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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
PPP
3376
Private Portfolio Partners
New Jersey
$247M +$30.2M +14% 7.69% 16.9% 214 11.68%
CYG
3377
Clean Yield Group
Vermont
$247M +$15.2M +7% 6.36% 44.8% 382 15.71%
PLFAM
3378
Pineno Levin & Ford Asset Management
Virginia
$247M +$17.6M +8% 7.58% 81.6% 104 9.62%
CH
3379
CVI Holdings
Delaware
$246M -$23.7M -9% 20.5% 25.8% 135 87.41%
CGC
3380
Continental Grain Company
New York
$246M +$23.1M +10% 9.26% 5.22% 9 0%
WPC
3381
White Pine Capital
Minnesota
$246M +$9.86M +4% 7.05% 100% 219 5.48%
SGCA
3382
Steel Grove Capital Advisors
Tennessee
$246M +$22.7M +10% 8.78% 93% 119 11.76%
PP
3383
PDS Planning
Ohio
$246M +$24.9M +11% 9.29% 48.6% 145 11.72%
SFS
3384
Summit Financial Strategies
Ohio
$245M +$20.5M +9% 7.75% 57.8% 75 12%
SF
3385
Symphony Financial
Texas
$245M +$38.4M +19% 7.59% 71.2% 162 33.33%
HJIM
3386
Henry James International Management
New York
$245M +$5.99M +3% 6.25% 123% 128 7.03%
OBWP
3387
O'Brien Wealth Partners
Massachusetts
$245M +$4.63M +2% 8.11% 56.7% 38 26.32%
T
3388
TRUADVICE
Florida
$245M 6.32% 21.6% 201
FMTC
3389
Farmers & Merchants Trust Company
California
$245M +$23M +10% 7.41% 61% 148 10.14%
SFPM
3390
Sensible Financial Planning & Management
Massachusetts
$244M +$11.5M +5% 3.24% 24.5% 38 7.89%
TCMG
3391
TSP Capital Management Group
New Jersey
$244M +$10.3M +4% 10.5% 171% 54 0%
PA
3392
Perennial Advisors
New York
$244M +$9.15M +4% 11.4% 230 67.83%
BBPWM
3393
Blue Bell Private Wealth Management
Pennsylvania
$244M +$29.1M +14% 7.06% 53.3% 219 33.33%
APC
3394
Aspire Private Capital
North Carolina
$244M +$29.1M +14% 5.68% 49.6% 529 51.98%
ACM
3395
Argyle Capital Management
Pennsylvania
$244M +$5.75M +2% 6.21% 95.8% 125 1.6%
CH
3396
Canton Hathaway
Rhode Island
$244M +$90.8M +59% 16.1% 76.5% 298 56.71%
WC
3397
Winmill & Co
New York
$244M -$5.28M -2% 4.76% 106% 105 7.62%
EML
3398
Eos Management LP
New York
$244M -$41.8M -15% 1.41% 151% 26 0%
HAS
3399
HBW Advisory Services
California
$244M +$28.5M +13% 9.18% 62.1% 242 43.8%
WCA
3400
Westover Capital Advisors
Delaware
$244M +$30.4M +14% 10.4% 117% 137 24.09%