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
PBPIA
3451
Pivotal bioVenture Partners Investment Advisor
California
$274M +$75.2M +38% 11
VAS
3452
Valicenti Advisory Services
New York
$274M -$32.9M -11% 83
HLA
3453
Hamilton Lane Advisors
Pennsylvania
$273M +$15.1M +6% 78
OFM
3454
Omega Fund Management
Massachusetts
$273M -$40.2M -13% 21
BCL
3455
Bracebridge Capital LLC
Massachusetts
$273M -$33.2M -11% 104
OH
3456
Oikos Holdings
New York
$273M -$27.3M -9% 8
CWM
3457
CMH Wealth Management
New Hampshire
$273M -$3.8M -1% 50
AIS
3458
AM Investment Strategies
Tennessee
$273M -$13.3M -5% 101
VAS
3459
VR Advisory Services
Cayman Islands
$273M +$48.3M +22% 87
SA
3460
Shilanski & Associates
Alaska
$273M +$58.7M +27% 221
PCMC
3461
Private Capital Management (Colorado)
Colorado
$273M -$42.4M -13% 165
AFS
3462
Annapolis Financial Services
Maryland
$272M -$3.08M -1% 572
FBT
3463
First Bank & Trust
South Dakota
$272M -$35M -11% 535
LTI
3464
Laffer Tengler Investments
Tennessee
$272M -$12.7M -4% 443
CWM
3465
Concentric Wealth Management
California
$271M -$25.1M -8% 117
BWM
3466
Buckley Wealth Management
Nevada
$271M -$39.5M -13% 141
AC
3467
Annandale Capital
Texas
$271M +$18.5M +7% 169
EGA
3468
E&G Advisors
Texas
$271M -$24.5M -8% 206
DA
3469
Doliver Advisors
Texas
$271M -$10.6M -4% 173
AIA
3470
AGF Investments America
Ontario, Canada
$271M +$16.8M +7% 28
WA
3471
Win Advisors
Florida
$271M +$220M +431% 174
WFA
3472
Wellspring Financial Advisors
Ohio
$271M -$16.4M -6% 105
LHC
3473
Lodge Hill Capital
New York
$271M -$33.4M -11% 31
MWA
3474
MFA Wealth Advisors
Pennsylvania
$270M -$3.9M -1% 66
JCM
3475
JAT Capital Management
Connecticut
$270M -$75.9M -22% 47