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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
CP
3276
Corbenic Partners
Pennsylvania
$136M +$8.35M +7% 2.37% 229 39.74%
PMFA
3277
Plante Moran Financial Advisors
Michigan
$136M +$21.6M +19% 4.34% 50.3% 903 19.71%
KFP
3278
Keystone Financial Planning
Ohio
$136M +$3.08M +2% 1.23% 34.1% 49 16.33%
HKIM
3279
Hayek Kallen Investment Management
Alabama
$135M +$3.96M +3% 3.25% 68.5% 61 4.92%
DJC
3280
Daily Journal Corp
California
$135M +$2.78M +2% 5.44% 108% 4 0%
AI
3281
ArchPoint Investors
Florida
$135M +$17M +14% 5.64% 98.2% 153 32.68%
ACM
3282
ADI Capital Management
New York
$135M 8.57% 113% 21
LI
3283
LVZ Inc
Michigan
$135M +$682K +0.5% 1.74% 47.1% 31 35.48%
LI
3284
Longer Investments
Arkansas
$135M +$11.2M +9% 2.83% 20.4% 47 38.3%
UONDDL
3285
University of Notre Dame du Lac
Indiana
$135M 3.28% 5
FPCP
3286
Fort Point Capital Partners
California
$135M +$1.34M +1% 0.93% 53.4% 81 49.38%
AC
3287
AYM Capital
New York
$134M -$2.96M -2% 5.75% 58 27.59%
PVWM
3288
Point View Wealth Management
New Jersey
$134M +$16.5M +14% 3.59% 27% 199 10.55%
NFG
3289
Noven Financial Group
Colorado
$134M -$3.14M -2% 5% 45.1% 49 57.14%
AIM
3290
Advantage Investment Management
Iowa
$134M 3.15% 28.6% 806
PO
3291
Private Ocean
California
$134M -$1.67M -1% 0.23% 2.82% 237 24.05%
BPCM
3292
Booth Park Capital Management
New York
$134M 4.68% 27
LIM
3293
Loudon Investment Management
New Hampshire
$134M -$6.61M -5% 0.36% 50.1% 82 8.54%
MSDF
3294
Michael & Susan Dell Foundation
New York
$134M +$13.3M +11% 10% 120% 8 25%
ATC
3295
Adirondack Trust Company
New York
$134M +$1.84M +1% 3.75% 84.9% 356 8.43%
CM
3296
CoreCommodity Management
Connecticut
$134M -$58.9M -31% 10.5% 74.3% 197 20.3%
OAJ
3297
Ogorek Anthony Joseph
New York
$133M 1.19% 50.5% 50
GAM
3298
Garrison Asset Management
Arkansas
$133M $0 0% 4.41% 52.1% 85 0%
WCWM
3299
Wooster Corthell Wealth Management
Connecticut
$133M +$6.16M +5% 2.58% 39.1% 23 17.39%
JAM
3300
JW Asset Management
Florida
$133M 6.01% 126% 57