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
PBPIA
6301
Pivotal bioVenture Partners Investment Advisor
California
$130M -$25.5M -16% 11
BFA
6302
Brown Financial Advisory
Alabama
$130M +$1.36M +1% 34
PFS
6303
Prospect Financial Services
New York
$130M +$8.9M +7% 80
MIM
6304
Meixler Investment Management
Arizona
$130M -$3.24M -2% 101
RCM
6305
Richardson Capital Management
Wisconsin
$130M +$7.59M +6% 192
SCM
6306
Shorepath Capital Management
Utah
$130M +$3.36M +3% 22
SA
6307
SFI Advisors
New Jersey
$130M +$2.31M +2% 80
SFB
6308
STAR Financial Bank
Indiana
$130M +$12.8M +11% 112
TT
6309
TI-Trust
Illinois
$130M -$6.35M -5% 134
UOC
6310
University of Chicago
Illinois
$130M +$60.4M +87% 8
BC
6311
Broadwater Capital
Massachusetts
$130M -$597K -0.5% 247
RWM
6312
Refined Wealth Management
Utah
$130M -$12.3M -9% 30
CastleKeep Investment Advisors
6313
CastleKeep Investment Advisors
Connecticut
$130M -$9.15M -7% 115
XI
6314
XXEC Inc
Oklahoma
$130M -$3.31M -2% 25
SWP
6315
Semus Wealth Partners
Florida
$130M +$10.8M +9% 134
SWIM
6316
Smallwood Wealth Investment Management
New Jersey
$129M +$475K +0.4% 72
BA
6317
Brightwater Advisory
Florida
$129M +$4.95M +4% 63
CCA
6318
Clarity Capital Advisors
Florida
$129M +$4.09M +3% 78
CA
6319
Continental Advisors
Utah
$129M +$3.07M +2% 38
CCM
6320
Chicago Capital Management
Illinois
$129M +$34.3M +36% 52
ACM
6321
Arosa Capital Management
Florida
$129M -$19M -13% 43
EC
6322
EdgeRock Capital
Colorado
$129M +$3.56M +3% 295
VAG
6323
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 27
MGW
6324
MB Generational Wealth
Washington
$129M +$1.6M +1% 68
NWM
6325
NRI Wealth Management
California
$129M +$10.7M +9% 29