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
PI
2526
PHH Investments
Texas
$350M +$6.6M +2% 86
SMI
2527
Shelter Mutual Insurance
Missouri
$350M +$10.9M +3% 44
FPFS
2528
First Personal Financial Services
North Carolina
$350M +$22.4M +7% 825
HPWM
2529
Highland Private Wealth Management
Washington
$350M +$30.5M +10% 133
EP
2530
Eversept Partners
New York
$350M +$12.2M +4% 69
PS
2531
Peter Svennilson
$350M +$162M +86% 5
NP
2532
NorthRock Partners
Minnesota
$350M -$29.8M -8% 97
SCM
2533
Stonehill Capital Management
New York
$349M +$17M +5% 16
AIA
2534
Affinity Investment Advisors
California
$349M -$139M -29% 148
NAM
2535
NTV Asset Management
West Virginia
$348M -$1.93M -0.6% 181
VAG
2536
VisionPoint Advisory Group
Texas
$348M -$7.69M -2% 152
VCA
2537
Verdence Capital Advisors
Maryland
$348M -$21.2M -6% 307
FCMI
2538
Foresite Capital Management IV
California
$348M +$69.6M +25% 20
GLA
2539
Good Life Advisors
Pennsylvania
$348M +$12.2M +4% 263
GFP
2540
Gryphon Financial Partners
Ohio
$347M +$8.31M +2% 176
HCM
2541
Harvest Capital Management
New Hampshire
$347M +$32.9M +10% 106
CWM
2542
Cranbrook Wealth Management
Michigan
$347M +$26.9M +8% 270
OMC
2543
Oak Management Corp
Connecticut
$347M +$88.6M +34% 4
PAM
2544
Paradigm Asset Management
New York
$347M +$6.71M +2% 445
DOA
2545
D'Orazio & Associates
Virginia
$347M +$9.13M +3% 372
CWS
2546
Cypress Wealth Services
California
$347M +$30.9M +10% 272
BIM
2547
Baldwin Investment Management
Pennsylvania
$346M +$14.4M +4% 171
PAMG
2548
Patton Albertson Miller Group
Tennessee
$346M +$149M +76% 245
PJSIMP
2549
P.J. Schmidt Investment Management (PJS)
Wisconsin
$346M +$3.98M +1% 137
NFG
2550
Nadler Financial Group
Illinois
$346M +$31.8M +10% 87