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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)
Franklin, Parlapiano, Turner & Welch
3651
Franklin, Parlapiano, Turner & Welch
Texas
$324M +$26M +9% 7.07% 41.6% 49 0% 5.4
Abingworth
3652
Abingworth
United Kingdom
$324M +$34M +12% 1.23% 187% 19 10.53% 2.4
Princeton Capital Management
3653
Princeton Capital Management
New Jersey
$323M +$27.7M +9% 9.29% 180% 113 16.81% 3.3
CIM
3654
CIM Investment Management
Pennsylvania
$323M +$5.61M +2% 7.54% 123% 339 23.89% 2.1
Bruderman Asset Management
3655
Bruderman Asset Management
New York
$323M -$37.1M -10% 6.82% 31.7% 125 33.6% 2.3
Fiducient Advisors
3656
Fiducient Advisors
Illinois
$323M +$13.5M +4% 7.07% 52.3% 88 20.45% 1
CoreCommodity Management
3657
CoreCommodity Management
Connecticut
$323M +$83.9M +35% 8.01% 65.8% 162 25.31% 2.8
Paradiem
3658
Paradiem
Louisiana
$322M +$19.3M +6% 7.61% 107% 111 17.12% 0.4
Nan Fung Group Holdings
3659
Nan Fung Group Holdings
Hong Kong
$322M – – 10.9% 281% 24 – 0
MJP
3660
Michael J. Puzo
$322M +$7.73M +2% 6.01% 90.3% 77 3.9% 5.5
Glen Eagle Advisors
3661
Glen Eagle Advisors
New Jersey
$322M +$35.3M +12% 7.34% 68.5% 1,070 9.07% 2.5
Continuum Advisory
3662
Continuum Advisory
Idaho
$322M +$81.6M +34% 6.56% 77% 277 41.88% 1.3
Columbus Macro
3663
Columbus Macro
Pennsylvania
$321M +$482K +0.2% 4.09% 48.7% 184 21.74% 1.9
Edmonds Duncan Registered Investment Advisors
3664
Edmonds Duncan Registered Investment Advisors
Kansas
$321M +$19.7M +7% 5.66% 12.8% 147 17.01% 3
Hunter Associates Investment Management
3665
Hunter Associates Investment Management
Pennsylvania
$321M -$111M -26% 6.55% 76.1% 216 38.43% 4.8
Hedeker Wealth
3666
Hedeker Wealth
Illinois
$321M +$36.4M +13% 8.98% 161% 84 33.33% 2.8
GWM
3667
GSB Wealth Management
Connecticut
$321M +$20.4M +7% 5.28% 61.8% 226 11.06% 0.8
Progressive Investment Management
3668
Progressive Investment Management
Oregon
$321M +$36.8M +13% 14.2% 126% 43 0% 3.7
OIA
3669
Optimum Investment Advisors
Illinois
$321M -$21.1M -6% 7.59% 125% 1,001 15.38% 3.2
Emerald Advisors
3670
Emerald Advisors
Washington
$320M +$43.9M +16% 10% 71.8% 100 20% 1
Taylor Frigon Capital Management
3671
Taylor Frigon Capital Management
Arizona
$320M -$4.17M -1% 7.93% 152% 96 11.46% 2.9
Decatur Capital Management
3672
Decatur Capital Management
Georgia
$320M +$30.2M +10% 12% 135% 68 14.71% 1.8
Hamilton Lane Advisors
3673
Hamilton Lane Advisors
Pennsylvania
$320M +$12.8M +4% 8.41% 167% 98 55.1% 0.6
O'Neil Global Advisors
3674
O'Neil Global Advisors
California
$320M +$216M +209% 19.4% 1,833% 132 84.85% 0.1
Partners in Financial Planning
3675
Partners in Financial Planning
Virginia
$320M – – 4.79% 38.9% 92 – 0