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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
PFMOSF
3451
Philadelphia Financial Management of San Francisco
California
$330M -$55.5M -14% 35.6% 209% 84 75%
WIS
3452
Wright Investors Service
Connecticut
$330M +$38.9M +13% 11.7% 146% 172 31.98%
LFA
3453
Lighthouse Financial Advisors
Maryland
$330M +$35.2M +12% 4.34% 123 21.95%
RAM
3454
Riggs Asset Management
Pennsylvania
$330M +$4.45M +1% 7.46% 207% 309 14.89%
AFIA
3455
America First Investment Advisors
Nebraska
$330M -$827K -0.3% 6.92% 78.2% 79 5.06%
SC
3456
Saybrook Capital
North Carolina
$329M +$17M +5% 5.52% 67.1% 51 3.92%
BCP
3457
Bayberry Capital Partners
New York
$329M -$27.9M -8% 7.35% 99.7% 22 45.45%
CNBTD
3458
Citizens National Bank Trust Department
Mississippi
$329M +$23.5M +8% 7.74% 114% 141 7.8%
ROC
3459
Running Oak Capital
Minnesota
$329M +$29.5M +10% 8.36% 32.7% 69 18.84%
PWS
3460
Paragon Wealth Strategies
Florida
$329M +$38.4M +13% 5.74% 59.8% 47 42.55%
TAS
3461
TIFF Advisory Services
Pennsylvania
$329M +$24.4M +8% 7.22% 85.9% 23 30.43%
JHCM
3462
Juniper Hill Capital Management
California
$329M +$219M +198% 0.98% 33.6% 6 50%
BBPWM
3463
Blue Bell Private Wealth Management
Pennsylvania
$328M +$38.3M +13% 6.75% 62.5% 188 25.53%
GI
3464
Glovista Investments
New Jersey
$328M +$20.8M +7% 2.91% 2.48% 130 33.85%
MFS
3465
McNamara Financial Services
Massachusetts
$328M +$32.5M +11% 3.88% 42.6% 52 9.62%
GAM
3466
Gould Asset Management
California
$328M -$734K -0.2% 3.03% 42.8% 158 11.39%
EG
3467
Enstar Group
Bermuda
$327M +$3.83M +1% 5.23% 29.5% 12 0%
ECML
3468
Eagle Capital Management (Louisiana)
Louisiana
$327M +$48.9M +18% 2.84% 93.6% 48 18.75%
TEE
3469
Tibra Equities Europe
United Kingdom
$327M -$651M -67% 7.06% 143% 154 93.51%
WLIM
3470
White Lighthouse Investment Management
Massachusetts
$327M +$13.4M +4% 3.09% 55.3% 118 5.93%
FPIS
3471
Financial Planning & Information Services
Wisconsin
$326M +$29.4M +10% 9.76% 13% 71 7.04%
MAP
3472
Madison Avenue Partners
New York
$326M +$51.5M +19% 15% 284% 16 37.5%
PC
3473
Packer & Co
Australia
$326M +$26.3M +9% 4.79% 4 0%
DBIA
3474
Dumont & Blake Investment Advisors
New Jersey
$326M +$33.2M +11% 8.69% 78.3% 213 11.74%
SM
3475
Scoggin Management
New York
$326M -$116M -26% 1.64% 889% 69 71.01%