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
WPP
3426
Whalerock Point Partners
Rhode Island
$421M -$8.98M -2% 191
ACM
3427
Aljian Capital Management
Nevada
$421M -$39M -8% 123
ITC
3428
Inspire Trust Company
Nevada
$420M +$29.2M +7% 117
AFM
3429
Anson Funds Management
Texas
$420M -$390M -48% 198
DCP
3430
Diameter Capital Partners
New York
$420M -$106M -20% 33
MC
3431
Miramar Capital
Illinois
$420M +$1.03M +0.2% 59
SDWIA
3432
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420M +$15.7M +4% 161
WCP
3433
Welch Capital Partners
New York
$420M -$42.9M -9% 23
OFS
3434
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 142
TAS
3435
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 18
OGC
3436
Oak Grove Capital
New Hampshire
$419M -$78.9M -16% 71
WDG
3437
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 162
RA
3438
RR Advisors
Texas
$419M +$29.6M +8% 31
RCP
3439
Reverence Capital Partners
New York
$418M +$82.4M +25% 1
CPG
3440
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1,714
BWP
3441
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 117
SIAP
3442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417M +$4.05M +1% 180
SL
3443
Systelligence LLC
Minnesota
$416M +$11.2M +3% 51
CAC
3444
Core Alternative Capital
Georgia
$416M -$62.4M -13% 365
UAM
3445
UAS Asset Management
New York
$416M +$1M +0.2% 16
BHBT
3446
Burke & Herbert Bank & Trust
Virginia
$416M -$6.1M -1% 235
PA
3447
Parkside Advisors
California
$415M -$9.01M -2% 83
HW
3448
Hamilton Wealth
California
$415M +$2.64M +0.6% 135
GLAM
3449
Gardner Lewis Asset Management
Pennsylvania
$415M +$20.4M +5% 99
MIP
3450
Marietta Investment Partners
Wisconsin
$415M -$39M -9% 167