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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
RCP
3326
Rothschild Capital Partners
New York
$240M +$59.8M +33% 21.2% 90.8% 38 13.16%
DIM
3327
Delta Investment Management
California
$240M +$109M +83% 25.8% 65.8% 160 41.88%
NWP
3328
Northstar Wealth Partners
Connecticut
$239M +$42.7M +22% 17.3% 36.2% 186 15.05%
MFG
3329
MidWestOne Financial Group
Iowa
$239M -$32.7M -12% 9.17% 62.7% 206 39.81%
SPA
3330
Sentinel Pension Advisors
Massachusetts
$239M +$33.8M +16% 15.4% 46.5% 72 5.56%
HWA
3331
HHM Wealth Advisors
Tennessee
$239M +$34.5M +17% 18.9% 62.3% 542 18.08%
DBIA
3332
Dumont & Blake Investment Advisors
New Jersey
$239M +$44.3M +23% 21.1% 78.3% 187 13.9%
LC
3333
Lincoln Capital
Nebraska
$239M +$40.9M +21% 15.9% 63.8% 81 12.35%
CBTWT
3334
Community Bank & Trust (Waco, Texas)
Texas
$239M +$39.2M +20% 20.1% 108% 124 12.9%
HJIM
3335
Henry James International Management
New York
$239M +$44.2M +23% 25.1% 123% 134 10.45%
KIP
3336
Kayak Investment Partners
California
$239M +$13.1M +6% 41.1% 27% 26 42.31%
CCM
3337
Compton Capital Management
Rhode Island
$239M +$35.7M +18% 20.8% 75.6% 133 11.28%
RTM
3338
Rizvi Traverse Management
Florida
$239M +$120M +102% 81.8% 2 0%
BA
3339
BCM Advisors
Louisiana
$239M +$30.8M +15% 8.95% 59.3% 50 14%
SAG
3340
Spotlight Asset Group
Illinois
$239M +$50.6M +27% 17.6% 157 36.94%
VCM
3341
Voleon Capital Management
California
$239M 49.8% 10
TCPWM
3342
Traverso Chambers Private Wealth Management
California
$238M +$26.1M +12% 11.1% 16.4% 104 14.42%
ACM
3343
Argyle Capital Management
Pennsylvania
$238M +$26.7M +13% 14.3% 95.8% 124 4.03%
FPIS
3344
Financial Planning & Information Services
Wisconsin
$238M +$46M +24% 17.6% 13% 51 3.92%
TL
3345
TrueWealth LLC
Georgia
$238M +$32.6M +16% 15.2% 804 13.68%
SIP
3346
Stoneridge Investment Partners
Pennsylvania
$238M +$15.2M +7% 19.6% 44.2% 140 39.29%
KM
3347
Kalos Management
Georgia
$237M +$13.1M +6% 21.5% 48.5% 234 20.09%
NQWM
3348
Northwest Quadrant Wealth Management
Oregon
$237M +$16.7M +8% 14.5% 45.6% 58 6.9%
LFA
3349
Lighthouse Financial Advisors
Maryland
$237M +$73.1M +45% 25.4% 105 34.29%
FIM
3350
Fruth Investment Management
Texas
$237M +$41.8M +21% 21.6% 71% 199 8.04%