We are live on ! Find out more

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
PCP
2851
Proficio Capital Partners
Massachusetts
$229M -$7.01M -3% 5.56% 93.8% 1,425 23.02%
MWP
2852
Moller Wealth Partners
$229M +$26M +13% 4.41% 41.4% 45 6.67%
UF
2853
Univest Financial
Pennsylvania
$229M -$7.55M -3% 4.82% 60.6% 105 17.14%
SCM
2854
Stonehill Capital Management
New York
$228M +$30.9M +16% 15.5% 145% 21 42.86%
BA
2855
BKS Advisors
Michigan
$228M +$15.6M +7% 7.76% 57.9% 212 18.4%
IAA
2856
Ironsides Asset Advisors
North Carolina
$228M -$138M -38% 8.7% 45.2% 158 60.13%
JIM
2857
JB Investments Management
Pennsylvania
$228M +$19.5M +9% 9.34% 1 0%
OWM
2858
Orgel Wealth Management
Wisconsin
$228M +$72.9M +47% 6% 36.6% 31 45.16%
QCG
2859
Quadrant Capital Group
Ohio
$228M +$28.2M +14% 5.54% 77.7% 2,261 10.08%
TJHA
2860
Thomas J. Herzfeld Advisors
Florida
$228M +$11.3M +5% 7.01% 17.9% 325 14.77%
GMA
2861
Goldstein Munger & Associates
California
$227M +$2.99M +1% 5.39% 11.9% 43 20.93%
BMM
2862
Buffington Mohr McNeal
Idaho
$227M -$34.5M -13% 4.9% 29.3% 185 48.11%
EP
2863
Edgestream Partners
New Jersey
$227M +$179M +371% 9.68% 32.8% 148 54.05%
RP
2864
Rowlandmiller & Partners
Georgia
$227M +$5.75M +3% 2.96% 84% 130 8.46%
SIG
2865
Sky Investment Group
Connecticut
$227M +$11.1M +5% 4.69% 68% 95 11.58%
WIP
2866
Wellesley Investment Partners
Massachusetts
$226M +$19.9M +10% 3.96% 22.7% 115 10.43%
SD
2867
Sumway Development
China
$226M +$5.42M +2% 21.9% 11 18.18%
F
2868
Filament
Washington
$226M +$14.7M +7% 5.77% 46.9% 35 8.57%
RG
2869
Rikoon Group
New Mexico
$226M -$951K -0.4% 4.84% 63.3% 176 9.09%
TIA
2870
Tandem Investment Advisors
South Carolina
$226M +$18.6M +9% 4.33% 16% 57 10.53%
FC
2871
FIC Capital
New York
$226M +$27.2M +14% 10.7% 49.7% 123 13.01%
RIG
2872
Renaissance Investment Group
Massachusetts
$226M +$13.7M +6% 6.52% 99.6% 82 7.32%
SIRP
2873
Shelter Insurance Retirement Plan
Missouri
$225M +$4.43M +2% 4.06% 51.1% 42 2.38%
VCM
2874
Verger Capital Management
North Carolina
$225M -$482K -0.2% 4.49% 48% 16 12.5%
HHGC
2875
Hunting Hill Global Capital
New York
$225M +$192M +598% 17.8% 132% 16 62.5%