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
LPWM
2626
Lake Point Wealth Management
Texas
$267M 930
BIA
2627
Barry Investment Advisors
Massachusetts
$267M -$30.1M -10% 78
RIM
2628
Regent Investment Management
Kentucky
$267M -$52.2M -16% 213
CWM
2629
Circle Wealth Management
New Jersey
$267M -$50.3M -16% 100
HPWM
2630
Highland Private Wealth Management
Washington
$267M -$33.9M -11% 110
BI
2631
Bulldog Investors
New Jersey
$267M -$88.8M -25% 183
KAS
2632
Kemnay Advisory Services
New York
$267M -$60.3M -18% 162
PAM
2633
Peak Asset Management
Colorado
$267M -$30M -10% 140
NIM
2634
Needham Investment Management
New York
$266M -$65.4M -20% 94
CAM
2635
Crestone Asset Management
Colorado
$266M +$38M +17% 49
FWSM
2636
First Wilshire Securities Management
California
$266M -$74.1M -22% 121
BRCM
2637
Bright Rock Capital Management
Massachusetts
$266M -$40.4M -13% 82
PC
2638
Permanens Capital
New York
$266M -$28.5M -10% 25
GFA
2639
Gifford Fong Associates
California
$265M -$49.4M -16% 121
ECAU
2640
Everett Capital Advisors (UK)
United Kingdom
$265M -$141M -35% 32
BWP
2641
BSW Wealth Partners
Colorado
$265M +$2.25M +0.9% 152
PIM
2642
Parker Investment Management
California
$265M -$62.9M -19% 37
MIG
2643
McGuire Investment Group
Rhode Island
$264M -$38.2M -13% 90
VFCM
2644
Valley Forge Capital Management
Florida
$264M -$36.2M -12% 11
SSG
2645
Summit Securities Group
New York
$264M +$6.85M +3% 257
TCM
2646
Teza Capital Management
Illinois
$264M -$170M -39% 516
SAAM
2647
Solus Alternative Asset Management
New Jersey
$264M -$280M -51% 14
CFSG
2648
Community Financial Services Group
Vermont
$264M -$29.3M -10% 100
CA
2649
Capital Advantage
California
$264M -$171M -39% 89
CIP
2650
CAS Investment Partners
Connecticut
$264M -$65.5M -20% 5