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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
CPA
3126
Capital Performance Advisors
California
$607M +$97.1M +19% 8.27% 61.5% 365 30.68%
BC
3127
Bricktown Capital
Michigan
$607M +$54.9M +10% 5% 40.8% 27 11.11%
SAM
3128
Secure Asset Management
Michigan
$607M +$64.3M +12% 7.48% 86.5% 343 18.37%
NWM
3129
Northwest Wealth Management
Iowa
$607M +$53.4M +10% 7.49% 63.4% 236 18.22%
SFG
3130
SevenBridge Financial Group
Pennsylvania
$607M +$39.4M +7% 8.52% 70.4% 222 6.31%
FMN
3131
Financial Management Network
California
$606M +$48.3M +9% 7.51% 52% 197 16.24%
DAM
3132
Deltec Asset Management
New York
$606M +$45.5M +8% 11% 128% 240 34.58%
PWW
3133
Pettyjohn Wood & White
Virginia
$606M +$45.9M +8% 8.79% 62.7% 205 4.88%
CCM
3134
Corsair Capital Management
New York
$605M +$71M +13% 22.2% 368% 193 34.72%
KFS
3135
Kurt F. Somerville
$605M +$11.7M +2% 6.57% 62.7% 113 3.54%
PJSIMP
3136
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605M +$26.7M +5% 7.39% 65.9% 199 6.03%
WFA
3137
West Financial Advisors
Iowa
$605M +$30.3M +5% 5.6% 45.1% 212 11.32%
BA
3138
Bellwether Advisors
Nebraska
$605M +$19.4M +3% 9.43% 85% 606 78.88%
CM
3139
Cornerstone Management
Georgia
$605M +$29.4M +5% 4.78% 40% 63 1.59%
NPPM
3140
North Point Portfolio Managers
Ohio
$605M +$21.7M +4% 7.26% 67.2% 74 5.41%
CIP
3141
Capital Insight Partners
Arizona
$604M +$28.6M +5% 5.49% 51.7% 168 6.55%
BWP
3142
Burling Wealth Partners
Illinois
$604M +$62.3M +11% 7.37% 185 11.35%
CAM
3143
Creekmur Asset Management
Illinois
$603M +$37.2M +7% 8.26% 892 10.76%
TCOTS
3144
Trust Company of the South
North Carolina
$603M +$39.5M +7% 7.82% 136 8.09%
PGAM
3145
Princeton Global Asset Management
New Jersey
$602M +$51.4M +9% 9.95% 104% 794 8.94%
VU
3146
Vanderbilt University
Tennessee
$602M +$72.4M +14% 14.8% 61.8% 88 29.55%
NB
3147
Northwest Bancshares
Pennsylvania
$602M +$28.5M +5% 7.72% 61.3% 192 9.38%
HGIM
3148
High Ground Investment Management
United Kingdom
$602M +$125M +26% 3.09% 25.9% 8 25%
BTWM
3149
Brass Tax Wealth Management
Ohio
$602M +$82.3M +16% 6.13% 252 11.9%
AF
3150
Apollon Financial
South Carolina
$601M +$122M +26% 9.08% 226 7.96%