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
PCWA
3051
Pacific Capital Wealth Advisors
California
$361M +$11.2M +3% 93
FG
3052
Formula Growth
Quebec, Canada
$361M -$162M -31% 147
HFM
3053
Hartford Financial Management
Connecticut
$361M -$53.9M -13% 393
PCM
3054
Philosophy Capital Management
California
$361M +$2.3M +0.6% 42
KNW
3055
Kesler Norman & Wride
Utah
$361M -$88.8M -20% 151
LECM
3056
Lead Edge Capital Management
New York
$360M -$96.5M -21% 9
TC
3057
TAP Consulting
Missouri
$360M -$21.2M -6% 152
MB
3058
MPM BioImpact
Massachusetts
$360M -$12.6M -3% 41
PEGL
3059
P/E Global LLC
Massachusetts
$360M +$82.9M +30% 1
HFM
3060
Harvest Fund Management
China
$360M -$117M -25% 769
SPIA
3061
Strategic Point Investment Advisors
Rhode Island
$360M -$77.9M -18% 32
SNB
3062
Security National Bank
Nebraska
$360M -$77.5M -18% 109
NFT
3063
Nan Fung Trinity
Hong Kong
$360M -$164M -31% 31
CRB
3064
Chad R. Baker
$360M -$83.8M -19% 51
AI
3065
AdvisorShares Investments
Maryland
$359M -$248M -41% 288
PWS
3066
Private Wealth Strategies
Ohio
$359M -$46.2M -11% 81
PPP
3067
Private Portfolio Partners
New Jersey
$359M -$46.1M -11% 295
DPI
3068
Diversified Portfolios Inc
Michigan
$359M -$58.3M -14% 147
TCMX
3069
Technology Crossover Management X
California
$358M -$373M -51% 7
B
3070
Bellecapital
Switzerland
$358M +$43.1M +14% 227
HIGP
3071
Hill Investment Group Partners
Missouri
$358M +$53M +17% 43
RIM
3072
Regent Investment Management
Kentucky
$358M -$73.9M -17% 213
OSNBOA
3073
Old Second National Bank of Aurora
Illinois
$358M -$40M -10% 369
MPAM
3074
Monarch Partners Asset Management
Massachusetts
$358M -$89.6M -20% 192
EA
3075
Emerald Advisors
Washington
$358M -$67.8M -16% 98