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
WP
2501
WealthSource Partners
California
$329M +$5.74M +2% 360
PC
2502
Pelham Capital
United Kingdom
$328M -$47.6M -13% 3
HC
2503
Hillman Company
Pennsylvania
$328M -$49.5M -13% 15
GG
2504
Greenwood Gearhart
Arkansas
$328M +$13.8M +4% 67
MHS
2505
M Holdings Securities
Oregon
$328M -$4.46M -1% 344
PDM
2506
Penn Davis McFarland
Texas
$327M -$14.1M -4% 33
EVM
2507
Evelyn V. Moreno
$327M -$3.71M -1% 65
FFSOTS
2508
Fiduciary Financial Services of The Southwest
Texas
$327M -$14.6M -4% 156
VHAM
2509
Van Hulzen Asset Management
California
$327M -$2.13M -0.6% 247
AIA
2510
Allegis Investment Advisors
Idaho
$326M -$13M -4% 254
HCP
2511
Holt Capital Partners
Texas
$326M +$9.7M +3% 151
TM
2512
Tikvah Management
North Carolina
$325M +$76.9M +31% 18
PL
2513
Polianta Ltd
Jersey
$325M +$17.2M +6% 98
NFG
2514
Nadler Financial Group
Illinois
$325M -$2.98M -0.9% 90
KCM
2515
Keywise Capital Management
Cayman Islands
$324M +$71.3M +28% 17
TWM
2516
Tanglewood Wealth Management
Texas
$324M +$6.13M +2% 11
IVMX
2517
Institutional Venture Management XIV
California
$324M +$31.9M +11% 3
JPMIA
2518
J.P. Marvel Investment Advisors
Massachusetts
$324M -$4.32M -1% 84
AUB
2519
Atlantic Union Bankshares
Virginia
$323M +$188K +0.1% 144
RCM
2520
Robinson Capital Management
Michigan
$323M +$115M +56% 111
1C
2521
1060 Capital
Colorado
$323M +$19.9M +7% 46
PI
2522
PHH Investments
Texas
$323M -$4.82M -1% 85
DDPOM
2523
Delta Dental Plan of Michigan
Michigan
$323M -$18.6M -5% 30
HDIM
2524
Hanson & Doremus Investment Management
Vermont
$323M +$22.5M +7% 521
LWAC
2525
Laurel Wealth Advisors (California)
California
$323M -$22.8M -7% 387