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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
CFSG
3301
Community Financial Services Group
Vermont
$568M +$23.6M +4% 0.18% 460 78.48%
ACM
3302
ASK Capital Management
California
$568M -$185M -25% 10.5% 4 0%
BRIM
3303
Broad Run Investment Management
Virginia
$568M +$29.4M +5% 0.82% 202% 25 8%
NHFG
3304
New Harbor Financial Group
Massachusetts
$567M +$21.7M +4% 8.47% 80.6% 67 31.34%
PPW
3305
Presilium Private Wealth
Pennsylvania
$567M +$19.9M +4% 0.78% 41.7% 78 6.41%
PAM
3306
Peak Asset Management
Colorado
$567M -$20.6M -4% 2.86% 70.1% 159 9.43%
KJWM
3307
Kiley Juergens Wealth Management
Washington
$567M +$104M +22% 1.24% 106% 235 68.51%
MWM
3308
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 4.47% 119% 162 32.1%
BCMLT
3309
Beacon Capital Management LLC (Tennessee)
Tennessee
$567M -$78.4M -12% 4.35% 72% 178 17.98%
SAM
3310
Satovsky Asset Management
New York
$566M +$50.5M +10% 1.14% 53.6% 75 6.67%
EL
3311
Essex LLC
Illinois
$566M +$1.86M +0.3% 0.06% 89.1% 187 9.09%
GWI
3312
Grace & White Inc
New York
$566M +$5.37M +1% 3.66% 61.5% 138 2.17%
FG
3313
Foresight Group
United Kingdom
$566M -$98.2M -15% 4.38% 65 20%
ANB
3314
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 1.25% 56.3% 94 18.09%
SFO
3315
Stenger Family Office
Illinois
$566M +$81.7M +17% 2.91% 124 25%
GPTE
3316
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 6.16% 140% 33 24.24%
PEP
3317
Providence Equity Partners
Rhode Island
$565M -$106M -16% 4.15% 10.6% 3 0%
OC
3318
Opal Capital
Florida
$565M +$164M +41% 5.39% 245 66.12%
LC
3319
Lavaca Capital
Texas
$564M -$54.3M -9% 6.18% 32% 303 11.55%
KBG
3320
Kahn Brothers Group
New York
$564M -$638K -0.1% 3.31% 51.6% 55 14.55%
AHSW
3321
Adventist Health System West
California
$564M -$31M -5% 2.11% 60.2% 13 38.46%
PSC
3322
Patient Square Capital
California
$564M +$96.5M +21% 18.2% 329% 35 37.14%
TCP
3323
ThornTree Capital Partners
Massachusetts
$564M -$34.4M -6% 3.8% 206% 19 36.84%
KF
3324
KKM Financial
Illinois
$563M -$133K -0% 1.49% 170 1.18%
AAS
3325
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 0.55% 44.8% 181 18.23%