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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
NPP
5551
New Potomac Partners
Maryland
$195M +$11.7M +6% 5.39% 37.2% 152 45.39%
DVF
5552
Discovery Value Fund
Singapore
$195M -$2.18M -1% 24.4% 210% 5 40%
KIG
5553
Kessler Investment Group
Indiana
$195M +$9.34M +5% 12% 218% 207 14.98%
PCM
5554
Perritt Capital Management
Illinois
$195M +$11.4M +6% 7.41% 80.9% 331 12.69%
AC
5555
Applied Capital
Arkansas
$194M +$20.2M +12% 6.02% 52.6% 47 21.28%
LJCM
5556
Lee Johnson Capital Management
Texas
$194M -$1.5M -0.8% 3.02% 118% 37 67.57%
BCM
5557
Brookmont Capital Management
Texas
$194M +$11.6M +6% 9.21% 36.6% 57 7.02%
PFA
5558
Peak Financial Advisors
Colorado
$194M +$20.2M +12% 3.51% 40.1% 93 43.01%
FCCM
5559
First City Capital Management
Georgia
$194M +$16.4M +9% 7.57% 76.5% 166 7.23%
DB
5560
Dravo Bay
Delaware
$194M +$14.3M +8% 5.7% 45.2% 55 29.09%
VP
5561
venBio Partners
California
$194M -$37.2M -16% 1.26% 564% 7 28.57%
IFA
5562
Interactive Financial Advisors
Illinois
$194M +$12.8M +7% 6.32% 47.6% 89 3.37%
MA
5563
Menlo Advisors
California
$194M +$14.1M +8% 8.46% 81.9% 33 15.15%
BA
5564
Baugh & Associates
Georgia
$194M +$1.53M +0.8% 6.99% 83.8% 41 7.32%
FPW
5565
Flagship Private Wealth
Massachusetts
$194M +$25.2M +15% 5.4% 62.7% 103 12.62%
FFA
5566
Florida Financial Advisors
Florida
$194M +$27.2M +16% 5.5% 180 23.33%
FCM
5567
Fogel Capital Management
Florida
$194M +$6.1M +3% 4.48% 40 5%
ACM
5568
Adalta Capital Management
New York
$194M +$9.96M +5% 6.95% 80.4% 103 9.71%
MUAMU
5569
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$194M +$207K +0.1% 7.97% 138% 124 25%
DRD
5570
Dennis R. Delaney
$194M +$8.82M +5% 6.37% 84.3% 47 4.26%
CWM
5571
Cahill Wealth Management
Michigan
$194M +$26.1M +16% 8.6% 24.7% 51 7.84%
I
5572
IMPACTfolio
Colorado
$194M +$15.2M +9% 5.92% 51.2% 55 30.91%
HFO
5573
Heritage Family Offices
Arizona
$194M +$13.5M +8% 7.67% 188 14.89%
BFP
5574
Briaud Financial Planning
Texas
$194M +$20.4M +12% 6.72% 93.1% 152 13.16%
CCIA
5575
Cherry Creek Investment Advisors
Colorado
$194M +$1.87M +1% 7.23% 140% 115 13.91%