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
APM
2326
a16z Perennial Management
California
$812M -$122M -13% 47
DBG
2327
De Burlo Group
Massachusetts
$812M +$68.2M +9% 86
PCI
2328
Planning Center Inc
Illinois
$812M +$46.4M +6% 74
OWA
2329
Octavia Wealth Advisors
Ohio
$812M +$77.4M +11% 230
DPW
2330
DiNuzzo Private Wealth
Pennsylvania
$811M +$70.1M +9% 1,481
PIMJS
2331
PKO Investment Management Joint-Stock
Poland
$811M +$1.28M +0.2% 168
RPC
2332
Rossmore Private Capital
Connecticut
$809M +$47.9M +6% 235
AAM
2333
ACK Asset Management
Connecticut
$809M -$1.09M -0.1% 23
LCM
2334
Legato Capital Management
California
$809M +$66.9M +9% 637
WAG
2335
Winthrop Advisory Group
Massachusetts
$809M +$73.4M +10% 157
MAM
2336
Mark Asset Management
New York
$809M +$52.4M +7% 55
BIC
2337
Beach Investment Counsel
Pennsylvania
$809M -$3.6M -0.4% 236
IECM
2338
Intrinsic Edge Capital Management
Illinois
$807M -$226M -22% 166
CAL
2339
Capital Advisors Ltd
Ohio
$806M +$35.8M +5% 1,671
KBFS
2340
Kohmann Bosshard Financial Services
Ohio
$805M +$62.6M +8% 205
FMP
2341
Financial Management Professionals
Texas
$805M +$76.8M +11% 1,073
FSWA
2342
Financial Synergies Wealth Advisors
Texas
$805M +$63M +8% 79
PO
2343
Paradigm Operations
California
$805M -$199M -20% 1
RIM
2344
RW Investment Management
Idaho
$804M +$64.2M +9% 95
MA
2345
MONECO Advisors
Connecticut
$803M +$123M +18% 454
RBC
2346
Romano Brothers & Co
Illinois
$803M +$80.9M +11% 315
HIC
2347
Hartline Investment Corp
Illinois
$802M +$57.6M +8% 106
ACM
2348
Ashford Capital Management
Delaware
$801M +$60.6M +8% 106
KC
2349
Kryger Capital
United Kingdom
$801M -$70.8M -8% 22
SAM
2350
Stansberry Asset Management
Texas
$801M +$38.2M +5% 131