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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 Avg Time
Held (Qtrs)
BCG
7501
Barington Capital Group
New York
$108M +$12.4M +13% 3.04% 71.1% 11 36.36% 9.5
TF
7502
Tandem Financial
Colorado
$107M +$14.7M +16% 12% – 58 20.69% 1.6
LG
7503
Lane Generational
Massachusetts
$107M +$19.1M +22% 29% 148% 39 33.33% 7.4
CCM
7504
Connective Capital Management
California
$107M -$1.61M -1% 26.7% 188% 67 55.22% 3.9
VCWM
7505
Vista Cima Wealth Management
Arizona
$107M +$14.1M +15% 14.5% – 53 5.66% 1.8
HPM
7506
Hudson Portfolio Management
New York
$107M +$2.82M +3% 6.48% – 115 4.35% 12.4
WAT
7507
Wealth Advisory Team
Kentucky
$107M – – 6.36% – 38 – 0
BLFG
7508
Brian Low Financial Group
Louisiana
$107M – – 9.99% – 100 – 0
MVPGP
7509
Magma Venture Partners General Partner
Israel
$107M +$10.7M +11% 11.1% 4.7% 3 0% 14
NI
7510
NDVR Inc
Massachusetts
$107M +$8.67M +9% 9.78% – 111 15.32% 4
PCP
7511
Pacific Capital Partners
$107M -$51.4M -33% 5.24% 49.8% 43 18.6% 3.8
MF
7512
Midwestern Financial
Iowa
$107M – – 7.16% – 54 – 0
SHF
7513
Safe Harbor Fiduciary
Florida
$107M +$9.94M +10% 7.19% – 271 30.26% 2.3
SI
7514
Severin Investments
Missouri
$107M +$6.67M +7% 11.9% – 205 26.83% 1.7
SWM
7515
Sentinel Wealth Management
Virginia
$106M – – 6.82% – 39 – 0
SPW
7516
Surience Private Wealth
Washington
$106M +$48.9M +85% 24.8% 168% 44 70.45% 1.6
DM
7517
Diker Management
New York
$106M +$22.9M +27% 18.7% 210% 40 40% 9.8
SA
7518
Sincerus Advisory
New York
$106M +$11.6M +12% 7.51% – 67 7.46% 1.9
SB
7519
Semitam Bonam
New York
$106M – – 6.02% – 45 – 0
GBFP
7520
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 4.49% – 35 5.71% 1.9
FWP
7521
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 9.62% – 81 33.33% 3.9
BPW
7522
BLVD Private Wealth
Kentucky
$106M – – 16.1% – 73 – 0
VFM
7523
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% – 458 10.04% 1.5
NI
7524
NCP Inc
California
$106M +$32M +43% 26.2% – 133 62.41% 4.6
SA
7525
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 1.38% 73.2% 26 15.38% 11.7