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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
BRIM
2326
Broad Run Investment Management
Virginia
$814M +$65.7M +9% 7.8% 202% 27 7.41%
PC
2327
Permanens Capital
New York
$814M +$301M +59% 10.2% 76.9% 27 7.41%
HWA
2328
Heartwood Wealth Advisors
Virginia
$812M +$61.1M +8% 4.95% 56.2% 162 11.73%
KTA
2329
Keeley-Teton Advisors
Illinois
$812M +$38.1M +5% 7.23% 28.6% 363 8.26%
NA
2330
Navellier & Associates
Nevada
$812M +$144M +22% 35% 361% 377 27.32%
JAG
2331
Journey Advisory Group
Kentucky
$811M +$76.1M +10% 8.6% 66.2% 243 12.35%
NFG
2332
Nadler Financial Group
Illinois
$811M +$68.7M +9% 9.33% 72.4% 120 15.83%
BIC
2333
Beach Investment Counsel
Pennsylvania
$811M +$397K +0% 7.44% 36% 143 0%
CC
2334
Covalis Capital
United Kingdom
$810M +$195M +32% 2.29% 37.9% 83 69.88%
BCL
2335
Bracebridge Capital LLC
Massachusetts
$810M +$346M +75% 44.7% 156% 51 33.33%
TWM
2336
Tanglewood Wealth Management
Texas
$809M -$7.6M -0.9% 5.43% 59.7% 34 8.82%
FC
2337
Forte Capital
New York
$808M +$77.5M +11% 10.2% 98.3% 242 10.74%
AAA
2338
Affinity Asset Advisors
New York
$808M +$260M +48% 47.8% 1,487% 122 54.1%
TCM
2339
Twin Capital Management
Pennsylvania
$807M +$43.5M +6% 13.8% 132% 301 19.6%
1SP
2340
140 Summer Partners
New York
$806M +$225M +39% 9.02% 202% 18 27.78%
CPBTD
2341
Central Pacific Bank - Trust Division
Hawaii
$806M 10.5% 947
PE
2342
PSG Equity
Massachusetts
$805M -$138M -15% 14.6% 15% 1 0%
HR
2343
Hardy Reed
Mississippi
$805M +$66.6M +9% 8.36% 69.7% 132 23.48%
WFAG
2344
Wescott Financial Advisory Group
Pennsylvania
$804M +$90.2M +13% 6.77% 55.5% 174 14.94%
CU
2345
CDAM (UK)
United Kingdom
$804M -$3.56M -0.4% 0.07% 7.89% 12 25%
SGK
2346
Steigerwald Gordon & Koch
Virginia
$804M +$64.6M +9% 9.09% 59.5% 128 10.16%
PCA
2347
Private Capital Advisors
Connecticut
$803M +$147M +22% 18.9% 138% 94 25.53%
JCM
2348
JAT Capital Management
Connecticut
$803M +$273M +52% 16.7% 734% 52 71.15%
MSDF
2349
Michael & Susan Dell Foundation
New York
$802M -$1.11B -58% 17.1% 238% 9 33.33%
AI
2350
Atom Investors
Texas
$802M +$235M +42% 9.44% 83.4% 695 55.68%