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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
RP
3401
Rowlandmiller & Partners
Georgia
$250M -$45.5M -15% 6.08% 84% 153 9.15%
DBRC
3402
D.B. Root & Company
Pennsylvania
$249M +$18.8M +8% 7.48% 57.3% 210 10%
PWA
3403
Physician Wealth Advisors
Utah
$249M +$1.02M +0.4% 7.07% 71.3% 134 7.46%
SI
3404
Squadra Investments
Brazil
$249M +$140M +128% 3.75% 1.55% 4 75%
HEIP
3405
Hudson Edge Investment Partners
New Jersey
$249M -$61.1M -20% 3.54% 68.8% 146 16.44%
CIC
3406
Canal Insurance Company
South Carolina
$249M -$4.72M -2% 1.71% 103% 77 19.48%
AC
3407
Apella Capital
Connecticut
$249M +$34.3M +16% 5.43% 44.5% 123 10.57%
FBCM
3408
Fort Baker Capital Management
California
$249M +$123M +98% 3.23% 46.3% 55 74.55%
PCM
3409
Princeton Capital Management
New Jersey
$249M +$23.3M +10% 11.5% 180% 96 2.08%
PAG
3410
Private Advisory Group
Washington
$248M +$4.09M +2% 12% 177% 126 33.33%
NLVP
3411
New Leaf Venture Partners
New York
$248M -$100M -29% 14.7% 17.1% 20 10%
GWSG
3412
GPS Wealth Strategies Group
Colorado
$248M 12.5% 118% 149
MC
3413
Muzinich & Co
New York
$248M -$84.8M -25% 1.9% 9.67% 57 40.35%
PGAM
3414
Princeton Global Asset Management
New Jersey
$248M -$72.7M -23% 8.32% 104% 559 20.93%
CAAM
3415
Cape Ann Asset Management
United Kingdom
$248M +$3.85M +2% 1.02% 199% 11 0%
FPTW
3416
Franklin, Parlapiano, Turner & Welch
Texas
$248M +$5.78M +2% 4.43% 41.6% 46 6.52%
HI
3417
Hoey Investments
Pennsylvania
$248M +$43.9M +22% 19.5% 200% 166 25.3%
TWM
3418
Tolleson Wealth Management
Texas
$248M +$19M +8% 7.27% 56.2% 69 11.59%
SHIM
3419
Stone House Investment Management
Pennsylvania
$247M +$48.2M +24% 6.77% 53.1% 39 17.95%
DOA
3420
D'Orazio & Associates
Virginia
$247M +$17.4M +8% 8.94% 61.2% 367 16.62%
BFC
3421
Blue Fin Capital
Rhode Island
$247M +$21.3M +9% 11.4% 125% 120 7.5%
LCP
3422
Legacy Capital Partners
Wisconsin
$247M +$14.2M +6% 9.34% 85.6% 155 18.71%
PCM
3423
Punch Card Management
Florida
$247M +$20.3M +9% 12.9% 41% 3 0%
CMA
3424
Cedar Mountain Advisors
Oregon
$247M +$16.2M +7% 7.42% 53.8% 274 9.49%
II
3425
INCA Investments
Florida
$247M -$7.24M -3% 2.28% 128% 11 0%