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
HC
3351
HNP Capital
New York
$235M +$52.5M +29% 117
SAM
3352
Summit Asset Management
Tennessee
$234M +$19.8M +9% 129
PFM
3353
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 59
TPM
3354
Totem Point Management
New York
$234M +$52.7M +29% 19
FCM
3355
Firestone Capital Management
Florida
$234M 454
S
3356
Surevest
California
$234M +$31M +15% 147
AO
3357
Allen Operations
New York
$234M +$28M +14% 31
FCC
3358
Florin Court Capital
United Kingdom
$234M +$96.9M +71% 31
BI
3359
Bulldog Investors
New Jersey
$234M +$11M +5% 185
PFG
3360
PAX Financial Group
Texas
$234M 114
5L
3361
55I LLC
Massachusetts
$234M +$29M +14% 153
BPCA
3362
Bank Pictet & Cie (Asia)
Singapore
$234M +$12M +5% 92
AIM
3363
AMI Investment Management
Indiana
$233M +$18.2M +8% 75
CWM
3364
Concentric Wealth Management
California
$233M +$76.2M +49% 129
HIC
3365
Holderness Investments Company
North Carolina
$233M +$18.4M +9% 186
VP
3366
venBio Partners
California
$233M +$22.5M +11% 6
ACM
3367
Alethea Capital Management
Washington
$233M +$75.2M +48% 108
CC
3368
Clearline Capital
New York
$233M +$13.5M +6% 78
GC
3369
GFG Capital
Florida
$233M 74
CMA
3370
Cedar Mountain Advisors
Oregon
$233M 268
PCM
3371
Price Capital Management
Louisiana
$233M +$72.7M +45% 107
BRF
3372
B. Riley Financial
California
$232M +$60.4M +35% 63
PWP
3373
Personal Wealth Partners
Minnesota
$232M +$15.5M +7% 751
IVM
3374
InterWest Venture Management
California
$232M -$28.6M -11% 13
HWM
3375
Holloway Wealth Management
Florida
$232M +$17.7M +8% 215