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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
3326
Corbenic Partners
Pennsylvania
$382M -$10.3M -3% 5.24% 288 20.83%
CA
3327
Capital Advantage
California
$381M +$14.5M +4% 4.4% 44.4% 119 71.43%
IPW
3328
Inlet Private Wealth
Florida
$381M +$31.9M +9% 6.71% 100% 133 8.27%
FCA
3329
FinTrust Capital Advisors
South Carolina
$381M +$34.7M +10% 6.53% 23.6% 1,250 14.56%
BPGAM
3330
BTG Pactual Global Asset Management
Bermuda
$381M +$10.7M +3% 10.9% 88.9% 93 59.14%
BEP
3331
Brookside Equity Partners
Connecticut
$381M -$192M -33% 30.6% 87.4% 7 0%
NB
3332
Nicolet Bankshares
Wisconsin
$380M +$18.2M +5% 3.94% 75.5% 211 6.64%
NI
3333
NFC Investments
Tennessee
$380M +$4.73M +1% 7.82% 50 14%
NAMP
3334
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380M +$28.9M +8% 9.95% 73.1% 145 4.83%
HAS
3335
HBW Advisory Services
California
$380M +$4.64M +1% 6.1% 62.1% 284 26.06%
SNB
3336
Security National Bank
Nebraska
$380M +$39.8M +12% 11.1% 113% 100 6%
SL
3337
Systelligence LLC
Minnesota
$380M +$21.4M +6% 5.39% 57.3% 50 22%
PCM
3338
Punch Card Management
Florida
$380M +$17.8M +5% 5.62% 41% 3 0%
C
3339
Cliffwater
California
$380M -$40.3M -10% 5.28% 29.4% 24 0%
OWA
3340
Octavia Wealth Advisors
Ohio
$379M +$43.3M +13% 7.03% 67.9% 177 14.69%
LS
3341
Liquid Strategies
Georgia
$379M +$58M +18% 4.72% 46.8% 7 0%
GMA
3342
Goldstein Munger & Associates
California
$379M +$21.1M +6% 6.37% 11.9% 34 2.94%
EWF
3343
Epstein & White Financial
California
$379M +$35.6M +10% 6.29% 51% 100 21%
PSP
3344
Principal Street Partners
Tennessee
$379M -$396M -51% 6.2% 91% 228 25.44%
WF
3345
WoodTrust Financial
Wisconsin
$379M +$39.2M +12% 7.2% 71.9% 129 20.93%
IBT
3346
International Biotechnology Trust
United Kingdom
$379M +$697K +0.2% 5.7% 11.1% 70 25.71%
TGM
3347
Tenzing Global Management
California
$378M +$66.5M +21% 2.52% 273% 14 42.86%
HC
3348
HNP Capital
New York
$378M +$41M +12% 5.83% 52.4% 149 4.7%
SQA
3349
Simon Quick Advisors
New Jersey
$378M +$38M +11% 8.09% 69.5% 489 13.5%
FM
3350
Family Management
New York
$378M +$59.5M +19% 8.1% 69% 208 26.44%