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
MSWMA
3201
Market Street Wealth Management Advisors
Indiana
$315M -$8.09M -3% 97
CWP
3202
Concord Wealth Partners
Virginia
$315M -$49.1M -13% 1,290
AC
3203
Asio Capital
Kentucky
$315M -$2.11M -0.7% 122
MLIC
3204
Mandatum Life Insurance Company
Finland
$315M -$131M -29% 78
PE
3205
Point72 Europe
United Kingdom
$314M -$3.99M -1% 71
IIM
3206
Ipswich Investment Management
Massachusetts
$314M -$33.4M -10% 179
LDFR
3207
Lehman & Derafelo Financial Resources
Pennsylvania
$314M -$8.95M -3% 204
KAM
3208
Krensavage Asset Management
New York
$314M +$11.6M +4% 15
SFP
3209
Sweet Financial Partners
Minnesota
$314M -$5.07M -2% 179
GC
3210
GGV Capital
California
$314M -$105M -25% 13
CT
3211
Colonial Trust
South Carolina
$314M 264
HCM
3212
HGI Capital Management
New York
$314M +$74M +31% 47
VCM
3213
Vector Capital Management
California
$313M +$50.5M +19% 6
CWP
3214
CFM Wealth Partners
Texas
$313M -$20.1M -6% 168
PFBT
3215
Parkside Financial Bank & Trust
Missouri
$313M -$14.3M -4% 2,012
JSA
3216
Jacobson & Schmitt Advisors
Wisconsin
$313M -$8M -2% 56
SONJCPFE
3217
State of New Jersey Common Pension Fund E
New Jersey
$313M -$84.8M -21% 2
TFF
3218
The Family Firm
Maryland
$313M -$26.6M -8% 182
RWM
3219
Rockwood Wealth Management
Pennsylvania
$313M +$99.5M +47% 80
BFA
3220
Benedict Financial Advisors
Georgia
$313M -$25.7M -8% 118
TS
3221
Tamar Securities
California
$313M +$7.97M +3% 55
RC
3222
Reik & Co
New York
$312M -$42.2M -12% 51
AEPLI
3223
AH Equity Partners LSV I
California
$312M +$62.9M +25% 3
SV
3224
Sapphire Ventures
Texas
$312M -$102M -25% 11
RP
3225
Rice Partnership
Hawaii
$312M +$26.6M +9% 127