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
BHWA
3626
Beacon Harbor Wealth Advisors
Virginia
$306M +$19.1M +7% 85
SWK
3627
Stephen W. Kidder
$305M +$18.2M +6% 80
PDIP
3628
Palo Duro Investment Partners
Illinois
$305M +$3.48M +1% 8
CWA
3629
CM Wealth Advisors
Ohio
$305M -$212M -41% 464
SAM
3630
Standpoint Asset Management
Arizona
$305M +$57M +23% 8
SFA
3631
Source Financial Advisors
New York
$305M +$6.22M +2% 135
WIC
3632
Whitegate Investment Counselors
New Hampshire
$305M -$5.02M -2% 65
C
3633
Cliffwater
California
$305M -$7.94M -3% 26
RPA
3634
Rock Point Advisors
Vermont
$305M +$10.3M +4% 97
SIA
3635
SeaBridge Investment Advisors
New Jersey
$304M +$18.1M +6% 127
PCFFS
3636
Pacific Center for Financial Services
California
$304M +$14M +5% 417
PCA
3637
Peddock Capital Advisors
Massachusetts
$304M +$16.1M +6% 152
NIF
3638
Nalanda India Fund
Mauritius
$304M -$80.2M -21% 1
ALAM
3639
Asahi Life Asset Management
Japan
$304M -$10.8M -3% 254
NI
3640
NFC Investments
Tennessee
$304M +$34.6M +13% 32
MI
3641
MMCAP International
Cayman Islands
$304M -$205M -40% 279
SIG
3642
Spinnaker Investment Group
California
$304M +$19.3M +7% 87
BL
3643
BCWM LLC
Kansas
$304M -$11.8M -4% 63
TI
3644
tru Independence
Oregon
$303M -$6.81M -2% 125
PBPIA
3645
Pivotal bioVenture Partners Investment Advisor
California
$303M +$60.5M +25% 11
MA
3646
MJP Associates
Connecticut
$303M -$21.4M -7% 165
RSS
3647
Rosenblum Silverman Sutton
California
$303M +$28.6M +10% 70
SHFA
3648
SC&H Financial Advisors
Maryland
$303M +$28.3M +10% 139
SIAP
3649
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302M +$5.94M +2% 144
HI
3650
Hoey Investments
Pennsylvania
$302M +$49.3M +19% 365