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
FPIS
3001
Financial Planning & Information Services
Wisconsin
$167M +$12M +8% 34
FPFS
3002
First Personal Financial Services
North Carolina
$167M +$2.01M +1% 595
SFSIG
3003
San Francisco Sentry Investment Group
California
$167M -$767K -0.5% 160
WPEP
3004
Walnut Private Equity Partners
Nebraska
$167M -$142K -0.1% 26
RWM
3005
RKL Wealth Management
Pennsylvania
$167M +$1.57M +1% 54
FCMC
3006
Founders Capital Management (Connecticut)
Connecticut
$167M -$530K -0.3% 61
KTC
3007
Kistler-Tiffany Companies
Pennsylvania
$167M +$9.51M +6% 666
ILM
3008
Indigo Latam Management
Arizona
$166M +$11.1M +7% 1
WA
3009
WealthTrust-Arizona
Arizona
$166M +$3M +2% 695
ACM
3010
ADI Capital Management
New York
$166M +$33.5M +25% 19
FAM
3011
Fortaleza Asset Management
Illinois
$166M -$11M -6% 235
DSAM
3012
Dock Street Asset Management
Florida
$166M -$9.87M -6% 47
BSWMG
3013
Barrington Strategic Wealth Management Group
Illinois
$166M +$2.69M +2% 105
DCMM
3014
DG Capital Management (Massachusetts)
Massachusetts
$166M -$109K -0.1% 76
SCM
3015
Southport Capital Management
Tennessee
$166M -$3.64M -2% 180
NCM
3016
Nebula Capital Management
Connecticut
$166M +$12.5M +8% 33
PVI
3017
Pura Vida Investments
New York
$166M +$36.9M +29% 82
DGA
3018
DST Global Advisors
British Virgin Islands
$166M +$32.3M +24% 3
BBPWM
3019
Blue Bell Private Wealth Management
Pennsylvania
$166M -$1.15M -0.7% 442
DWM
3020
Dakota Wealth Management
Florida
$166M -$2.69M -2% 61
CWP
3021
Capital Wealth Planning
Florida
$165M -$24.6M -13% 146
HCM
3022
Horrell Capital Management
Arkansas
$165M -$66.7M -29% 328
ACI
3023
AB CarVal Investors
Minnesota
$165M -$1.19M -0.7% 9
JCM
3024
JS Capital Management
New York
$165M +$32.2M +24% 62
BCM
3025
Bourgeon Capital Management
Connecticut
$165M +$1.69M +1% 119