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
PCM
4076
Princeton Capital Management
New Jersey
$373M +$35.9M +11% 142
RBFC
4077
Roman Butler Fullerton & Co
Missouri
$373M +$33.4M +10% 273
HH
4078
HWG Holdings
Texas
$373M +$41.8M +13% 67
PC
4079
Promethos Capital
Massachusetts
$373M +$76.3M +26% 49
PGF
4080
Plan Group Financial
Oklahoma
$372M +$68.4M +22% 193
AIM
4081
Access Investment Management
Georgia
$372M +$20.9M +6% 185
BFS
4082
BridgePort Financial Solutions
Iowa
$372M +$71.2M +24% 247
CSWG
4083
Cardinal Strategic Wealth Guidance
Kentucky
$372M +$25.2M +7% 64
PI
4084
Pennant Investors
New Jersey
$372M +$37.4M +11% 16
QCI
4085
Quaker Capital Investments
Pennsylvania
$372M +$44.1M +13% 21
HWP
4086
Highline Wealth Partners
California
$372M +$33.9M +10% 1,139
FFS
4087
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 66
IIA
4088
Integral Investment Advisors
California
$371M +$20.7M +6% 167
MWPCG
4089
Measured Wealth Private Client Group
New Hampshire
$371M +$36.8M +11% 699
PP
4090
Prosperity Planning
Missouri
$371M +$24M +7% 110
S
4091
SimplyRich
California
$371M +$11.7M +3% 223
UI
4092
Untitled Investments
New York
$370M +$4.53M +1% 20
MCS
4093
Mithaq Capital SPC
Saudi Arabia
$370M -$23.3M -6% 4
VWM
4094
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 1,550
BHWM
4095
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 1,327
PA
4096
Prism Advisors
California
$370M +$18.9M +5% 76
CMAI
4097
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 143
TA
4098
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 233
FFO
4099
Fortitude Family Office
Arizona
$370M +$67.4M +22% 2,168
OKSA
4100
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 69