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
STA
2226
Summit Trail Advisors
New York
$372M +$199M +115% 155
PA
2227
PFG Advisors
Arizona
$372M -$36.1M -9% 331
HIA
2228
Harbor Investment Advisory
Maryland
$371M -$61.6M -14% 1,264
VDBMI
2229
Van Den Berg Management I
Texas
$371M -$225M -38% 84
GLLW
2230
Graves Light Lenhart Wealth
Virginia
$371M -$105M -22% 184
AIA
2231
Angeles Investment Advisors
California
$371M -$126M -25% 110
HSA
2232
Hussman Strategic Advisors
Maryland
$371M +$56.9M +18% 296
JWBC
2233
J.W. Burns & Co
New York
$370M -$100M -21% 164
MTC
2234
Matrix Trust Company
Colorado
$370M -$98.9M -21% 30
MP
2235
MSD Partners
New York
$370M -$84.7M -19% 27
USGIU
2236
U.S. Global Investors (USGI)
Texas
$370M +$148M +67% 214
PA
2237
Paracle Advisors
Washington
$369M -$60.2M -14% 79
CCM
2238
Coliseum Capital Management
Connecticut
$369M -$6.52M -2% 19
KCMH
2239
Keywise Capital Management (HK)
Hong Kong
$369M +$67.4M +22% 33
CNB
2240
Camden National Bank
Maine
$368M -$126M -26% 145
SAM
2241
SP Asset Management
California
$368M -$68.9M -16% 87
TGI
2242
TRV GP III
Massachusetts
$368M +$141M +62% 5
GAG
2243
GM Advisory Group
New York
$367M +$44.2M +14% 148
PVI
2244
Pura Vida Investments
New York
$367M -$26.7M -7% 121
BWL
2245
Bogart Wealth LLC
Virginia
$367M +$54.8M +18% 479
KC
2246
Keenan Capital
California
$366M +$61.8M +20% 14
HPWM
2247
Highland Private Wealth Management
Washington
$366M -$51.5M -12% 138
PO
2248
Private Ocean
California
$366M -$46.4M -11% 655
QF
2249
QVT Financial
New York
$365M -$91M -20% 55
FANJ
2250
Financial Architects (New Jersey)
New Jersey
$365M -$98.2M -21% 963