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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
MJP
3151
Michael J. Puzo
$155M -$1.36M -0.9% 0.05% 60.3% 130 9.23%
NFG
3152
NewFocus Financial Group
Washington
$155M -$5.21M -3% 1.28% 55.4% 57 0%
GCM
3153
Glendon Capital Management
California
$155M -$11M -7% 5.89% 125% 20 30%
PTB
3154
Pioneer Trust Bank
Oregon
$155M +$126K +0.1% 0.07% 61.4% 74 4.05%
SFM
3155
Signature Financial Management
Virginia
$155M -$528K -0.3% 4.9% 20.8% 107 18.69%
SFPIA
3156
Stevens First Principles Investment Advisors
California
$155M -$368K -0.2% 2.49% 44% 250 27.6%
PA
3157
Paracle Advisors
Washington
$155M -$411K -0.3% 1.91% 30.9% 35 5.71%
ANB
3158
Amarillo National Bank
Texas
$154M +$12.5M +9% 0.1% 56.3% 136 10.29%
CBN
3159
Cadence Bank NA
Texas
$154M -$25.1M -14% 1.29% 33.3% 171 29.82%
AWM
3160
Affinity Wealth Management
Delaware
$154M -$15.8M -9% 1.97% 116% 60 28.33%
OPTFSNA
3161
Old Point Trust & Financial Services N A
Virginia
$154M -$1.23M -0.8% 1.69% 67.6% 76 5.26%
NJBEST
3162
New Jersey Better Educational Savings Trust
New Jersey
$154M -$74M -32% 0.71% 42% 215 49.77%
LCP
3163
Legacy Capital Partners
Wisconsin
$154M -$3.22M -2% 0.18% 85.6% 117 7.69%
BFA
3164
Benedict Financial Advisors
Georgia
$154M -$2.09M -1% 1.87% 62% 99 1.01%
MACF
3165
Margaret A Cargill Foundation
Minnesota
$154M -$114M -43% 0.95% 42.6% 3 33.33%
SM
3166
Scale Management
California
$154M -$46.7M -23% 16.7% 6 0%
BEC
3167
Blue Edge Capital
Virginia
$153M +$4.1M +3% 0.55% 53.5% 72 8.33%
HAM
3168
Hyperion Asset Management
Australia
$153M +$3.57M +2% 2.01% 138% 1 0%
AGAM
3169
Avalon Global Asset Management
California
$153M +$144K +0.1% 2.77% 177% 55 45.45%
SRC
3170
Stone Run Capital
New York
$153M -$2.65M -2% 0.12% 77.8% 83 9.64%
MC
3171
Miles Capital
Iowa
$153M -$15.7M -9% 0.36% 15.4% 190 36.32%
ST
3172
Somerset Trust
Pennsylvania
$152M +$942K +0.6% 0.7% 69.7% 189 19.58%
HA
3173
Hamel Associates
New Jersey
$152M +$625K +0.4% 1.75% 50.6% 96 8.33%
SIM
3174
Strategic Investment Management
Virginia
$152M -$103M -40% 0.29% 53.3% 157 65.61%
EHWM
3175
Eads & Heald Wealth Management
Georgia
$152M -$3.72M -2% 1.1% 70.2% 138 6.52%