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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
SAM
3476
Sequent Asset Management
Texas
$182M +$11.1M +6% 1.8% 51.3% 67 17.91%
WCA
3477
Westover Capital Advisors
Delaware
$182M +$12.1M +7% 5.51% 133% 131 24.43%
NFGCM
3478
Norman Fields Gottscho Capital Management
New York
$182M +$15.8M +9% 8.8% 94% 76 11.84%
PHAM
3479
Palisades Hudson Asset Management
Florida
$182M +$5.87M +3% 5.75% 66.8% 109 3.67%
CIP
3480
CAS Investment Partners
Connecticut
$182M 13.1% 527% 7
PA
3481
Prism Advisors
California
$181M 4.35% 49.9% 53
BIC
3482
Bridges Investment Counsel
Nebraska
$181M +$1.4M +0.8% 7.14% 33.7% 131 3.82%
CCM
3483
Canal Capital Management
Virginia
$181M +$11.6M +7% 5.78% 67.8% 126 14.29%
EM
3484
ELCO Management
New York
$181M +$3.51M +2% 5% 93% 153 15.69%
CFMC
3485
Curbstone Financial Management Corp
New Hampshire
$181M -$164M -48% 4.7% 63.3% 170 8.24%
DR
3486
Davis Rea
Ontario, Canada
$181M +$11M +7% 5.32% 45.7% 46 10.87%
CA
3487
Cumberland Advisors
Florida
$181M +$17.7M +11% 4.47% 73.5% 47 19.15%
PWMAG
3488
Pinnacle Wealth Management Advisory Group
New Jersey
$181M +$9.01M +5% 5.41% 80.5% 153 10.46%
AC
3489
Adelphi Capital
United Kingdom
$181M +$21.2M +13% 1.85% 2 0%
SFG
3490
SevenBridge Financial Group
Pennsylvania
$181M +$6.28M +4% 6.7% 81.7% 706 19.69%
GCA
3491
GSI Capital Advisors
California
$181M +$15.4M +9% 2.69% 39.7% 42 42.86%
PFO
3492
Pathstone Family Office
New Jersey
$181M +$69.7M +63% 6.5% 38.9% 225 50.67%
PCC
3493
Park Circle Company
Maryland
$181M +$6.25M +4% 6.66% 70.5% 94 21.28%
HWM
3494
Holloway Wealth Management
Florida
$181M +$20.1M +13% 4.17% 50.7% 253 0%
PMFA
3495
Plante Moran Financial Advisors
Michigan
$181M +$12.3M +7% 6.55% 62.8% 939 18.42%
BRA
3496
Bender Robert & Associates
California
$180M +$6.46M +4% 7.49% 116% 51 5.88%
JHP
3497
James Hambro & Partners
United Kingdom
$180M 4.02% 79.2% 25
SWP
3498
Strategic Wealth Partners
Ohio
$180M 3.76% 747
CCM
3499
CrestPoint Capital Management
Missouri
$180M -$44.1M -20% 6.89% 42.6% 232 27.16%
PO
3500
Private Ocean
California
$179M +$15.2M +9% 1.04% 2.82% 453 62.25%