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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
3101
Peak Asset Management
Colorado
$454M +$40.3M +10% 9.41% 58.1% 143 6.29%
SCM
3102
Schnieders Capital Management
California
$454M +$7.28M +2% 11.5% 103% 206 15.05%
CBB
3103
Citizens Business Bank
California
$454M +$28.2M +7% 12% 84.4% 116 17.24%
FFIC
3104
First Fiduciary Investment Counsel
Ohio
$453M +$26.8M +6% 7.67% 48.1% 65 9.23%
BCM
3105
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 11% 117% 424 11.32%
PPWP
3106
Premier Path Wealth Partners
New Jersey
$452M 12.2% 333
FCP
3107
Fidelis Capital Partners
Florida
$452M +$160M +55% 11.9% 98.3% 336 21.73%
PAM
3108
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 17% 185% 90 53.33%
MGIA
3109
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 10.4% 79.9% 94 7.45%
FA
3110
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 11.4% 86.7% 272 15.44%
PWS
3111
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 10.3% 18.8% 82 21.95%
PFM
3112
Patton Fund Management
Texas
$450M +$81.4M +22% 13.7% 188% 100 50%
CBFP
3113
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 10.7% 47% 436 16.97%
BL
3114
Bleichroeder LP
New York
$450M +$44.2M +11% 13.9% 197% 81 13.58%
CT
3115
Chicago Trust
Illinois
$450M +$51.6M +13% 9.25% 85.9% 305 16.39%
TWM
3116
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 10.9% 73.8% 197 15.23%
SWA
3117
SOA Wealth Advisors
New York
$449M +$47.1M +12% 12% 79.1% 962 7.69%
HIG
3118
Heritage Investment Group
Florida
$449M +$83M +23% 9.61% 51.2% 100 13%
CSNH
3119
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 21.4% 100% 10 20%
IGWM
3120
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 10.3% 1,338 82.36%
PWA
3121
Physician Wealth Advisors
Utah
$448M +$59.2M +15% 10.8% 71.3% 169 13.61%
AWM
3122
Aprio Wealth Management
Georgia
$448M +$83.9M +23% 9.19% 60.6% 217 23.04%
ER
3123
EVR Research
Virginia
$447M +$69.5M +18% 16.8% 104% 46 39.13%
MFS
3124
McNamara Financial Services
Massachusetts
$447M +$46.4M +12% 8.1% 42.6% 67 7.46%
NCM
3125
Nelson Capital Management
California
$447M +$39.1M +10% 10.4% 121% 96 7.29%