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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 Avg Holding
Period (Yrs)
Pettinga Financial Advisors
3526
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 6.85% 78.1% 114 25.44% 2.5
Lowell Blake & Associates
3527
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 13.3% 44.2% 59 6.78% 2.4
ALM First Financial Advisors
3528
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 1.41% 50.5% 16 0% 0.3
Quadrant Private Wealth Management
3529
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 10.7% 100% 267 16.1% 2.5
Adams Street Partners
3530
Adams Street Partners
Illinois
$321M +$20.8M +7% 0.68% 399% 20 55% 3
AdvisorShares Investments
3531
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 1.35% 110% 356 35.67% 1
Univest Financial
3532
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 6.98% 96.9% 115 17.39% 4.4
Haverford Financial Services
3533
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 2.25% 57.9% 68 45.59% 5.7
Akaris Global Partners
3534
Akaris Global Partners
New York
$320M +$30.4M +10% 20.5% 35% 20 35% 0.9
HCM
3535
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 6.25% 55.6% 213 5.16% 5.4
Cypress Capital
3536
Cypress Capital
Tennessee
$320M +$786K +0.2% 3.9% 43.6% 91 28.57% 2.2
LWMG LLC
3537
LWMG LLC
Minnesota
$319M +$40.8M +15% 5.2% – 96 20.83% 0.2
Punch Card Management
3538
Punch Card Management
Florida
$319M +$10.6M +3% 3.91% 41% 4 0% 4
HI
3539
Hyundai Investments
South Korea
$319M -$83.9M -21% 20.8% 74.8% 1 0% 1.3
Red Door Wealth Management
3540
Red Door Wealth Management
Tennessee
$319M +$14.4M +5% 7.75% 100% 153 15.69% 2.4
Doliver Advisors
3541
Doliver Advisors
Texas
$319M +$14.3M +5% 4.56% 92.3% 170 14.12% 2.4
Perry Creek Capital
3542
Perry Creek Capital
New York
$318M -$23.6M -7% 3% 51.2% 16 0% 2.1
PenderFund Capital Management
3543
PenderFund Capital Management
British Columbia, Canada
$318M -$17M -5% 8.67% 129% 181 52.49% 1
Shulman DeMeo Asset Management
3544
Shulman DeMeo Asset Management
New York
$318M +$17.7M +6% 6.95% 79.3% 137 3.65% 1.3
Integrated Investment Consultants
3545
Integrated Investment Consultants
Michigan
$318M +$22.1M +7% 9.6% 70.2% 290 17.24% 2.8
Lead Edge Capital Management
3546
Lead Edge Capital Management
New York
$318M +$29.2M +10% 22.4% 20.2% 9 0% 1
Tradewinds Capital Management
3547
Tradewinds Capital Management
Washington
$318M +$103M +48% 4.82% 96.9% 579 24.18% 4.2
Quantum Financial Advisors
3548
Quantum Financial Advisors
California
$318M +$95.5M +43% 5.66% 68% 102 20.59% 0.6
Institutional Venture Management XVI
3549
Institutional Venture Management XVI
California
$317M -$17.9M -5% 21.2% 523% 8 25% 2.1
O'Brien Wealth Partners
3550
O'Brien Wealth Partners
Massachusetts
$317M +$65.4M +26% 7.05% 56.7% 63 20.63% 2.6