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
AF
3801
Affiance Financial
Minnesota
$247M +$69.3M +39% 445
PFA
3802
Pathway Financial Advisers
Indiana
$247M 563
W
3803
WealthOne
New York
$247M +$14.9M +6% 126
FCT
3804
Family Capital Trust
Massachusetts
$247M +$28M +13% 50
TAS
3805
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 22
CA
3806
Crane Advisory
California
$246M +$51.6M +26% 28
SCP
3807
Steamboat Capital Partners
New York
$246M +$44.9M +22% 35
BCM
3808
Boltwood Capital Management
California
$246M +$27.9M +13% 151
ECM
3809
Endurant Capital Management
California
$246M -$60.8M -20% 78
BPCM
3810
Beach Point Capital Management
California
$246M -$48.9M -17% 28
WPP
3811
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 150
SWRP
3812
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 124
PIA
3813
Perennial Investment Advisors
California
$246M +$25.5M +12% 231
OBWG
3814
Onyx Bridge Wealth Group
New York
$246M +$26.6M +12% 216
HW
3815
Hamilton Wealth
California
$246M +$9.15M +4% 113
WIM
3816
Wittenberg Investment Management
Massachusetts
$246M +$10.6M +5% 88
TODC
3817
Trustees of Dartmouth College
New Hampshire
$245M 2
BRA
3818
Biechele Royce Advisors
Indiana
$245M +$32.6M +15% 76
WIM
3819
Warwick Investment Management
Texas
$245M +$75.8M +45% 97
WDG
3820
Wealth Dimensions Group
Ohio
$245M +$42.7M +21% 132
HAC
3821
Harbor Advisory Corp
New Hampshire
$245M +$27.6M +13% 79
JJBC
3822
James J. Burns & Company
New York
$245M +$19.6M +9% 84
MPAM
3823
Murphy Pohlad Asset Management
Minnesota
$244M +$28.3M +13% 121
RRA
3824
Round Rock Advisors
Connecticut
$244M +$23.4M +11% 158
TJHA
3825
Thomas J. Herzfeld Advisors
Florida
$244M +$9.56M +4% 337