We are live on ! Find out more

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 Avg Holding
Period (Yrs)
PSF
3476
Pacific Sun Financial
California
$183M – – 4.4% 70.3% 141 – 0
SAM
3477
Sequent Asset Management
Texas
$182M +$11.1M +6% 1.8% 51.3% 67 17.91% 2.8
WCA
3478
Westover Capital Advisors
Delaware
$182M +$12.1M +7% 5.51% 133% 131 24.43% 1.4
NFGCM
3479
Norman Fields Gottscho Capital Management
New York
$182M +$15.8M +9% 8.8% 96.9% 76 11.84% 2.5
PHAM
3480
Palisades Hudson Asset Management
Florida
$182M +$5.87M +3% 5.75% 66.8% 109 3.67% 3.1
CIP
3481
CAS Investment Partners
Connecticut
$182M – – 13.1% 527% 7 – 0
PA
3482
Prism Advisors
California
$181M – – 4.35% 54.6% 53 – 0
BIC
3483
Bridges Investment Counsel
Nebraska
$181M +$1.4M +0.8% 7.14% 33.7% 131 3.82% 3.5
CCM
3484
Canal Capital Management
Virginia
$181M +$11.6M +7% 5.78% 67.8% 126 14.29% 1.5
EM
3485
ELCO Management
New York
$181M +$3.51M +2% 5% 98.4% 153 15.69% 0.9
CFMC
3486
Curbstone Financial Management Corp
New Hampshire
$181M -$164M -48% 4.7% 63.3% 170 8.24% 2.8
DR
3487
Davis Rea
Ontario, Canada
$181M +$11M +7% 5.32% 66.9% 46 10.87% 3
CA
3488
Cumberland Advisors
Florida
$181M +$17.7M +11% 4.47% 73.5% 47 19.15% 1.3
PWMAG
3489
Pinnacle Wealth Management Advisory Group
New Jersey
$181M +$9.01M +5% 5.41% 80.5% 153 10.46% 2
AC
3490
Adelphi Capital
United Kingdom
$181M +$21.2M +13% 1.85% – 2 0% 3
SFG
3491
SevenBridge Financial Group
Pennsylvania
$181M +$6.28M +4% 6.7% 81.7% 706 19.69% 1.3
GCA
3492
GSI Capital Advisors
California
$181M +$15.4M +9% 2.69% 39.7% 42 42.86% 0.4
Pathstone Family Office
3493
Pathstone Family Office
New Jersey
$181M +$69.7M +63% 6.5% 38.9% 225 50.67% 1
PCC
3494
Park Circle Company
Maryland
$181M +$6.25M +4% 6.66% 70.5% 94 21.28% 1.7
HWM
3495
Holloway Wealth Management
Florida
$181M +$20.1M +13% 4.17% 50.7% 253 0% 0.8
PMFA
3496
Plante Moran Financial Advisors
Michigan
$181M +$12.3M +7% 6.55% 62.8% 939 18.42% 2.5
BRA
3497
Bender Robert & Associates
California
$180M +$6.46M +4% 7.49% 116% 51 5.88% 3.9
JHP
3498
James Hambro & Partners
United Kingdom
$180M – – 4.02% 79.2% 25 – 0
SWP
3499
Strategic Wealth Partners
Ohio
$180M – – 3.76% – 747 – 0
CCM
3500
CrestPoint Capital Management
Missouri
$180M -$44.1M -20% 6.89% 42.6% 232 27.16% 1.9