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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
BFA
1651
Beaumont Financial Advisors
Massachusetts
$996M -$47M -5% 5.7% 69.4% 344 20.64%
SFM
1652
Stack Financial Management
Montana
$994M +$40.2M +4% 9.57% 68.6% 39 10.26%
GGS
1653
Galvin Gaustad & Stein
Arizona
$993M +$49M +5% 8.28% 40.1% 166 7.23%
SBCM
1654
Schwerin Boyle Capital Management
Massachusetts
$992M +$73.1M +8% 12.9% 74.8% 47 2.13%
KGI
1655
Kopernik Global Investors
Florida
$991M +$80.9M +9% 18.8% 152% 41 19.51%
1WCM
1656
12 West Capital Management
New York
$989M -$144M -13% 0.66% 136% 29 58.62%
RP
1657
Repertoire Partners
New York
$989M +$709M +253% 12.8% 37.5% 67 46.27%
PCA
1658
Pallas Capital Advisors
Massachusetts
$988M +$89.7M +10% 12% 37.2% 296 20.95%
PMG
1659
ProVise Management Group
Florida
$988M +$92.5M +10% 9.74% 58.1% 338 13.91%
HH
1660
HSG Holding
Hong Kong
$987M +$54.5M +6% 19.9% 10.6% 20 5%
CCP
1661
Clough Capital Partners
Massachusetts
$986M +$47.3M +5% 11.1% 156% 180 67.78%
NWM
1662
Nicola Wealth Management
British Columbia, Canada
$986M +$75.4M +8% 9.15% 48.3% 129 12.4%
MI
1663
MMCAP International
Cayman Islands
$986M -$279M -22% 4% 191% 486 26.13%
ADL
1664
Asset Dedication LLC
California
$986M +$75.1M +8% 9.56% 54.3% 1,178 22.07%
BOTOTLSJU
1665
Board of Trustees of The Leland Stanford Junior University
California
$985M -$585M -37% 11.7% 106% 52 34.62%
PIMC
1666
Praesidium Investment Management Company
New York
$984M -$40.8M -4% 5.09% 60.5% 18 33.33%
EA
1667
Efficient Advisors
Ohio
$984M -$164M -14% 9.97% 30.6% 74 25.68%
MIAS
1668
Mason Investment Advisory Services
Virginia
$983M +$112M +13% 10.2% 48.2% 97 20.62%
PFM
1669
Phillips Financial Management
Indiana
$983M +$75.7M +8% 7.41% 33.6% 235 9.36%
OCM
1670
Oribel Capital Management
New York
$980M +$240M +32% 9.11% 266% 130 66.15%
MA
1671
MCF Advisors
Kentucky
$979M +$80.5M +9% 7.07% 41.5% 903 16.28%
HT
1672
HAP Trading
New York
$979M -$516M -35% 10.8% 141% 2,021 43.25%
PCM
1673
Penn Capital Management
Pennsylvania
$979M +$83.2M +9% 15% 116% 189 20.63%
AIM
1674
Avity Investment Management
Connecticut
$979M +$56.8M +6% 8.95% 104% 84 9.52%
WWM
1675
Western Wealth Management
Colorado
$978M -$768M -44% 7.8% 70.1% 828 28.74%