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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
PC
2726
Permanens Capital
New York
$776M +$9.49M +1% 1.62% 74.7% 99 30.3%
TCM
2727
Twin Capital Management
Pennsylvania
$776M -$30M -4% 0.95% 101% 298 24.5%
BPIM
2728
Brant Point Investment Management
New York
$776M -$47.2M -6% 6.91% 126% 164 43.29%
CCMINC
2729
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 4.98% 77.6% 136 2.21%
WF
2730
WoodTrust Financial
Wisconsin
$775M -$82M -10% 0.45% 71.9% 192 15.63%
PA
2731
Planning Alternatives
Michigan
$775M -$19.2M -2% 2.07% 50.4% 120 25.83%
GC
2732
Gilbert & Cook
Iowa
$774M -$21.3M -3% 1.82% 63.2% 232 9.91%
KWM
2733
KFG Wealth Management
Indiana
$774M +$26M +3% 1.68% 50.4% 224 8.48%
SC
2734
Sylebra Capital
California
$774M -$380M -33% 23.4% 12 16.67%
TIM
2735
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 0.17% 83.5% 540 10.93%
VNA
2736
Valley National Advisers
Pennsylvania
$773M +$51M +7% 0.73% 79% 952 13.55%
PGA
2737
Pilgrim Global Advisors
Nevada
$772M +$233M +43% 56.4% 3 0%
DOA
2738
D'Orazio & Associates
Virginia
$772M -$10.3M -1% 1.99% 61.2% 320 17.19%
CCA
2739
Canyon Capital Advisors
Texas
$772M +$11.3M +1% 1.09% 46.2% 21 47.62%
HVIA
2740
Hudson Valley Investment Advisors
New York
$772M -$132M -15% 1.9% 94.6% 152 6.58%
CANC
2741
Culbertson A N & Co
Virginia
$771M +$42M +6% 1.41% 80.7% 144 18.75%
CWP
2742
Concord Wealth Partners
Virginia
$770M +$756K +0.1% 0.22% 66% 849 76.09%
WI
2743
Wahed Invest
New York
$770M +$11.4M +2% 0.43% 95.1% 232 11.21%
CFS
2744
CRA Financial Services
New Jersey
$770M +$5.94M +0.8% 2.02% 78.9% 305 7.21%
SC
2745
Slow Capital
California
$770M -$67.4M -8% 4.31% 124% 118 16.1%
RWP
2746
Revolve Wealth Partners
New Jersey
$770M -$80.8M -10% 0.99% 60.3% 243 11.52%
AIA
2747
Arbor Investment Advisors
North Carolina
$768M +$8.32M +1% 0.19% 44.3% 120 12.5%
PPWP
2748
Premier Path Wealth Partners
New Jersey
$767M -$7.01M -0.9% 1.32% 418 10.53%
FA
2749
Fiducient Advisors
Illinois
$765M -$41.8M -5% 1.38% 43.9% 175 23.43%
CA
2750
Capital Advantage
California
$765M +$23.7M +3% 0.43% 44.4% 152 6.58%