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
DAM
2701
DLD Asset Management
New York
$230M 63
FCMI
2702
Foresite Capital Management III
California
$230M +$16.2M +8% 24
PGA
2703
Portland Global Advisors
Maine
$230M +$3.89M +2% 103
KL
2704
KWMG LLC
Kansas
$230M +$24.1M +12% 149
EAMA
2705
EFG Asset Management (Americas)
Florida
$230M -$6.76M -3% 128
PFM
2706
Peak Financial Management
Massachusetts
$230M -$1.36M -0.6% 44
AWE
2707
Avidian Wealth Enterprises
Texas
$230M -$17.1M -7% 104
AIIMS
2708
Analyst IMS Investment Management Services
Israel
$229M -$7.31M -3% 105
ICM
2709
Indaba Capital Management
California
$229M -$20.9M -8% 15
HCM
2710
Harvest Capital Management
New Hampshire
$228M +$9.05M +4% 89
PAS
2711
Point72 Asia (Singapore)
Singapore
$228M +$7.91M +4% 28
SAM
2712
Shikiar Asset Management
New York
$228M +$2.83M +1% 121
PFBT
2713
Parkside Financial Bank & Trust
Missouri
$228M +$10.1M +5% 1,600
HAM
2714
Harber Asset Management
North Carolina
$228M +$30.1M +15% 56
CL
2715
Chubb Ltd
Switzerland
$228M +$7.28M +3% 26
TL
2716
TowerView LLC
New York
$228M +$10.1M +5% 30
AC
2717
Alley Company
Illinois
$228M +$3.3M +1% 81
FLAM
2718
First Light Asset Management
Minnesota
$228M -$4.71M -2% 75
SFWA
2719
Summit Financial Wealth Advisors
Louisiana
$227M -$3.43M -1% 154
TMNFIC
2720
Tokio Marine & Nichido Fire Insurance Company
Japan
$227M +$24.3M +12% 6
RG
2721
Rikoon Group
New Mexico
$227M +$101M +80% 177
IA
2722
Independence Advisors
Pennsylvania
$227M +$14.5M +7% 79
ICM
2723
Intrepid Capital Management
Florida
$227M +$14.7M +7% 33
PP
2724
Pegasus Partners
Wisconsin
$227M +$15.9M +8% 120
MCM
2725
McRae Capital Management
New Jersey
$226M +$6.4M +3% 105