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
AVA
3726
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 4
SHWM
3727
Smith & Howard Wealth Management
Georgia
$366M +$12.7M +4% 84
GDP
3728
Great Diamond Partners
Maine
$366M -$20.8M -5% 200
I
3729
InvesTrust
Oklahoma
$366M +$6.03M +2% 94
LF
3730
Lantz Financial
Illinois
$365M -$9.8M -3% 238
PAS
3731
PKS Advisory Services
New York
$365M -$34.5M -9% 273
WAM
3732
Warberg Asset Management
Illinois
$365M +$3.23M +0.9% 249
UIA
3733
UG Investment Advisers
Taiwan
$365M +$110M +43% 13
CCT
3734
Capital City Trust
Florida
$365M -$35.8M -9% 121
CWM
3735
Cordatus Wealth Management
Pennsylvania
$364M -$14.8M -4% 165
KHCM
3736
Kettle Hill Capital Management
New York
$364M -$96.1M -21% 60
MI
3737
M3F Inc
Utah
$364M +$17.9M +5% 33
LHC
3738
Little House Capital
Massachusetts
$364M +$13.8M +4% 151
FPW
3739
Fairvoy Private Wealth
Alabama
$364M -$12.2M -3% 190
GA
3740
GoalVest Advisory
New York
$364M -$917K -0.3% 558
MFS
3741
Madrona Financial Services
Washington
$364M -$3.54M -1% 117
AAMA
3742
Advanced Asset Management Advisors
Ohio
$364M -$18.1M -5% 91
PC
3743
PhiloSmith Capital
Connecticut
$364M +$10.7M +3% 23
WCM
3744
Winthrop Capital Management
Indiana
$364M -$12.2M -3% 376
LCI
3745
L1 Capital International
Australia
$363M +$37.9M +12% 21
TC
3746
Tenere Capital
New York
$363M -$14.1M -4% 26
BCP
3747
Berkeley Capital Partners
Georgia
$363M +$3.88M +1% 181
NFW
3748
Noble Family Wealth
Florida
$363M +$114K +0% 62
AIM
3749
Anatole Investment Management
Hong Kong
$363M +$146M +67% 24
MG
3750
MilWealth Group
Wisconsin
$363M -$3.39M -0.9% 97