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
PTP
3876
Platform Technology Partners
New York
$383M +$39.5M +12% 267
DBIA
3877
Dumont & Blake Investment Advisors
New Jersey
$383M +$26.2M +7% 212
PA
3878
Paragon Advisors
Texas
$383M +$118M +45% 93
FPTW
3879
Franklin, Parlapiano, Turner & Welch
Texas
$383M +$12.2M +3% 52
LSWM
3880
Lorne Steinberg Wealth Management
Canada
$383M +$39.8M +12% 71
HCM
3881
Horiko Capital Management
New York
$383M +$43.2M +13% 22
AWM
3882
Aries Wealth Management
Maine
$383M +$14.4M +4% 234
SFM
3883
Sphera Funds Management
Israel
$382M -$23M -6% 131
SCA
3884
St. Clair Advisors
Ohio
$382M +$25.3M +7% 82
PCM
3885
Pinnbrook Capital Management
New York
$382M +$227M +147% 94
BI
3886
Ballast Inc
Kentucky
$382M +$28.5M +8% 131
MC
3887
McCarthy & Cox
Ohio
$382M +$152M +66% 70
SIM
3888
Symetra Investment Management
Connecticut
$382M -$24.7M -6% 5
TA
3889
TFB Advisors
Kansas
$382M +$34.7M +10% 346
STP
3890
Science & Technology Partners
New York
$382M +$129M +51% 51
CPIM
3891
Coalescence Partners Investment Management
New York
$382M +$87.7M +30% 17
KLWA
3892
Kelly Lawrence W & Associates
California
$382M -$30.1M -7% 167
WPW
3893
Warther Private Wealth
Ohio
$382M +$81.3M +27% 70
RCP
3894
Reverence Capital Partners
New York
$381M -$36.7M -9% 1
RCP
3895
Rothschild Capital Partners
New York
$381M -$1.06M -0.3% 98
MAM
3896
McLean Asset Management
Virginia
$381M +$78.2M +26% 166
PWM
3897
Prentice Wealth Management
New York
$381M +$34.2M +10% 117
CSUI
3898
Cincinnati Specialty Underwriters Insurance
Ohio
$381M +$47.8M +14% 37
MLIC
3899
Mandatum Life Insurance Company
Finland
$380M +$54.2M +17% 82
MPPLM
3900
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$380M +$58.4M +18% 161