$173M +$81.4M +89% 4.94% 51.3% 82 40.24%
APIM
5330
Agate Pass Investment Management
Washington
$172M +$24.9M +17% 8.21% 68% 100 19%
KCFA
5331
Key Client Fiduciary Advisors
New Jersey
$172M +$9.36M +6% 11% 95.1% 178 8.43%
SFA
5332
Seneca Financial Advisors
New York
$172M +$26.3M +18% 9.25% 47.3% 58 15.52%
FCCM
5333
First City Capital Management
Georgia
$172M +$13M +8% 9.22% 76.5% 173 10.98%
JGCM
5334
Joseph Group Capital Management
Ohio
$172M +$33.4M +24% 10% 49.3% 87 16.09%
SFP
5335
Strategic Financial Partners
Oregon
$172M +$7.43M +5% 10.8% 43% 76 15.79%
PI
5336
Point72 Italy
Italy
$172M 22.7% 18
ONGA
5337
O'Neil Global Advisors
California
$172M +$61.6M +56% 21% 1,500% 77 66.23%
BFA
5338
Bluestem Financial Advisors
Illinois
$172M +$8.03M +5% 9.18% 39.5% 26 3.85%
WR
5339
WD Rutherford
Oregon
$172M +$26M +18% 17.1% 170% 73 5.48%
VLC
5340
Van Leeuwen & Company
New Jersey
$172M +$11.2M +7% 12.4% 75.4% 95 27.37%
TB
5341
Treynor Bancshares
Iowa
$172M +$14M +9% 7.31% 3.35% 80 6.25%
FIM
5342
FWL Investment Management
Texas
$172M +$22.7M +15% 10.2% 127% 257 32.3%
WHAM
5343
Windmill Hill Asset Management
United Kingdom
$172M -$59M -26% 10.4% 86.6% 44 43.18%
PAM
5344
Peninsula Asset Management
Florida
$172M +$13.1M +8% 9.9% 41.8% 41 0%
MP
5345
MVM Partners
Massachusetts
$172M +$12.3M +8% 4.03% 28% 3 0%
SCM
5346
Sitrin Capital Management
California
$172M +$11.4M +7% 11.8% 97% 43 16.28%
CC
5347
Codex Capital
New York
$171M +$16.5M +11% 13.9% 84.4% 37 0%
PL
5348
Polianta Ltd
Jersey
$171M -$31.3M -15% 10.2% 31.6% 96 51.04%
SW
5349
StrongBox Wealth
Missouri
$171M +$14.3M +9% 8.94% 57.8% 84 11.9%
VCIM
5350
Velan Capital Investment Management
Georgia
$171M +$47.3M +38% 26.3% 2,525% 35 60%