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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
PP
4651
Professional Planning
California
$54.7M 8.74% 99.9% 26
JDR
4652
Jay D. Rosenbaum
$54.3M +$2.08M +4% 5.65% 12.9% 56 1.79%
SCG
4653
Siris Capital Group
New York
$53.6M 4.18% 1
PRHC
4654
P.R. Herzig & Co
New York
$52.1M +$446K +0.9% 4.47% 49.9% 48 16.67%
BC
4655
Breogan Capital
New York
$52M 3.04% 19
SV
4656
Sapphire Ventures
Texas
$51.5M -$144M -74% 17% 27.9% 7 28.57%
KCM
4657
KSA Capital Management
New Jersey
$51.4M +$31.9M +164% 4.64% 109% 66 80.3%
CRWM
4658
Castle Rock Wealth Management
California
$51.4M 4.96% 105% 101
AIFS
4659
A&I Financial Services
Colorado
$50.7M 5.31% 28
RG
4660
Raynor Geoffrey
$50.3M +$35.9M +248% 127% 31% 6 33.33%
KC
4661
Kadensa Capital
Hong Kong
$50.2M 6.43% 191% 12
AG
4662
AIA Group
Hong Kong
$50.1M -$587M -92% 2.17% 82.6% 22 22.73%
PSW
4663
Portfolio Strategies (Washington)
Washington
$50.1M -$10.4M -17% 4.7% 81 32.1%
LRM
4664
Lime Rock Management
Connecticut
$49.9M -$118M -70% 8.17% 40.2% 4 75%
KA
4665
Kerrisdale Advisers
Florida
$49.4M -$46.4M -48% 14.9% 78.8% 16 68.75%
ACM
4666
Accipiter Capital Management
Florida
$49.2M +$563K +1% 3.7% 55.9% 3 0%
PWPS
4667
Pinnacle Wealth Planning Services
Ohio
$49.1M 4.05% 82.1% 150
SIA
4668
Spruce Investment Advisors
Connecticut
$48.5M -$3.33M -6% 4.62% 23.5% 33 30.3%
DP
4669
Delta Partners
Massachusetts
$48.1M -$30.7M -39% 0.95% 34.4% 12 16.67%
P
4670
PhaseCapital
New York
$47.5M +$23.6M +99% 4.32% 25.1% 15 26.67%
HP
4671
HealthInvest Partners
Sweden
$47.4M -$38.3M -45% 0.93% 16 25%
HWM
4672
Highwater Wealth Management
Colorado
$46.7M +$4.59M +11% 6.67% 103% 49 24.49%
RAM
4673
Roumell Asset Management
Maryland
$46.7M +$4.17M +10% 0.01% 46.9% 17 17.65%
FF
4674
Francis Financial
$46.4M 4% 56.2% 20
ALIONA
4675
Allianz Life Insurance of North America
Minnesota
$45.9M +$8.1M +21% 3.45% 37 10.81%