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
WA
3451
WESPAC Advisors
California
$152M +$5.37M +4% 154
HP
3452
Harbourvest Partners
Massachusetts
$152M -$80.8M -35% 32
DCCA
3453
D.C. Capital Advisors
New York
$151M +$6.82M +5% 29
HWP
3454
Hefty Wealth Partners
Indiana
$151M +$4.87M +3% 275
SG
3455
StepStone Group
California
$151M -$13.5M -8% 11
SC
3456
Searle & Co
Connecticut
$151M +$5.51M +4% 135
TCM
3457
Texan Capital Management
Texas
$151M +$2.1M +1% 105
WCM
3458
Woodson Capital Management
Connecticut
$151M +$12.9M +9% 40
KC
3459
Kingfisher Capital
North Carolina
$151M +$3.27M +2% 120
DCM
3460
Delta Capital Management
New Jersey
$151M +$2.38M +2% 79
SIAP
3461
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151M +$1.03M +0.7% 391
SXL
3462
Summit X LLC
Missouri
$151M +$10.7M +8% 197
WRM
3463
Weybosset Research & Management
Rhode Island
$150M -$4.79M -3% 61
AMM
3464
American Money Management
California
$150M +$9.89M +7% 76
PCM
3465
Peak Capital Management
Colorado
$150M -$28.6M -16% 107
RWA
3466
RGT Wealth Advisors
Texas
$150M +$4.08M +3% 101
JSA
3467
Jacobson & Schmitt Advisors
Wisconsin
$150M +$2.29M +2% 47
CRCM
3468
Crystal Rock Capital Management
Illinois
$150M -$4.75M -3% 34
SCP
3469
Steamboat Capital Partners
New York
$150M +$33.2M +28% 26
MWM
3470
Mascoma Wealth Management
New Hampshire
$150M +$1.51M +1% 441
IAM
3471
Integre Asset Management
New York
$150M -$15.2M -9% 122
BCP
3472
Berkeley Capital Partners
Georgia
$150M +$2.79M +2% 124
LP
3473
LGL Partners
Pennsylvania
$150M -$37.4M -20% 96
BSWM
3474
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 21
CMO
3475
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 38