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
RPA
3676
Rock Point Advisors
Vermont
$330M +$40.8M +14% 105
TI
3677
tru Independence
Oregon
$329M +$40.4M +14% 123
SIG
3678
Spinnaker Investment Group
California
$329M +$31.9M +11% 94
VAS
3679
Valicenti Advisory Services
New York
$329M +$36.1M +12% 89
VFPI
3680
Vantage Financial Partners (Illinois)
Illinois
$329M +$155M +89% 109
CSC
3681
Cook Street Consulting
Colorado
$329M +$29.8M +10% 2
DWA
3682
Dorsey Wright & Associates
California
$329M +$7.33M +2% 311
PCA
3683
Peddock Capital Advisors
Massachusetts
$328M +$28.3M +9% 152
SFG
3684
Sovereign Financial Group
Connecticut
$328M +$47M +17% 256
BCM
3685
Bienville Capital Management
New York
$328M +$12.4M +4% 102
WIC
3686
Whitegate Investment Counselors
New Hampshire
$328M +$29.2M +10% 62
MC
3687
MSD Capital
New York
$328M -$12.5M -4% 5
TPC
3688
Takeda Pharmaceutical Company
Japan
$327M 14
FPF
3689
First Pacific Financial
Washington
$327M +$103M +46% 389
DA
3690
Denali Advisors
California
$327M +$42.5M +15% 530
OCM
3691
Ogborne Capital Management
California
$327M +$134M +70% 18
CSC
3692
Cove Street Capital
California
$327M +$31.3M +11% 85
MDCM
3693
Morgan Dempsey Capital Management
Wisconsin
$326M +$5.49M +2% 98
NWA
3694
New World Advisors
Massachusetts
$326M +$39.6M +14% 71
IPW
3695
Inlet Private Wealth
Florida
$326M +$22.2M +7% 122
DA
3696
Doliver Advisors
Texas
$326M -$6.15M -2% 153
MIM
3697
Montgomery Investment Management
Maryland
$325M +$35.3M +12% 89
PI
3698
Pennant Investors
New Jersey
$325M +$61.3M +23% 44
GWM
3699
GSB Wealth Management
Connecticut
$325M +$26.6M +9% 209
MHR
3700
Matthew Hamilton Rosenberg
$325M +$24.9M +8% 972