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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
PC
3401
Permit Capital
Pennsylvania
$237M +$2M +0.9% 2.15% 76% 27 14.81%
BMC
3402
Benin Management Corp
Connecticut
$237M -$3.54M -1% 8.45% 76.3% 95 7.37%
CG
3403
CFO4Life Group
Texas
$237M +$13.5M +6% 7.29% 43.4% 144 15.28%
BBP
3404
Banco BTG Pactual
Brazil
$237M -$24.2M -9% 7.15% 142% 95 58.95%
GWMIA
3405
Global Wealth Management Investment Advisory
Florida
$236M +$17.8M +8% 5.54% 67.5% 751 25.83%
SHJ
3406
Sharkey, Howes & Javer
Colorado
$236M +$4.45M +2% 4.85% 54.6% 67 17.91%
FCM
3407
Ferox Capital Management
United Kingdom
$236M -$29.2M -11% 0.2% 2.07% 46 6.52%
BO
3408
Bach Option
Hong Kong
$236M -$13.2M -5% 8.07% 30.6% 82 45.12%
UF
3409
Univest Financial
Pennsylvania
$236M -$75.8M -24% 7.25% 60.6% 136 46.32%
TA
3410
TRB Advisors
New York
$236M +$116M +96% 13% 42.3% 12 8.33%
BOS
3411
Bank of Stockton
California
$236M +$7.18M +3% 6.37% 92.3% 110 8.18%
CM
3412
Cornerstone Management
Georgia
$236M +$17.5M +8% 4.44% 40% 43 11.63%
SCM
3413
Stanley Capital Management
Texas
$236M +$31.2M +15% 14.8% 101% 35 11.43%
RAM
3414
Redmond Asset Management
Virginia
$236M +$10.2M +5% 7.28% 59.1% 158 8.23%
TCPWM
3415
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 4.7% 16.4% 107 10.28%
CBFP
3416
Cedar Brook Financial Partners
Ohio
$235M +$8.54M +4% 8.2% 47% 333 21.32%
SWM
3417
Sugarloaf Wealth Management
Georgia
$235M 4.8% 10.2% 725
TCMG
3418
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 24.3% 171% 54 0%
HC
3419
HNP Capital
New York
$235M +$52.5M +29% 5.93% 52.4% 117 8.55%
SAM
3420
Summit Asset Management
Tennessee
$234M +$19.8M +9% 6.92% 43.3% 129 15.5%
PFM
3421
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 5.86% 51.8% 59 11.86%
TPM
3422
Totem Point Management
New York
$234M +$52.7M +29% 15.4% 375% 19 31.58%
FCM
3423
Firestone Capital Management
Florida
$234M 5.23% 43.3% 453
S
3424
Surevest
California
$234M +$30.9M +15% 6.05% 24.6% 150 14%
AO
3425
Allen Operations
New York
$234M +$28M +14% 8.32% 221% 31 19.35%