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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
PBPIA
5426
Pivotal bioVenture Partners Investment Advisor
California
$259M +$85.7M +50% 32.3% 667% 12 16.67%
I
5427
InvesTrust
Oklahoma
$259M -$14.4M -5% 2.89% 98 7.14%
DWM
5428
Ducere Wealth Management
California
$259M 2.91% 130
EG
5429
Enstar Group
Bermuda
$259M -$12M -4% 2.08% 29.5% 12 16.67%
ICM
5430
Intrepid Capital Management
Florida
$259M +$4.52M +2% 4.05% 70.2% 115 11.3%
BPCM
5431
Beach Point Capital Management
California
$258M +$37.5M +17% 10.8% 110% 24 54.17%
AC
5432
AMS Capital
Brazil
$258M +$14M +6% 2.71% 63.1% 19 57.89%
AF
5433
Abound Financial
California
$258M +$8.5M +3% 1.95% 278 75.54%
WFS
5434
Weitzel Financial Services
Iowa
$258M +$12.3M +5% 1.78% 42.4% 48 2.08%
RP
5435
Riverwater Partners
Wisconsin
$258M +$17.4M +7% 2.03% 110% 227 11.01%
SST
5436
S Squared Technology
New York
$258M -$4.8M -2% 2.28% 223% 37 16.22%
VIA
5437
Victrix Investment Advisors
Florida
$258M +$75.8M +42% 5.04% 108 38.89%
SAM
5438
Socorro Asset Management
Texas
$258M -$19.4M -7% 2.27% 43.8% 34 8.82%
DA
5439
Dover Advisors
Virginia
$258M +$7.21M +3% 2.38% 65% 177 13.56%
PWS
5440
Peloton Wealth Strategists
Indiana
$258M +$3.75M +1% 4.82% 51.3% 99 15.15%
BWIA
5441
Bryant Woods Investment Advisors
New York
$258M +$2.28M +0.9% 2.32% 66.3% 55 12.73%
PHAM
5442
Palisades Hudson Asset Management
Florida
$258M -$17.8M -6% 2.85% 66.8% 109 9.17%
SLA
5443
Silver Lake Advisory
Utah
$258M +$6.77M +3% 1.86% 70.9% 110 11.82%
LAS
5444
Lloyd Advisory Services
Georgia
$258M +$45.3M +21% 1.13% 47.7% 565 81.06%
JFG
5445
JDM Financial Group
Texas
$258M +$19M +8% 1.4% 56.7% 305 26.89%
HA
5446
Hanover Advisors
South Carolina
$258M -$142K -0.1% 1.58% 114 14.04%
FI
5447
FIDELIS iM
Oregon
$258M +$96.4M +60% 0.83% 40.1% 26 34.62%
TIA
5448
Tiemann Investment Advisors
California
$258M -$3.89M -1% 2.73% 77% 218 11.93%
FC
5449
Foursixthree Capital
New York
$257M -$106M -29% 15.4% 22 45.45%
MAG
5450
Mayfair Advisory Group
Alabama
$257M +$24.3M +10% 2.6% 64.6% 197 13.71%