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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
DPW
2426
DiNuzzo Private Wealth
Pennsylvania
$704M 8.89% 1,389
ICA
2427
Infrastructure Capital Advisors
New York
$704M -$170M -19% 4.22% 52% 111 45.95%
FPCP
2428
Fort Point Capital Partners
California
$704M +$47.4M +7% 9.77% 62.2% 325 20%
BWP
2429
Barlow Wealth Partners
Kentucky
$704M 13% 148
SFP
2430
Shepherd Financial Partners
Massachusetts
$703M +$66.1M +10% 11.1% 78% 214 14.02%
CA
2431
Continuum Advisory
Idaho
$703M +$79M +13% 9.78% 77% 499 19.64%
MIM
2432
Miller Investment Management
Pennsylvania
$703M +$67.5M +11% 10.6% 60.2% 105 10.48%
SSWM
2433
Sheets Smith Wealth Management
North Carolina
$703M +$46.3M +7% 10.6% 75.8% 525 40.38%
OWSCM
2434
One William Street Capital Management
New York
$702M +$661M +1,623% 4.86% 44% 9 77.78%
CIC
2435
Cutler Investment Counsel
Oregon
$700M +$65.3M +10% 9.03% 56.2% 133 8.27%
DIA
2436
Dean Investment Associates
Ohio
$700M +$90.3M +15% 9.07% 63.5% 216 10.65%
PAS
2437
Professional Advisory Services
Florida
$700M +$91.8M +15% 11.7% 61.8% 73 8.22%
PC
2438
Pier Capital
Connecticut
$699M +$78.9M +13% 18.3% 223% 139 30.94%
RIA
2439
Retirement Investment Advisors
Oklahoma
$699M -$400M -36% 9.09% 67 37.31%
CWG
2440
Cornerstone Wealth Group
North Carolina
$698M +$134M +24% 10.1% 96.5% 159 16.98%
FCP
2441
Fine Capital Partners
New York
$696M +$66.2M +11% 15.1% 95.5% 2 0%
FTM
2442
First Turn Management
California
$696M 41.3% 31
AC
2443
Abbrea Capital
California
$696M +$67M +11% 10.4% 38% 238 6.3%
JA
2444
JLB & Associates
Michigan
$696M +$58M +9% 10.1% 69.5% 77 2.6%
RR
2445
Robotti Robert
$695M +$13.7M +2% 10.4% 107% 60 5%
RCIM
2446
Red Cedar Investment Management
Michigan
$694M +$40.7M +6% 10.4% 81.4% 79 11.39%
ICVCFIA
2447
IDG China Venture Capital Fund IV Associates
Hong Kong
$694M -$71.2M -9% 48.5% 59.2% 5 20%
GHP
2448
Great Hill Partners
Massachusetts
$694M -$18.3M -3% 10.6% 24% 2 0%
MIC
2449
Means Investment Company
Maine
$694M +$83.2M +14% 12.4% 87.9% 201 8.46%
KW
2450
KWB Wealth
California
$693M +$70M +11% 9.69% 49.1% 145 26.21%