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
PWP
1951
Principle Wealth Partners
Connecticut
$952M +$86.3M +10% 330
DBT
1952
Dubuque Bank & Trust
Iowa
$952M +$58.6M +7% 289
PFC
1953
Poplar Forest Capital
California
$952M -$22.3M -2% 89
PC
1954
Pier Capital
Connecticut
$948M -$16.6M -2% 131
DWM
1955
Dakota Wealth Management
Florida
$947M +$82.9M +10% 408
FBFS
1956
First Business Financial Services
Wisconsin
$945M +$71.1M +8% 174
BWA
1957
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 1,181
KTA
1958
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 338
PIP
1959
Permian Investment Partners
Texas
$944M -$15M -2% 55
NC
1960
NewSquare Capital
Pennsylvania
$944M +$88.6M +10% 416
CAAS
1961
Capital Asset Advisory Services
Michigan
$942M +$44.4M +5% 738
EC
1962
EMS Capital
New York
$942M -$189M -17% 21
SFG
1963
Sage Financial Group
Pennsylvania
$939M +$126M +16% 77
MPMG
1964
Minneapolis Portfolio Management Group
Minnesota
$939M +$44.6M +5% 32
GCM
1965
Glynn Capital Management
California
$939M -$201M -18% 52
CC
1966
Cornerstone Capital
California
$938M +$70.7M +8% 94
MWM
1967
Meridian Wealth Management
Kentucky
$936M +$126M +16% 426
JAFL
1968
Jay A. Fishman Ltd
Michigan
$936M +$129M +16% 99
MIM
1969
Merewether Investment Management
Texas
$934M +$233M +33% 46
CCM
1970
Condor Capital Management
New Jersey
$934M -$5.41M -0.6% 439
PAM
1971
PSquared Asset Management
Switzerland
$934M +$73.1M +8% 10
CCA
1972
Conservest Capital Advisors
Pennsylvania
$933M +$46M +5% 93
ICM
1973
Indaba Capital Management
California
$933M +$65.4M +8% 64
BTWM
1974
Baker Tilly Wealth Management
Wisconsin
$931M +$174M +23% 549
MCM
1975
Murphy Capital Management
New Jersey
$931M +$75.9M +9% 236