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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
PAM
2751
PVG Asset Management
Colorado
$238M +$1.27M +0.5% 2.93% 119 30.25%
GIP
2752
Greatmark Investment Partners
Georgia
$238M +$7.91M +3% 3.55% 62% 100 12%
BCM
2753
Birmingham Capital Management
Alabama
$238M +$11.1M +5% 5.44% 103% 107 4.67%
LA
2754
Lynch & Associates
Indiana
$238M +$10.3M +5% 4.64% 62.9% 111 9.01%
WP
2755
WealthSource Partners
California
$238M -$36.5M -13% 0.79% 16.8% 302 33.44%
SCM
2756
Stonebridge Capital Management
California
$237M +$4.59M +2% 1.97% 144 14.58%
ACS
2757
Archford Capital Strategies
Illinois
$237M -$5.42M -2% 2.79% 76.2% 814 21.87%
HFS
2758
Haverford Financial Services
Pennsylvania
$237M +$4.38M +2% 2.89% 57.9% 62 8.06%
PC
2759
Permanens Capital
New York
$237M +$31.7M +15% 4.95% 76.9% 16 56.25%
IAM
2760
Ion Asset Management
Israel
$237M +$18.1M +8% 10.3% 125% 16 18.75%
FWM
2761
Focused Wealth Management
New York
$237M +$9.26M +4% 4% 73.9% 780 14.36%
MG
2762
McCutchen Group
Washington
$237M -$2.98M -1% 1.42% 2.54% 18 0%
CGL
2763
Clarius Group LLC
Washington
$236M +$22M +10% 2.3% 92.1% 100 16%
EWA
2764
Exencial Wealth Advisors
Oklahoma
$236M +$10.3M +5% 3.11% 58% 180 15.56%
UF
2765
Univest Financial
Pennsylvania
$236M +$15.2M +7% 7.65% 82.6% 102 14.71%
WPC
2766
White Pine Capital
Minnesota
$236M +$1.29M +0.5% 4.76% 143% 223 10.76%
CC
2767
Carrhae Capital
United Kingdom
$236M +$107M +83% 1.37% 159% 14 35.71%
PCP
2768
Proficio Capital Partners
Massachusetts
$236M +$62.5M +36% 2.16% 97% 1,245 13.73%
DWA
2769
Dorsey Wright & Associates
California
$236M +$25.2M +12% 9.53% 311% 178 65.17%
MCM
2770
MKP Capital Management
New York
$236M +$187M +390% 5.04% 69.8% 9 88.89%
CIA
2771
Covington Investment Advisors
Pennsylvania
$236M +$15.9M +7% 4.95% 100% 89 7.87%
DE
2772
DFT Energy
New York
$236M 3.18% 20
LYV
2773
Live Your Vision
Pennsylvania
$235M +$1.46M +0.6% 0.83% 17.9% 346 16.76%
MPEM
2774
Marathon Partners Equity Management
New York
$235M +$33.1M +16% 2.81% 30 16.67%
ACM
2775
Argyle Capital Management
Pennsylvania
$235M +$4.56M +2% 4.58% 95.8% 123 2.44%