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
PCP
2151
Proficio Capital Partners
Massachusetts
$760M -$59.9M -7% 333
CC
2152
Clearline Capital
New York
$760M +$88.9M +13% 197
TCM
2153
Twele Capital Management
Minnesota
$760M +$115M +18% 41
HCM
2154
Hengehold Capital Management
Ohio
$759M -$1.65M -0.2% 164
ADL
2155
Asset Dedication LLC
California
$759M +$87.5M +13% 1,039
BTWM
2156
Baker Tilly Wealth Management
Wisconsin
$757M +$137M +22% 526
CCMD
2157
Cypress Capital Management (Delaware)
Delaware
$757M -$1.35M -0.2% 175
FFA
2158
Fragasso Financial Advisors
Pennsylvania
$756M +$9.28M +1% 161
FMT
2159
First Mercantile Trust
Tennessee
$755M -$91.6M -11% 899
IB
2160
Intrust Bank
Kansas
$755M +$14.2M +2% 395
BTP
2161
Bloom Tree Partners
New York
$752M -$158M -17% 192
MVG
2162
Madrona Venture Group
Washington
$752M +$135M +22% 4
CBB
2163
Citizens Business Bank
California
$752M -$8.81M -1% 248
AG
2164
Algert Global
California
$751M +$454M +153% 1,112
SCA
2165
Spearhead Capital Advisors
Florida
$750M +$15.2M +2% 203
FFN
2166
Focus Financial Network
Minnesota
$749M -$2.52M -0.3% 416
NIM
2167
Needham Investment Management
New York
$749M +$65.3M +10% 128
EPM
2168
Elm Partners Management
Pennsylvania
$749M -$10.8M -1% 43
AFA
2169
American Financial Advisors
Georgia
$749M +$22.5M +3% 135
FF
2170
FourThought Financial
Florida
$749M +$1.2M +0.2% 1,613
XF
2171
XML Financial
Maryland
$749M +$294M +65% 315
SCM
2172
Scopia Capital Management
New York
$749M +$11.3M +2% 19
RIA
2173
RP Investment Advisors
Ontario, Canada
$747M -$4.05M -0.5% 138
UBV
2174
United Bank (Virginia)
Virginia
$747M +$3.1M +0.4% 171
CWM
2175
Campbell Wealth Management
Virginia
$747M +$7.88M +1% 79