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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
PC
3151
Permit Capital
Pennsylvania
$235M +$9.21M +4% 4.74% 76% 26 0%
CVM
3152
Cheviot Value Management
California
$235M +$3.69M +2% 1.1% 83.7% 69 10.14%
HJIM
3153
Henry James International Management
New York
$235M +$1.25M +0.5% 0.84% 123% 145 9.66%
RFN
3154
RDA Financial Network
Iowa
$234M +$12.3M +6% 1.45% 82.1% 253 12.65%
HA
3155
Hamel Associates
New Jersey
$234M +$6.13M +3% 3.98% 50.6% 86 4.65%
MIM
3156
Montgomery Investment Management
Maryland
$234M +$5.26M +2% 3.45% 98.4% 94 7.45%
MWA
3157
Meridian Wealth Advisors
Texas
$234M +$90.3M +63% 1.22% 68.8% 163 29.45%
MAM
3158
MPM Asset Management
Massachusetts
$234M -$13.8M -6% 3.35% 5.89% 5 0%
WIA
3159
World Investment Advisors
California
$233M +$6.58M +3% 0.79% 55.4% 163 14.72%
NQWM
3160
Northwest Quadrant Wealth Management
Oregon
$233M +$14.4M +7% 0.36% 36.7% 66 7.58%
RWA
3161
Redhawk Wealth Advisors
Minnesota
$233M -$18.4M -7% 1.09% 111% 514 78.02%
CBTWT
3162
Community Bank & Trust (Waco, Texas)
Texas
$233M -$338K -0.1% 2.36% 76.6% 136 5.15%
GPSPJS
3163
General Pension Society PZU Joint Stock
Poland
$233M -$11.5M -5% 0.34% 112% 15 6.67%
NPCM
3164
North Peak Capital Management
New York
$233M +$54.8M +31% 5.37% 21.6% 15 66.67%
TAM
3165
Tealwood Asset Management
Minnesota
$233M -$13.1M -5% 0.31% 121% 102 13.73%
BA
3166
BCM Advisors
Louisiana
$232M +$13.8M +6% 2.89% 59.3% 40 10%
BCC
3167
Bridge City Capital
Oregon
$232M +$50.6M +28% 2.9% 76.9% 92 4.35%
WF
3168
WoodTrust Financial
Wisconsin
$232M +$9.83M +4% 1.7% 71.9% 76 9.21%
SHJ
3169
Sharkey, Howes & Javer
Colorado
$232M +$11.5M +5% 1.19% 54.6% 222 76.58%
CI
3170
Cavalier Investments
Georgia
$232M -$7.43M -3% 1.07% 154% 134 31.34%
TL
3171
TrueWealth LLC
Georgia
$232M +$6.71M +3% 3.45% 766 7.7%
SFPM
3172
Sensible Financial Planning & Management
Massachusetts
$232M -$2.1M -0.9% 1.8% 24.5% 36 11.11%
NI
3173
NYL Investors
New York
$232M +$43.4M +23% 0.11% 7.55% 28 14.29%
BFO
3174
Biltmore Family Office
North Carolina
$232M +$46.8M +25% 1.22% 73.5% 181 16.57%
BPA
3175
Beacon Pointe Advisors
California
$232M -$42.5M -16% 1.22% 65.3% 210 22.38%