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
SG
3201
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 66
ISWM
3202
Independent Solutions Wealth Management
New York
$392M -$32.1M -8% 233
IVMX
3203
Institutional Venture Management XIII
California
$392M +$22.6M +6% 5
BCB
3204
Brian C. Broderick
$391M -$24.4M -6% 78
UWPG
3205
Ullmann Wealth Partners Group
Florida
$391M +$16.9M +5% 92
OAM
3206
Occidental Asset Management
California
$391M -$29.9M -7% 222
PGCM
3207
Prescott Group Capital Management
Oklahoma
$391M -$49.9M -11% 220
HAM
3208
Harber Asset Management
North Carolina
$391M -$63.7M -14% 46
NAMP
3209
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$391M -$34.8M -8% 156
WCM
3210
Wildcat Capital Management
New York
$391M -$223M -36% 29
RSS
3211
Rosenblum Silverman Sutton
California
$391M -$53.6M -12% 73
PCM
3212
Punch Card Management
Florida
$390M -$492K -0.1% 3
BI
3213
Bulldog Investors
New Jersey
$389M +$15.1M +4% 410
BCA
3214
Bray Capital Advisors
Florida
$389M -$19.6M -5% 287
JTWM
3215
Jackson Thornton Wealth Management
Alabama
$389M +$40.1M +11% 25
BIP
3216
Blueprint Investment Partners
North Carolina
$389M -$18M -4% 270
HPIA
3217
Hamilton Point Investment Advisors
North Carolina
$388M -$31.9M -8% 82
WFAG
3218
Wescott Financial Advisory Group
Pennsylvania
$388M +$194M +100% 130
JBA
3219
Johnson Bixby & Associates
Washington
$388M +$10.6M +3% 95
PCA
3220
PL Capital Advisors
Florida
$388M -$21.2M -5% 45
KC
3221
Kingfisher Capital
North Carolina
$388M -$44.6M -10% 205
WCMN
3222
Westchester Capital Management (Nebraska)
Nebraska
$388M -$3.92M -1% 52
CAM
3223
Capco Asset Management
Florida
$388M +$25.2M +7% 27
SI
3224
Squadra Investments
Brazil
$387M +$202M +109% 7
SCM
3225
Shah Capital Management
North Carolina
$387M +$12M +3% 12