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
PA
2451
Planning Alternatives
Michigan
$480M -$50.8M -10% 45
VNA
2452
Valley National Advisers
Pennsylvania
$480M +$6.11M +1% 1,031
LP
2453
LGL Partners
Pennsylvania
$480M -$138M -22% 165
MCM
2454
Mattern Capital Management
Colorado
$480M -$25.7M -5% 121
F
2455
F3Logic
Minnesota
$479M -$94M -16% 194
BL
2456
Bleichroeder LP
New York
$479M -$5.04M -1% 98
RBCM
2457
Raub Brock Capital Management
California
$479M -$44.7M -9% 69
MIM
2458
Miller Investment Management
Pennsylvania
$479M -$7.18M -1% 94
SG
2459
Sourcerock Group
Colorado
$479M -$22.3M -4% 28
CPH
2460
C Partners Holding
Switzerland
$479M -$53M -10% 19
WA
2461
Wealth Architects
California
$478M -$34M -7% 190
RP
2462
Regal Partners
Australia
$477M -$112M -19% 41
AWM
2463
Absher Wealth Management
North Carolina
$476M -$37.9M -7% 50
FWM
2464
Focused Wealth Management
New York
$476M -$72.4M -13% 1,059
SI
2465
Sapience Investments
California
$476M -$57.4M -11% 86
RWA
2466
Ropes Wealth Advisors
Massachusetts
$476M -$10.3M -2% 284
RIM
2467
Redwood Investment Management
Arizona
$476M -$118M -20% 306
KAM
2468
Knightsbridge Asset Management
California
$476M -$27.8M -6% 136
NAM
2469
NTV Asset Management
West Virginia
$475M -$35.8M -7% 251
JWM
2470
JGP Wealth Management
Oregon
$475M -$20M -4% 147
SAF
2471
Smith Anglin Financial
Texas
$475M +$133M +39% 153
APW
2472
Austin Private Wealth
Texas
$475M +$24.2M +5% 138
CL
2473
CIM LLC
New York
$474M -$7.38M -2% 168
CFA
2474
Cahill Financial Advisors
Minnesota
$474M +$3.96M +0.8% 223
SDH
2475
Sloy Dahl & Holst
Washington
$474M +$54.7M +13% 81