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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)
Glassman Wealth Services
2426
Glassman Wealth Services
Virginia
$706M +$87.2M +14% 11.3% 62.6% 2,116 13.56% 3.6
DiNuzzo Private Wealth
2427
DiNuzzo Private Wealth
Pennsylvania
$704M – – 8.89% 42.7% 1,389 – 0
Infrastructure Capital Advisors
2428
Infrastructure Capital Advisors
New York
$704M -$170M -19% 4.22% 52% 111 45.95% 1.1
Fort Point Capital Partners
2429
Fort Point Capital Partners
California
$704M +$47.4M +7% 9.77% 62.2% 325 20% 2.9
Barlow Wealth Partners
2430
Barlow Wealth Partners
Kentucky
$704M – – 13% 101% 148 – 0
Shepherd Financial Partners
2431
Shepherd Financial Partners
Massachusetts
$703M +$66.1M +10% 11.1% 78% 214 14.02% 3
Continuum Advisory
2432
Continuum Advisory
Idaho
$703M +$79M +13% 9.78% 77% 499 19.64% 2.3
Miller Investment Management
2433
Miller Investment Management
Pennsylvania
$703M +$67.5M +11% 10.6% 60.2% 105 10.48% 5
Sheets Smith Wealth Management
2434
Sheets Smith Wealth Management
North Carolina
$703M +$46.3M +7% 10.6% 83.4% 525 40.38% 4.5
One William Street Capital Management
2435
One William Street Capital Management
New York
$702M +$661M +1,623% 4.86% 44% 9 77.78% 0.2
Cutler Investment Counsel
2436
Cutler Investment Counsel
Oregon
$700M +$65.3M +10% 9.03% 61.8% 133 8.27% 4.6
Dean Investment Associates
2437
Dean Investment Associates
Ohio
$700M +$90.3M +15% 9.07% 63.5% 216 10.65% 4
Professional Advisory Services
2438
Professional Advisory Services
Florida
$700M +$91.8M +15% 11.7% 69.3% 73 8.22% 5.9
Pier Capital
2439
Pier Capital
Connecticut
$699M +$78.9M +13% 18.3% 223% 139 30.94% 1.5
Retirement Investment Advisors
2440
Retirement Investment Advisors
Oklahoma
$699M -$400M -36% 9.09% – 67 37.31% 0.8
Cornerstone Wealth Group
2441
Cornerstone Wealth Group
North Carolina
$698M +$134M +24% 10.1% 96% 159 16.98% 2.5
FCP
2442
Fine Capital Partners
New York
$696M +$66.2M +11% 15.1% 95.5% 2 0% 8.4
First Turn Management
2443
First Turn Management
California
$696M – – 41.3% – 31 – 0
Abbrea Capital
2444
Abbrea Capital
California
$696M +$67M +11% 10.4% 38% 238 6.3% 4.7
JLB & Associates
2445
JLB & Associates
Michigan
$696M +$58M +9% 10.1% 69.9% 77 2.6% 6.9
Robotti Robert
2446
Robotti Robert
$695M +$13.7M +2% 10.4% 107% 60 5% 5
Red Cedar Investment Management
2447
Red Cedar Investment Management
Michigan
$694M +$40.7M +6% 10.4% 81.4% 79 11.39% 2.4
IDG China Venture Capital Fund IV Associates
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
$694M -$71.2M -9% 48.5% 59.2% 5 20% 2.8
Great Hill Partners
2449
Great Hill Partners
Massachusetts
$694M -$18.3M -3% 10.6% 24% 2 0% 2
Means Investment Company
2450
Means Investment Company
Maine
$694M +$83.2M +14% 12.4% 87.9% 201 8.46% 3.5