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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
KFP
3526
Keystone Financial Planning
Ohio
$175M -$49.4M -22% 25.4% 34.1% 50 22%
BWM
3527
BT Wealth Management
Georgia
$175M -$21.8M -11% 18% 34.8% 75 40%
RA
3528
RiverPark Advisors
New York
$175M -$63.1M -27% 12% 87.5% 62 38.71%
WPIC
3529
White Pine Investment Company
Michigan
$175M -$69.5M -28% 19% 66.3% 69 28.99%
CIM
3530
Cowen Investment Management
New York
$174M -$135M -44% 18.5% 1.87% 110 76.36%
PH
3531
Pinnacle Holdings
Oklahoma
$174M -$91.9M -35% 25% 79.6% 209 14.35%
SRC
3532
Stone Run Capital
New York
$174M -$50.7M -23% 19.8% 77.8% 68 26.47%
PS
3533
Portfolio Strategies
New York
$174M -$43.8M -20% 14% 120% 62 51.61%
JFA
3534
Johanson Financial Advisors
California
$174M -$47.4M -21% 15.5% 101% 272 66.54%
SB
3535
Samsara BioCapital
California
$174M -$35M -17% 22.4% 1,580% 28 32.14%
TSS
3536
Thomas Story & Son
Indiana
$174M -$29.4M -14% 17.7% 91.8% 62 19.35%
TSWM
3537
Triangle Securities Wealth Management
North Carolina
$174M -$57.3M -25% 21.4% 80% 171 16.37%
MFS
3538
Mirabella Financial Services
United Kingdom
$173M -$381M -69% 27.3% 86.2% 168 73.21%
VP
3539
Vitruvian Partners
United Kingdom
$173M -$69.4M -29% 27.1% 64.3% 2 0%
QCI
3540
Quaker Capital Investments
Pennsylvania
$173M -$76.2M -31% 31.5% 107% 32 25%
TK
3541
TIAA Kaspick
Massachusetts
$173M -$211M -55% 18.8% 45.9% 24 41.67%
SFG
3542
SevenBridge Financial Group
Pennsylvania
$173M -$210M -55% 16.7% 81.7% 153 20.92%
HLA
3543
Hamilton Lane Advisors
Pennsylvania
$173M -$55M -24% 11.7% 187% 53 45.28%
ACM
3544
Anfield Capital Management
California
$172M -$75.5M -30% 18.3% 65.2% 426 78.87%
LP
3545
Lexington Partners
New York
$172M -$7.11M -4% 25% 1.27% 4 0%
MB
3546
Mizuho Bank
Japan
$172M -$841M -83% 28.5% 99.8% 7 71.43%
JWM
3547
Jupiter Wealth Management
Colorado
$172M -$35M -17% 14.3% 99.2% 98 40.82%
FFG
3548
Frisch Financial Group
New York
$172M -$39.4M -19% 17.1% 66.6% 123 21.95%
Vanguard Personalized Indexing Management
3549
Vanguard Personalized Indexing Management
California
$171M 13.9% 147% 269
SB
3550
Strategic Blueprint
Georgia
$171M +$25.7M +18% 15.1% 76.6% 140 45.71%