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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
BC
7601
Birchview Capital
Vermont
$101M -$14.5M -13% 1.09% 327% 80 26.25%
BM
7602
Brandywine Managers
Delaware
$101M +$17.3M +21% 23% 96.3% 36 2.78%
HB
7603
Hauser Brothers
Germany
$100M -$4.49M -4% 7.71% 8 12.5%
LWM
7604
Lionsbridge Wealth Management
Florida
$100M -$12M -11% 8.51% 66% 71 33.8%
CWD
7605
Clarity Wealth Development
Oregon
$100M +$10.8M +12% 7.6% 44 6.82%
PCOTEOTHU
7606
Provident Company of the Employees of the Hebrew University
Israel
$100M +$13.2M +15% 12.3% 35 20%
IA
7607
Incentive AS
Norway
$100M -$62.8M -39% 4.24% 2 50%
BW
7608
Blalock Williams
Alabama
$100M +$10.8M +12% 9.08% 134 24.63%
RFW
7609
Rainier Family Wealth
Washington
$100M +$15.2M +18% 18.2% 85 15.29%
MAMF
7610
Mirabaud Asset Management (France)
France
$100M -$26.3M -21% 0% 11 0%
ABLA
7611
Alan B. Lancz & Associates
Ohio
$99.9M +$6.08M +6% 8.5% 133 11.28%
PLC
7612
Peapod Lane Capital
New York
$99.9M +$11M +12% 12.5% 66 21.21%
QM
7613
QVIDTVM Management
Texas
$99.8M -$13.3M -12% 1.47% 19.5% 8 0%
AACA
7614
American Assets Capital Advisers
California
$99.5M -$139M -58% 4.62% 73.5% 41 4.88%
PAM
7615
Parvin Asset Management
South Dakota
$99.5M +$8.24M +9% 7.76% 370 28.11%
CGF
7616
Constant Guidance Financial
Massachusetts
$99.5M +$20M +25% 5.95% 79.6% 46 52.17%
PCM
7617
Perkins Capital Management
Minnesota
$99.5M +$4.62M +5% 23.2% 303% 87 10.34%
VWM
7618
Verus Wealth Management
Wisconsin
$99.4M +$8.17M +9% 6.86% 57 10.53%
IC
7619
Immersion Capital
United Kingdom
$99.4M -$46.4M -32% 15.6% 63.4% 11 18.18%
GIM
7620
Guardian Investment Management
California
$99.4M -$19.4M -16% 4.9% 89.7% 57 10.53%
IP
7621
Integras Partners
Georgia
$99.3M -$11.5M -10% 7.04% 64 23.44%
SPL
7622
Smart Portfolios LLC
Washington
$99.2M +$7.26M +8% 10.4% 41.3% 100 7%
RHCA
7623
Rosenthal Henry Capital Advisors
Indiana
$99.2M +$61.3K +0.1% 7.07% 91.9% 40 10%
2WWM
7624
21 West Wealth Management
California
$99.1M 5.95% 59
IWC
7625
Infinity Wealth Counsel
Ohio
$99.1M +$6.48M +7% 5.86% 60 5%