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
BA
4226
Bard Associates
Illinois
$278M +$14.8M +6% 184
WP
4227
Westmount Partners
California
$278M +$33.1M +14% 219
CF
4228
Copperwynd Financial
Arizona
$278M +$26.4M +11% 150
PFA
4229
Pathway Financial Advisers
Indiana
$278M +$15.1M +6% 504
ZIMP
4230
Zimmermann Investment Management & Planning
Pennsylvania
$278M +$33.2M +14% 144
RCM
4231
Robinson Capital Management
Michigan
$277M -$3.36M -1% 252
SSC
4232
Syverson Strege & Co
Iowa
$277M +$19.6M +8% 75
VAG
4233
VisionPoint Advisory Group
Texas
$277M +$6.35M +2% 868
BE
4234
Bonness Enterprises
District of Columbia
$277M +$38.2M +16% 38
SC
4235
Stolper & Co
Oklahoma
$277M +$28.9M +12% 89
XXIP
4236
Xiamen Xinweidachuang Investment Partnership
China
$277M -$65.4M -19% 1
PXPO
4237
Peak XV Partners Operations
Mauritius
$277M -$70.6M -20% 3
LA
4238
LFL Advisers
Illinois
$277M +$47M +20% 11
CIC
4239
Concord Investment Counsel
California
$277M 53
PCM
4240
Princeton Capital Management
New Jersey
$277M +$28.8M +12% 112
NRCM
4241
Northern Right Capital Management
Connecticut
$277M +$28M +11% 37
PA
4242
PSI Advisors
Florida
$277M +$8.86M +3% 908
SC
4243
Sykon Capital
New York
$277M +$26M +10% 100
MWP
4244
Madison Wealth Partners
Wisconsin
$276M +$24.3M +10% 126
LC
4245
LCNB Corp
Ohio
$276M +$22.1M +9% 183
SP
4246
Sequent Planning
Nebraska
$276M 142
HP
4247
HT Partners
Connecticut
$276M +$25.3M +10% 52
HWM
4248
Hemington Wealth Management
Virginia
$276M +$16.9M +7% 121
AGC
4249
Angelo Gordon & Co
New York
$276M -$13.7M -5% 78
AA
4250
Altrafin AG
$276M +$16.4M +6% 60