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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
BWLSA
6451
Blue Water Life Science Advisors
California
$114M +$8.24M +8% 15.5% 243% 10 40%
RFS
6452
Richardson Financial Services
Massachusetts
$114M 9.9% 377
ICMARC
6453
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 10.5% 35.2% 6 0%
TNAM
6454
Terra Nova Asset Management
New York
$114M +$4.21M +4% 12.7% 128% 94 21.28%
SGC
6455
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 4.94% 55.2% 157 22.29%
PGF
6456
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 8.24% 47.2% 82 26.83%
AGFIA
6457
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 45.2% 61.4% 1 0%
AI
6458
Arrien Investments
Idaho
$114M +$7.83M +7% 9.76% 36.9% 38 18.42%
LAS
6459
LWM Advisory Services
Florida
$114M +$20.5M +22% 10.6% 58.8% 154 53.25%
CC
6460
Cultivar Capital
Texas
$114M 8.81% 30
DSCM
6461
Del-Sette Capital Management
New York
$114M +$12M +12% 11.7% 95.6% 31 22.58%
TSW
6462
Three Seasons Wealth
Utah
$114M +$12.3M +12% 11.8% 84 35.71%
CG
6463
Circumference Group
Arkansas
$114M 15.8% 33
KWM
6464
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 13.2% 44.6% 147 19.05%
TT
6465
TI-Trust
Illinois
$113M +$8.44M +8% 8.71% 85.8% 107 4.67%
SAM
6466
Steinberg Asset Management
New York
$113M +$978K +0.9% 4.48% 114% 45 11.11%
OA
6467
Oceanside Advisors
South Carolina
$113M 8.71% 46
PI
6468
Pachira Investments
California
$113M +$24.2M +27% 12.4% 72.6% 39 10.26%
OWP
6469
Old Well Partners
North Carolina
$113M -$7.38M -6% 15.7% 97.8% 45 26.67%
AIFAIM
6470
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 10.4% 72.8% 122 7.38%
BAM
6471
Bellevue Asset Management
Washington
$113M -$35.6M -24% 11% 51% 465 5.38%
CPA
6472
Clear Point Advisors
New York
$113M 9.15% 555
PP
6473
Pingora Partners
Wyoming
$113M 12.7% 159
NMG
6474
New Millennium Group
Utah
$113M +$3.6M +3% 15% 176% 451 16.85%
YU
6475
Yale University
Connecticut
$113M +$10.7M +11% 8.23% 41.5% 7 42.86%