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
MA
3201
MJP Associates
Connecticut
$393M +$61M +18% 177
SDWMA
3202
Schneider Downs Wealth Management Advisors
Pennsylvania
$392M -$26.2M -6% 163
SPP
3203
Single Point Partners
Massachusetts
$392M +$18.9M +5% 124
GU
3204
Georgetown University
District of Columbia
$392M +$112M +40% 26
MC
3205
Martin & Co
Tennessee
$392M -$45.4M -10% 111
MAMNY
3206
Marathon Asset Management (New York)
New York
$392M +$157M +67% 29
SG
3207
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 66
ISWM
3208
Independent Solutions Wealth Management
New York
$392M -$32.1M -8% 233
IVMX
3209
Institutional Venture Management XIII
California
$392M +$22.6M +6% 5
BCB
3210
Brian C. Broderick
$391M -$24.4M -6% 78
UWPG
3211
Ullmann Wealth Partners Group
Florida
$391M +$16.9M +5% 92
OAM
3212
Occidental Asset Management
California
$391M -$29.9M -7% 222
PGCM
3213
Prescott Group Capital Management
Oklahoma
$391M -$49.9M -11% 220
HAM
3214
Harber Asset Management
North Carolina
$391M -$63.7M -14% 46
NAMP
3215
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$391M -$34.8M -8% 156
WCM
3216
Wildcat Capital Management
New York
$391M -$223M -36% 29
RSS
3217
Rosenblum Silverman Sutton
California
$391M -$53.6M -12% 73
PCM
3218
Punch Card Management
Florida
$390M -$492K -0.1% 3
BI
3219
Bulldog Investors
New Jersey
$389M +$15.1M +4% 410
BCA
3220
Bray Capital Advisors
Florida
$389M -$19.6M -5% 287
JTWM
3221
Jackson Thornton Wealth Management
Alabama
$389M +$40.1M +11% 25
BIP
3222
Blueprint Investment Partners
North Carolina
$389M -$18M -4% 270
HPIA
3223
Hamilton Point Investment Advisors
North Carolina
$388M -$31.9M -8% 82
WFAG
3224
Wescott Financial Advisory Group
Pennsylvania
$388M +$194M +100% 130
JBA
3225
Johnson Bixby & Associates
Washington
$388M +$10.6M +3% 95