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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
SFPM
3251
Sensible Financial Planning & Management
Massachusetts
$426M +$28.7M +7% 6.71% 24.5% 28 3.57%
PIFP
3252
Partners in Financial Planning
Virginia
$426M +$37.5M +10% 8.6% 38.9% 103 6.8%
OLA
3253
Oliver Luxxe Assets
New Jersey
$425M +$36M +9% 12.2% 137% 184 22.28%
AMCA
3254
Arthur M. Cohen & Associates
Illinois
$425M +$35M +9% 11.7% 110% 145 16.55%
CFS
3255
Commonwealth Financial Services
West Virginia
$425M +$88.4M +26% 8.76% 58.2% 210 21.9%
KC
3256
Keenan Capital
California
$424M -$142M -25% 22.2% 110% 10 10%
NCM
3257
Noesis Capital Mangement
Florida
$424M +$42.9M +11% 12.3% 128% 100 5%
LCG
3258
Lisanti Capital Growth
New York
$424M -$209M -33% 29.4% 1,490% 171 59.06%
SFG
3259
SevenBridge Financial Group
Pennsylvania
$423M +$36.4M +9% 9.33% 81.7% 193 5.7%
TF
3260
TLWM Financial
Texas
$423M +$45.9M +12% 9% 48% 74 12.16%
HCM
3261
Harspring Capital Management
New York
$422M +$44.8M +12% 19.2% 70.6% 19 15.79%
SAM
3262
Strategy Asset Managers
California
$422M +$39.5M +10% 10.2% 108% 240 10%
TC
3263
Toews Corporation
New Jersey
$421M +$256M +155% 7.16% 22% 111 95.5%
PWA
3264
Peterson Wealth Advisors
Utah
$421M +$49M +13% 9.45% 46.4% 67 11.94%
GC
3265
GPI Capital
New York
$421M -$87M -17% 11.8% 261% 8 37.5%
AAMA
3266
Advanced Asset Management Advisors
Ohio
$421M +$3.42M +0.8% 10.1% 82.5% 97 6.19%
AG
3267
Alibaba Group
Hong Kong
$421M -$57.2M -12% 11.2% 2.06% 9 0%
SFP
3268
Sweet Financial Partners
Minnesota
$420M +$42.8M +11% 9.71% 22.4% 188 12.23%
SPA
3269
Sentinel Pension Advisors
Massachusetts
$420M +$10.1M +2% 8.39% 46.5% 107 14.95%
SI
3270
Sapience Investments
California
$420M +$4.1M +1% 13.3% 54.9% 84 14.29%
JJBC
3271
James J. Burns & Company
New York
$420M +$47.5M +13% 10.6% 63.1% 122 16.39%
PAMI
3272
Perseverance Asset Management International
Cayman Islands
$420M +$33.4M +9% 16.6% 120% 20 25%
FA
3273
Fermata Advisors
California
$419M +$64.3M +18% 8.79% 49.3% 197 22.34%
TC
3274
TAP Consulting
Missouri
$419M +$30.3M +8% 6.54% 3.08% 149 26.17%
CCP
3275
Cyrus Capital Partners
New York
$419M +$26.4M +7% 22.3% 163% 8 12.5%