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
CSC
3026
Cook Street Consulting
Colorado
$363M -$33.1M -8% 2
BHWM
3027
Beaird Harris Wealth Management
Texas
$363M +$86.1M +31% 673
IVGAI
3028
Index Venture Growth Associates I
Jersey
$363M -$81.5M -18% 1
MTC
3029
Matrix Trust Company
Colorado
$362M -$42.4M -10% 55
BI
3030
Bulldog Investors
New Jersey
$362M -$27.3M -7% 367
NCM
3031
Nelson Capital Management
California
$362M -$149M -29% 107
PCM
3032
PenderFund Capital Management
British Columbia, Canada
$362M -$46.6M -11% 214
A
3033
Apoletto
British Virgin Islands
$362M -$18.5M -5% 17
VM
3034
Varde Management
Minnesota
$361M -$18.3M -5% 21
PCWA
3035
Pacific Capital Wealth Advisors
California
$361M +$11.2M +3% 93
FG
3036
Formula Growth
Quebec, Canada
$361M -$162M -31% 147
HFM
3037
Hartford Financial Management
Connecticut
$361M -$53.9M -13% 393
PCM
3038
Philosophy Capital Management
California
$361M +$2.3M +0.6% 42
KNW
3039
Kesler Norman & Wride
Utah
$361M -$88.8M -20% 151
LECM
3040
Lead Edge Capital Management
New York
$360M -$96.5M -21% 9
TC
3041
TAP Consulting
Missouri
$360M -$21.2M -6% 152
MB
3042
MPM BioImpact
Massachusetts
$360M -$12.6M -3% 41
PEGL
3043
P/E Global LLC
Massachusetts
$360M +$82.9M +30% 1
HFM
3044
Harvest Fund Management
China
$360M -$117M -25% 769
SPIA
3045
Strategic Point Investment Advisors
Rhode Island
$360M -$77.9M -18% 32
SNB
3046
Security National Bank
Nebraska
$360M -$77.5M -18% 109
NFT
3047
Nan Fung Trinity
Hong Kong
$360M -$164M -31% 31
CRB
3048
Chad R. Baker
$360M -$83.8M -19% 51
AI
3049
AdvisorShares Investments
Maryland
$359M -$248M -41% 288
PWS
3050
Private Wealth Strategies
Ohio
$359M -$46.2M -11% 81