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
BWM
3376
BT Wealth Management
Georgia
$175M -$21.8M -11% 75
RA
3377
RiverPark Advisors
New York
$175M -$63.1M -27% 62
WPIC
3378
White Pine Investment Company
Michigan
$175M -$69.5M -28% 69
PH
3379
Pinnacle Holdings
Oklahoma
$174M -$91.9M -35% 209
SRC
3380
Stone Run Capital
New York
$174M -$50.7M -23% 68
PS
3381
Portfolio Strategies
New York
$174M -$43.8M -20% 62
SB
3382
Samsara BioCapital
California
$174M -$35M -17% 28
TSS
3383
Thomas Story & Son
Indiana
$174M -$29.4M -14% 62
TSWM
3384
Triangle Securities Wealth Management
North Carolina
$174M -$57.3M -25% 171
VP
3385
Vitruvian Partners
United Kingdom
$173M -$69.4M -29% 2
QCI
3386
Quaker Capital Investments
Pennsylvania
$173M -$76.2M -31% 32
TK
3387
TIAA Kaspick
Massachusetts
$173M -$211M -55% 24
SFG
3388
SevenBridge Financial Group
Pennsylvania
$173M -$35.7M -17% 147
CIM
3389
Cowen Investment Management
New York
$173M -$135M -44% 106
HLA
3390
Hamilton Lane Advisors
Pennsylvania
$173M -$55M -24% 53
ACM
3391
Anfield Capital Management
California
$172M -$75.5M -30% 426
LP
3392
Lexington Partners
New York
$172M -$7.11M -4% 4
JWM
3393
Jupiter Wealth Management
Colorado
$172M -$35M -17% 98
FFG
3394
Frisch Financial Group
New York
$172M -$39.4M -19% 123
VPIM
3395
Vanguard Personalized Indexing Management
California
$171M 269
SB
3396
Strategic Blueprint
Georgia
$171M +$25.7M +18% 140
AC
3397
Apella Capital
Connecticut
$171M 102
SHIM
3398
Stone House Investment Management
Pennsylvania
$171M +$34.2M +25% 42
CWM
3399
CMH Wealth Management
New Hampshire
$171M -$23.6M -12% 60
LPIC
3400
LeJeune Puetz Investment Counsel
Michigan
$171M -$42.2M -20% 194