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
IP
3026
Intellectus Partners
California
$196M +$4.09M +2% 747
BHTS
3027
Bar Harbor Trust Services
Maine
$196M +$4.11M +2% 82
FMP
3028
Financial Management Professionals
Texas
$196M +$4.14M +2% 389
CM
3029
Cornerstone Management
Georgia
$196M +$21.5M +12% 37
FCMC
3030
Founders Capital Management (Connecticut)
Connecticut
$196M +$11M +6% 56
TC
3031
Tavio Capital
New York
$195M +$89.5M +84% 8
AIA
3032
Arbor Investment Advisors
North Carolina
$195M +$9.47M +5% 42
JCM
3033
Jacobi Capital Management
Pennsylvania
$195M +$31.6M +19% 757
RAM
3034
Redmond Asset Management
Virginia
$195M -$21.5M -10% 166
HWA
3035
HCR Wealth Advisors
California
$195M +$5.93M +3% 167
NLVP
3036
New Leaf Venture Partners
New York
$195M +$55.6M +40% 19
NI
3037
Nepsis Inc
Minnesota
$195M +$20.6M +12% 43
PFA
3038
Paradigm Financial Advisors
Missouri
$195M +$12.1M +7% 111
IFB
3039
iAB Financial Bank
Indiana
$195M +$17.6M +10% 140
EGA
3040
E&G Advisors
Texas
$195M +$26M +15% 144
CCC
3041
Chelsea Counsel Company
California
$195M +$4.33M +2% 90
SKK
3042
Shepherd Kaplan Krochuk
Massachusetts
$195M -$144M -42% 307
REMPR
3043
Roof Eidam Maycock Peralta (REMP)
California
$194M +$3.06M +2% 90
CPA
3044
Cowen Prime Advisors
New York
$194M +$9.07M +5% 202
HPWM
3045
Highland Private Wealth Management
Washington
$194M -$356K -0.2% 85
ILM
3046
Indigo Latam Management
Arizona
$194M -$15.3M -7% 1
PVWM
3047
Point View Wealth Management
New Jersey
$194M +$20.2M +12% 260
FPCP
3048
Fort Point Capital Partners
California
$194M +$10.9M +6% 123
CHP
3049
Cable Hill Partners
Oregon
$194M -$27.4M -12% 832
PIM
3050
Parker Investment Management
California
$194M +$8.32M +4% 22