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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
FMP
3001
Financial Management Professionals
Texas
$433M +$44.8M +12% 0.74% 62.1% 1,099 25.84%
ARMC
3002
American Research & Management Company
Massachusetts
$433M -$5.74M -1% 0.95% 35.1% 403 8.44%
CC
3003
Covalis Capital
United Kingdom
$433M +$124M +40% 2.9% 31.3% 151 35.76%
HDIM
3004
Hanson & Doremus Investment Management
Vermont
$433M +$97.7M +29% 1.65% 80.8% 530 30%
CA
3005
Cumberland Advisors
Florida
$433M +$6.27M +1% 1.39% 73.5% 65 9.23%
CBA
3006
Coastal Bridge Advisors
Connecticut
$433M -$55.2M -11% 3.77% 67.4% 156 12.18%
ZF
3007
Zhang Financial
Michigan
$432M +$24.8M +6% 0.87% 67.9% 173 21.97%
ANRF
3008
Adams Natural Resources Fund
Maryland
$432M -$11.6M -3% 2.13% 43% 56 5.36%
SNT
3009
Security National Trust
West Virginia
$432M -$18.6M -4% 1.23% 58.3% 409 3.91%
MAM
3010
MPM Asset Management
Massachusetts
$431M -$106M -20% 14.9% 5.89% 10 20%
GPC
3011
Guardian Point Capital
Virginia
$431M -$9.59M -2% 0.82% 128% 22 18.18%
WFA
3012
Websterrogers Financial Advisors
South Carolina
$431M +$12.5M +3% 1.39% 42.9% 65 13.85%
SCP
3013
Steamboat Capital Partners
New York
$431M +$43M +11% 3.24% 189% 55 34.55%
TGAM
3014
TBH Global Asset Management
Tennessee
$431M -$2.92M -0.7% 0.37% 59.2% 192 13.02%
TAA
3015
TB Alternative Assets
Cayman Islands
$430M -$71.5M -14% 44.9% 325% 50 52%
SAM
3016
Synergy Asset Management
Washington
$430M +$53.3M +14% 0.13% 97.3% 144 65.28%
CG
3017
CFO4Life Group
Texas
$430M -$3.67M -0.8% 1.77% 43.4% 154 16.23%
GPP
3018
Great Point Partners
Connecticut
$429M -$47.2M -10% 3.08% 554% 44 50%
CWC
3019
Carolinas Wealth Consulting
North Carolina
$429M -$25.7M -6% 1.09% 24.6% 1,023 10.36%
IWA
3020
Intercontinental Wealth Advisors
Texas
$429M -$75.9M -15% 0.64% 46.7% 299 10.7%
PCR
3021
Potrero Capital Research
California
$429M +$12.5M +3% 0.51% 137% 116 37.93%
TFCP
3022
Twin Focus Capital Partners
Massachusetts
$428M -$3.72M -0.9% 1.57% 92.5% 202 11.88%
PWMAG
3023
Pinnacle Wealth Management Advisory Group
New Jersey
$428M +$822K +0.2% 1.08% 64.3% 235 10.21%
MFG
3024
MidWestOne Financial Group
Iowa
$427M +$3.09M +0.7% 1.06% 62.7% 239 8.79%
ECAM
3025
East Coast Asset Management
Massachusetts
$426M -$3.53M -0.8% 0.72% 142% 63 1.59%