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
NI
2526
NFC Investments
Tennessee
$350M +$11.5M +3% 41
PI
2527
PHH Investments
Texas
$350M +$6.6M +2% 86
SMI
2528
Shelter Mutual Insurance
Missouri
$350M +$10.9M +3% 44
FPFS
2529
First Personal Financial Services
North Carolina
$350M +$22.4M +7% 825
HPWM
2530
Highland Private Wealth Management
Washington
$350M +$30.5M +10% 133
EP
2531
Eversept Partners
New York
$350M +$12.2M +4% 69
PS
2532
Peter Svennilson
$350M +$162M +86% 5
NP
2533
NorthRock Partners
Minnesota
$350M -$29.8M -8% 97
SCM
2534
Stonehill Capital Management
New York
$349M +$17M +5% 16
AIA
2535
Affinity Investment Advisors
California
$349M -$139M -29% 148
NAM
2536
NTV Asset Management
West Virginia
$348M -$1.93M -0.6% 181
VAG
2537
VisionPoint Advisory Group
Texas
$348M -$7.69M -2% 152
VCA
2538
Verdence Capital Advisors
Maryland
$348M -$21.2M -6% 307
FCMI
2539
Foresite Capital Management IV
California
$348M +$69.6M +25% 20
GLA
2540
Good Life Advisors
Pennsylvania
$348M +$12.2M +4% 263
GFP
2541
Gryphon Financial Partners
Ohio
$347M +$8.31M +2% 176
HCM
2542
Harvest Capital Management
New Hampshire
$347M +$32.9M +10% 106
CWM
2543
Cranbrook Wealth Management
Michigan
$347M +$26.9M +8% 270
OMC
2544
Oak Management Corp
Connecticut
$347M +$88.6M +34% 4
PAM
2545
Paradigm Asset Management
New York
$347M +$6.71M +2% 445
DOA
2546
D'Orazio & Associates
Virginia
$347M +$9.13M +3% 372
CWS
2547
Cypress Wealth Services
California
$347M +$30.9M +10% 272
BIM
2548
Baldwin Investment Management
Pennsylvania
$346M +$14.4M +4% 171
PAMG
2549
Patton Albertson Miller Group
Tennessee
$346M +$149M +76% 245
PJSIMP
2550
P.J. Schmidt Investment Management (PJS)
Wisconsin
$346M +$3.98M +1% 137