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
BIA
2626
Barry Investment Advisors
Massachusetts
$267M -$30.1M -10% 78
RIM
2627
Regent Investment Management
Kentucky
$267M -$52.2M -16% 213
CWM
2628
Circle Wealth Management
New Jersey
$267M -$50.3M -16% 100
HPWM
2629
Highland Private Wealth Management
Washington
$267M -$33.9M -11% 110
BI
2630
Bulldog Investors
New Jersey
$267M -$88.8M -25% 183
KAS
2631
Kemnay Advisory Services
New York
$267M -$60.3M -18% 162
PAM
2632
Peak Asset Management
Colorado
$267M -$30M -10% 140
NIM
2633
Needham Investment Management
New York
$266M -$65.4M -20% 94
CAM
2634
Crestone Asset Management
Colorado
$266M +$38M +17% 49
FWSM
2635
First Wilshire Securities Management
California
$266M -$74.1M -22% 121
BRCM
2636
Bright Rock Capital Management
Massachusetts
$266M -$40.4M -13% 82
PC
2637
Permanens Capital
New York
$266M -$28.5M -10% 25
GFA
2638
Gifford Fong Associates
California
$265M -$49.4M -16% 121
ECAU
2639
Everett Capital Advisors (UK)
United Kingdom
$265M -$141M -35% 32
BWP
2640
BSW Wealth Partners
Colorado
$265M +$2.25M +0.9% 152
PIM
2641
Parker Investment Management
California
$265M -$62.9M -19% 37
MIG
2642
McGuire Investment Group
Rhode Island
$264M -$38.2M -13% 90
VFCM
2643
Valley Forge Capital Management
Florida
$264M -$36.2M -12% 11
SSG
2644
Summit Securities Group
New York
$264M +$6.85M +3% 257
TCM
2645
Teza Capital Management
Illinois
$264M -$170M -39% 516
SAAM
2646
Solus Alternative Asset Management
New Jersey
$264M -$280M -51% 14
CFSG
2647
Community Financial Services Group
Vermont
$264M -$29.3M -10% 100
CA
2648
Capital Advantage
California
$264M -$171M -39% 89
CIP
2649
CAS Investment Partners
Connecticut
$264M -$65.5M -20% 5
RTS
2650
Round Table Services
New Jersey
$263M -$28.9M -10% 158