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
BHWM
3026
Beaird Harris Wealth Management
Texas
$363M +$86.1M +31% 673
IVGAI
3027
Index Venture Growth Associates I
Jersey
$363M -$81.5M -18% 1
MTC
3028
Matrix Trust Company
Colorado
$362M -$42.4M -10% 55
BI
3029
Bulldog Investors
New Jersey
$362M -$27.3M -7% 367
NCM
3030
Nelson Capital Management
California
$362M -$149M -29% 107
PCM
3031
PenderFund Capital Management
British Columbia, Canada
$362M -$46.6M -11% 214
A
3032
Apoletto
British Virgin Islands
$362M -$18.5M -5% 17
VM
3033
Varde Management
Minnesota
$361M -$18.3M -5% 21
PCWA
3034
Pacific Capital Wealth Advisors
California
$361M +$11.2M +3% 93
FG
3035
Formula Growth
Quebec, Canada
$361M -$162M -31% 147
HFM
3036
Hartford Financial Management
Connecticut
$361M -$53.9M -13% 393
PCM
3037
Philosophy Capital Management
California
$361M +$2.3M +0.6% 42
KNW
3038
Kesler Norman & Wride
Utah
$361M -$88.8M -20% 151
LECM
3039
Lead Edge Capital Management
New York
$360M -$96.5M -21% 9
TC
3040
TAP Consulting
Missouri
$360M -$21.2M -6% 152
MB
3041
MPM BioImpact
Massachusetts
$360M -$12.6M -3% 41
PEGL
3042
P/E Global LLC
Massachusetts
$360M +$82.9M +30% 1
HFM
3043
Harvest Fund Management
China
$360M -$117M -25% 769
SPIA
3044
Strategic Point Investment Advisors
Rhode Island
$360M -$77.9M -18% 32
SNB
3045
Security National Bank
Nebraska
$360M -$77.5M -18% 109
NFT
3046
Nan Fung Trinity
Hong Kong
$360M -$164M -31% 31
CRB
3047
Chad R. Baker
$360M -$83.8M -19% 51
AI
3048
AdvisorShares Investments
Maryland
$359M -$248M -41% 288
PWS
3049
Private Wealth Strategies
Ohio
$359M -$46.2M -11% 81
PPP
3050
Private Portfolio Partners
New Jersey
$359M -$46.1M -11% 295