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
PPC
2601
Park Presidio Capital
California
$463M -$193M -29% 15
SWP
2602
Strategic Wealth Partners
Ohio
$463M -$49.2M -10% 290
LIM
2603
Longfellow Investment Management
Massachusetts
$463M -$157M -25% 415
DCM
2604
Disciplina Capital Management
Tennessee
$463M -$27.3M -6% 52
SLT
2605
St Louis Trust
Missouri
$463M -$4.2M -0.9% 104
DAC
2606
Dividend Assets Capital
South Carolina
$463M -$66.7M -13% 600
EWM
2607
Edge Wealth Management
New York
$462M -$45.1M -9% 97
OIM
2608
Opus Investment Management
Massachusetts
$462M -$189M -29% 96
TA
2609
Trivest Advisors
Hong Kong
$462M -$130M -22% 33
CM
2610
Condire Management
Texas
$462M -$51.8M -10% 24
CF
2611
Clarity Financial
Texas
$461M -$32.9M -7% 101
CANC
2612
Culbertson A N & Co
Virginia
$461M -$70.1M -13% 115
KTC
2613
Kistler-Tiffany Companies
Pennsylvania
$460M -$69.4M -13% 814
ECM
2614
Exchange Capital Management
Michigan
$459M -$75M -14% 166
PJSIMP
2615
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458M +$7.56M +2% 189
CCP
2616
Cyrus Capital Partners
New York
$458M -$79.7M -15% 9
NWM
2617
NEIRG Wealth Management
Massachusetts
$458M -$52.8M -10% 152
TFA
2618
Teamwork Financial Advisors
Texas
$458M -$78.5M -15% 267
VM
2619
VPR Management
Texas
$458M -$35.7M -7% 28
SRF
2620
Silver Rock Financial
California
$458M -$67.5M -13% 252
DSAM
2621
Dock Street Asset Management
Florida
$458M -$99.1M -18% 73
RIM
2622
Rockbridge Investment Management
New York
$457M -$192M -30% 828
SMH
2623
Sanders Morris Harris
Texas
$457M -$56.2M -11% 324
AWM
2624
Avitas Wealth Management
California
$457M -$97.2M -18% 237
GCM
2625
Gladius Capital Management
Illinois
$457M +$166M +57% 383