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
PFC
1951
Poplar Forest Capital
California
$952M -$22.3M -2% 89
PC
1952
Pier Capital
Connecticut
$948M -$16.6M -2% 131
DWM
1953
Dakota Wealth Management
Florida
$947M +$82.9M +10% 408
AVM
1954
Arch Venture Management
Illinois
$945M 9
FBFS
1955
First Business Financial Services
Wisconsin
$945M +$71.1M +8% 174
BWA
1956
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 1,181
KTA
1957
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 338
PIP
1958
Permian Investment Partners
Texas
$944M -$15M -2% 55
NC
1959
NewSquare Capital
Pennsylvania
$944M +$88.6M +10% 416
CAAS
1960
Capital Asset Advisory Services
Michigan
$942M +$44.4M +5% 738
EC
1961
EMS Capital
New York
$942M -$189M -17% 21
SFG
1962
Sage Financial Group
Pennsylvania
$939M +$126M +16% 77
MPMG
1963
Minneapolis Portfolio Management Group
Minnesota
$939M +$44.6M +5% 32
GCM
1964
Glynn Capital Management
California
$939M -$201M -18% 52
CC
1965
Cornerstone Capital
California
$938M +$70.7M +8% 94
MWM
1966
Meridian Wealth Management
Kentucky
$936M +$126M +16% 426
JAFL
1967
Jay A. Fishman Ltd
Michigan
$936M +$129M +16% 99
MIM
1968
Merewether Investment Management
Texas
$934M +$233M +33% 46
CCM
1969
Condor Capital Management
New Jersey
$934M -$5.41M -0.6% 439
PAM
1970
PSquared Asset Management
Switzerland
$934M +$73.1M +8% 10
CCA
1971
Conservest Capital Advisors
Pennsylvania
$933M +$46M +5% 93
ICM
1972
Indaba Capital Management
California
$933M +$65.4M +8% 64
BTWM
1973
Baker Tilly Wealth Management
Wisconsin
$931M +$174M +23% 549
MCM
1974
Murphy Capital Management
New Jersey
$931M +$75.9M +9% 236
FQ
1975
First Quadrant
California
$930M +$72.8M +8% 562