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
HIP
3626
Hengistbury Investment Partners
United Kingdom
$307M +$15.6M +5% 7
SFG
3627
Sovereign Financial Group
Connecticut
$307M +$37.5M +14% 237
KAH
3628
Kathryn A. Hall
$307M -$34.6M -10% 59
PFA
3629
Pathway Financial Advisors
Vermont
$307M +$10.8M +4% 138
RC
3630
RV Capital
Switzerland
$307M +$43.8M +17% 7
BP
3631
Broadleaf Partners
Ohio
$306M +$26M +9% 82
MAWA
3632
Moss Adams Wealth Advisors
Washington
$306M +$12.8M +4% 190
EIA
3633
Eldridge Investment Advisors
New Hampshire
$306M +$17.2M +6% 153
RMC
3634
Regis Management Company
California
$306M +$9.1M +3% 42
HCM
3635
Hahn Capital Management
California
$306M -$1.37M -0.4% 34
BHWA
3636
Beacon Harbor Wealth Advisors
Virginia
$306M +$19.1M +7% 85
SWK
3637
Stephen W. Kidder
$305M +$18.2M +6% 80
PDIP
3638
Palo Duro Investment Partners
Illinois
$305M +$3.48M +1% 8
CWA
3639
CM Wealth Advisors
Ohio
$305M -$212M -41% 464
SAM
3640
Standpoint Asset Management
Arizona
$305M +$57M +23% 8
SFA
3641
Source Financial Advisors
New York
$305M +$6.22M +2% 135
WIC
3642
Whitegate Investment Counselors
New Hampshire
$305M -$5.02M -2% 65
C
3643
Cliffwater
California
$305M -$7.94M -3% 26
RPA
3644
Rock Point Advisors
Vermont
$305M +$10.3M +4% 97
SIA
3645
SeaBridge Investment Advisors
New Jersey
$304M +$18.1M +6% 127
PCFFS
3646
Pacific Center for Financial Services
California
$304M +$14M +5% 417
PCA
3647
Peddock Capital Advisors
Massachusetts
$304M +$16.1M +6% 152
NIF
3648
Nalanda India Fund
Mauritius
$304M -$80.2M -21% 1
ALAM
3649
Asahi Life Asset Management
Japan
$304M -$10.8M -3% 254
NI
3650
NFC Investments
Tennessee
$304M +$34.6M +13% 32