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
PFBT
3201
Parkside Financial Bank & Trust
Missouri
$313M -$14.3M -4% 2,012
JSA
3202
Jacobson & Schmitt Advisors
Wisconsin
$313M -$8M -2% 56
SONJCPFE
3203
State of New Jersey Common Pension Fund E
New Jersey
$313M -$84.8M -21% 2
TFF
3204
The Family Firm
Maryland
$313M -$26.6M -8% 182
RWM
3205
Rockwood Wealth Management
Pennsylvania
$313M +$99.5M +47% 80
BFA
3206
Benedict Financial Advisors
Georgia
$313M -$25.7M -8% 118
TS
3207
Tamar Securities
California
$313M +$7.97M +3% 55
RC
3208
Reik & Co
New York
$312M -$42.2M -12% 51
AEPLI
3209
AH Equity Partners LSV I
California
$312M +$62.9M +25% 3
SV
3210
Sapphire Ventures
Texas
$312M -$102M -25% 11
RP
3211
Rice Partnership
Hawaii
$312M +$26.6M +9% 127
FL
3212
Fourthstone LLC
Missouri
$311M +$60.5M +24% 63
HWM
3213
Hohimer Wealth Management
Washington
$311M -$27.3M -8% 203
KAS
3214
Kemnay Advisory Services
New York
$311M -$100M -24% 38
HWMA
3215
Heritage Wealth Management (Arizona)
Arizona
$311M +$10.8M +4% 1,131
CBFP
3216
Cedar Brook Financial Partners
Ohio
$311M -$8.17M -3% 372
FCMI
3217
Foresite Capital Management IV
California
$311M -$60.4M -16% 9
AGFIA
3218
Accel Growth Fund IV Associates
California
$310M -$41.3M -12% 3
WCFA
3219
Walkner Condon Financial Advisors
Wisconsin
$310M -$9.21M -3% 230
NFT
3220
Nan Fung Trinity
Hong Kong
$310M -$49.5M -14% 23
WCMN
3221
Westchester Capital Management (Nebraska)
Nebraska
$310M -$17.6M -5% 53
SAAM
3222
Solus Alternative Asset Management
New Jersey
$310M -$54.6M -15% 13
NI
3223
Nextech Invest
Switzerland
$310M +$13.2M +4% 14
AWM
3224
Activest Wealth Management
Florida
$309M +$168M +119% 637
SAM
3225
Summit Asset Management
Tennessee
$309M -$13.7M -4% 158