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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
PFBT
3376
Parkside Financial Bank & Trust
Missouri
$319M +$31.7M +11% 15.3% 73.6% 1,711 9.18%
OQS
3377
Occudo Quantitative Strategies
Florida
$319M 31.9% 94.6% 629
SAM
3378
Synergy Asset Management
Washington
$318M 15.5% 97.3% 73
CF
3379
CNA Financial
Illinois
$318M +$45.8M +17% 23.2% 48.6% 212 24.06%
AW
3380
Avion Wealth
Texas
$318M +$20.6M +7% 7.46% 45.4% 384 26.82%
SIM
3381
Stratos Investment Management
Ohio
$318M +$42.5M +15% 10.5% 58.2% 113 2.65%
MCM
3382
Monarch Capital Management
Indiana
$318M +$30M +10% 12.4% 65% 104 4.81%
CFSG
3383
Community Financial Services Group
Vermont
$318M +$46.9M +17% 14.8% 90 4.44%
HPIA
3384
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 13.1% 79.3% 73 4.11%
IAA
3385
Ironsides Asset Advisors
North Carolina
$317M +$1.32M +0.4% 7.31% 44.9% 89 24.72%
NVCHI
3386
New Vernon Capital Holdings II
New Jersey
$317M +$44.6M +16% 18.7% 114% 58 58.62%
WCMN
3387
Westchester Capital Management (Nebraska)
Nebraska
$317M +$35M +12% 13.8% 107% 56 23.21%
SIG
3388
Sargent Investment Group
Maryland
$317M +$41.8M +15% 24.2% 113% 199 22.11%
RWMH
3389
Riverpoint Wealth Management Holdings
Illinois
$317M +$41.3M +15% 14.6% 53.6% 82 8.54%
CM
3390
Cornerstone Management
Georgia
$316M +$12.3M +4% 8.55% 40% 49 12.24%
RCA
3391
Rowland Carmichael Advisors
Arizona
$316M +$60.9M +24% 12.7% 39% 395 16.2%
RCM
3392
Requisite Capital Management
Texas
$316M +$30.6M +11% 21% 41% 83 42.17%
OCM
3393
Ovata Capital Management
Hong Kong
$316M +$35.2M +13% 7.31% 69.1% 87 64.37%
SRAM
3394
Spouting Rock Asset Management
Pennsylvania
$316M +$107M +51% 24% 74.7% 209 53.11%
BRC
3395
Bishop Rock Capital
New York
$316M +$18.4M +6% 8.67% 35.4% 29 24.14%
FCA
3396
FinTrust Capital Advisors
South Carolina
$315M -$197M -39% 15.1% 23.6% 1,204 15.61%
SNB
3397
Security National Bank
Nebraska
$315M +$27.8M +10% 14% 113% 75 8%
SIC
3398
SFE Investment Counsel
California
$315M +$63.9M +25% 22.7% 105% 116 11.21%
ECM
3399
EagleClaw Capital Management
Massachusetts
$314M +$29M +10% 15.2% 104% 134 11.19%
TWP
3400
TFO Wealth Partners
Ohio
$314M +$54.9M +21% 15.4% 63.6% 184 70.11%