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
HPM
6026
HealthCor Partners Management
South Carolina
$195M -$30.2M -13% 1
AIM
6027
Athena Investment Management
California
$195M +$3.22M +2% 160
BW
6028
BostonPremier Wealth
Massachusetts
$195M -$6.19M -3% 74
AA
6029
Aufman Associates
Pennsylvania
$195M +$17.5M +10% 69
RMC
6030
Ring Mountain Capital
California
$195M +$14.5M +8% 107
SFS
6031
Symphony Financial Services
Ohio
$195M +$9.26M +5% 108
LIM
6032
Lancaster Investment Management
United Kingdom
$195M -$38.3M -16% 9
NA
6033
Note Advisors
New York
$195M +$26.8M +16% 88
IMC
6034
Inherent Management Corp
New York
$195M +$20.5M +12% 9
PAM
6035
Peninsula Asset Management
Florida
$195M +$82.7K +0% 46
CASB
6036
Cape Ann Savings Bank
Massachusetts
$195M +$7.54M +4% 115
JKA
6037
Jones Kertz & Associates
Minnesota
$195M 63
PIS
6038
POM Investment Strategies
North Carolina
$194M +$10.5M +6% 372
AWM
6039
Avondale Wealth Management
Texas
$194M +$6.73M +4% 61
SPAS
6040
Spectrum Planning & Advisory Services
California
$194M +$17.2M +10% 115
DC
6041
Destiny Capital
Colorado
$194M +$10.9M +6% 56
LEP
6042
Langdon Equity Partners
$194M 13
FF
6043
Friedenthal Financial
New Jersey
$194M +$370K +0.2% 328
IVGAI
6044
Index Venture Growth Associates III
Jersey
$194M -$82.9M -30% 3
PCA
6045
Prospect Capital Advisors
California
$194M +$913K +0.5% 31
GC
6046
GatePass Capital
Ohio
$194M +$20.9M +12% 178
LHA
6047
Little Harbor Advisors
Massachusetts
$194M -$6.27M -3% 8
HCP
6048
Hiddenite Capital Partners
New York
$194M +$9.34M +5% 45
LFASL
6049
Lugano Financial Advisors SA (LFA)
Switzerland
$194M +$4.02M +2% 243
CCM
6050
Charter Capital Management
Wisconsin
$194M +$8.33M +4% 67