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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
PWP
6551
Parkwoods Wealth Partners
New York
$126M +$4.16M +3% 0.84% 34 11.76%
HCI
6552
Harraden Circle Investments
New York
$126M 3.98% 105
NA
6553
Nautilus Advisors
California
$126M 4.21% 149
DWA
6554
Delos Wealth Advisors
Texas
$126M +$10.8M +9% 0.13% 46.2% 217 21.66%
PWCM
6555
Processus Wealth & Capital Management
Tennessee
$125M +$4.1M +3% 5.26% 36 5.56%
BW
6556
Basepoint Wealth
Iowa
$125M -$10.2M -8% 1.02% 109% 116 12.07%
TCM
6557
TT Capital Management
California
$125M 1.25% 77
MPCA
6558
Madison Park Capital Advisors
Washington
$125M -$8.03M -6% 0.98% 83 38.55%
EFMH
6559
E Fund Management (HK)
Hong Kong
$125M -$42.4M -25% 9.2% 163% 193 31.09%
WH
6560
Wallace Hart
Kentucky
$125M -$7.88M -6% 5.47% 31 41.94%
WDOM
6561
Wasserstein Debt Opportunities Management
New York
$125M +$1.59M +1% 23.6% 1 0%
NFA
6562
Northern Financial Advisors
Michigan
$125M -$6.61M -5% 2.33% 85.8% 111 9.91%
CCG
6563
Coastwise Capital Group
California
$125M +$3.68M +3% 4.1% 88.8% 129 7.75%
FI
6564
Finivi Inc
Massachusetts
$125M +$1.77M +1% 4.69% 96 18.75%
PCU
6565
Palliser Capital (UK)
United Kingdom
$125M -$23M -16% 5.26% 74.2% 11 45.45%
RA
6566
RiverPark Advisors
New York
$125M +$2.64M +2% 6.86% 87.5% 137 11.68%
SFG
6567
Somnio Financial Group
Connecticut
$125M +$2.51M +2% 1.93% 14 7.14%
MM
6568
Morangie Management
Florida
$125M 9.68% 28
OF
6569
Outfitter Financial
Maine
$125M +$3.72M +3% 2.25% 73.9% 83 9.64%
BI
6570
Beckerman Institutional
New Jersey
$125M +$6.14M +5% 1.73% 99 4.04%
BCM
6571
Berbice Capital Management
New York
$125M 9% 132
GAA
6572
Green Alpha Advisors
Colorado
$125M -$2.66M -2% 6.01% 136% 151 9.27%
SV
6573
Sapphire Ventures
Texas
$125M +$28.9M +30% 32.3% 20.2% 6 0%
PIM
6574
Profit Investment Management
Maryland
$125M -$2.48M -2% 2.63% 101% 81 3.7%
HA
6575
HC Advisors
Georgia
$125M +$3.01M +2% 0.09% 55.2% 64 25%