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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
PL
5401
Polianta Ltd
Jersey
$207M -$2.15M -1% 3.39% 31.6% 111 69.37%
KIM
5402
Kane Investment Management
California
$207M +$28.1M +16% 10% 108 28.7%
BWG
5403
Balanced Wealth Group
Ohio
$207M -$15.9M -7% 4.21% 70 11.43%
FDW
5404
Fourth Dimension Wealth
Ohio
$207M +$15.2M +8% 2.59% 668 13.92%
EIA
5405
Eastover Investment Advisors
North Carolina
$207M -$6.86M -3% 1.99% 102% 49 8.16%
FFC
5406
First Financial Corp
Indiana
$207M -$7.8M -4% 0.9% 88.3% 406 17.24%
ACA
5407
Apis Capital Advisors
New York
$207M +$56.6M +38% 7.57% 1,532% 45 42.22%
PC
5408
ParaFi Capital
New York
$207M -$213M -51% 21.2% 14 42.86%
HCM
5409
Hahn Capital Management
California
$207M -$21.4M -9% 0.21% 53.6% 29 0%
BWM
5410
Benchmark Wealth Management
Connecticut
$207M +$3.57M +2% 0.85% 42.7% 68 25%
ACM
5411
Ayrshire Capital Management
Connecticut
$207M +$1.62M +0.8% 2.5% 78.4% 53 13.21%
SILC
5412
Starr Indemnity & Liability Company
New York
$206M +$3.98M +2% 7.85% 7 57.14%
SFA
5413
Seneca Financial Advisors
New York
$206M +$4.93M +2% 0.86% 47.3% 58 10.34%
PXPO
5414
Peak XV Partners Operations
Mauritius
$206M -$23.5M -10% 14.9% 3 0%
AVM
5415
Arch Venture Management
Illinois
$206M -$24M -10% 27.2% 228% 10 20%
HIA
5416
HFM Investment Advisors
New Jersey
$206M 0.39% 1,189
GPA
5417
Garrison Point Advisors
California
$206M -$4.61M -2% 0.73% 81.5% 166 5.42%
WAM
5418
Westport Asset Management
Connecticut
$206M -$2.8M -1% 0.21% 63.9% 76 5.26%
TWA
5419
Trellis Wealth Advisors
California
$206M +$7.2M +4% 0.06% 57.2% 36 11.11%
CW
5420
Cook Wealth
North Carolina
$206M -$7.16M -3% 2.43% 7.36% 58 15.52%
MWM
5421
McNaughton Wealth Management
California
$206M -$1.48M -0.7% 1.58% 50.3% 78 35.9%
BB
5422
Burford Brothers
Texas
$206M +$2.28M +1% 1.34% 169 14.2%
GPFA
5423
Game Plan Financial Advisors
Ohio
$206M -$4.89M -2% 4.24% 406 13.55%
VM
5424
VPR Management
Texas
$206M +$14M +7% 7.51% 54.5% 55 0%
ICM
5425
Intrepid Capital Management
Florida
$206M +$9.44M +5% 0.28% 70.2% 117 19.66%