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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
OPTFSNA
3476
Old Point Trust & Financial Services N A
Virginia
$194M +$11.2M +6% 6.63% 72.6% 72 2.78%
PFP
3477
Patriot Financial Partners
Pennsylvania
$194M -$6.08M -3% 1.06% 16.6% 10 20%
AC
3478
Athanor Capital
New York
$193M -$58.8M -23% 7.36% 171% 63 66.67%
CA
3479
CastleArk Alternatives
Illinois
$193M +$6.81M +4% 5.11% 46 13.04%
CWM
3480
Confluence Wealth Management
Oregon
$193M +$4.09M +2% 5.13% 31.9% 125 9.6%
BHA
3481
Beech Hill Advisors
New York
$193M +$14.3M +8% 5.48% 105% 82 21.95%
TCM
3482
Talara Capital Management
New Jersey
$193M +$12.9M +7% 0.56% 17.4% 17 5.88%
AIM
3483
AMI Investment Management
Indiana
$193M +$3.67M +2% 5.94% 47.9% 65 10.77%
GCA
3484
GSI Capital Advisors
California
$192M +$892K +0.5% 0.15% 39.7% 36 41.67%
SC
3485
Spitfire Capital
California
$192M -$15.5M -7% 0.66% 25.9% 19 5.26%
ACM
3486
Ailanthus Capital Management
New York
$192M -$12.7M -6% 4.03% 20 55%
CCC
3487
Chelsea Counsel Company
California
$192M +$23.9M +14% 8.72% 106% 80 10%
CCM
3488
Crestwood Capital Management
New York
$192M +$6.4M +3% 7.47% 203% 27 25.93%
KA
3489
Kaizen Advisory
Illinois
$192M -$5.2M -3% 6.11% 633 18.48%
LK
3490
Lumbard & Kellner
New Hampshire
$192M +$20.6M +12% 4.83% 137% 85 10.59%
LCM
3491
Liberty Capital Management
Michigan
$191M +$20.5M +12% 8.4% 115 14.78%
BCM
3492
Blume Capital Management
California
$191M +$8.08M +4% 6.62% 96.9% 206 7.77%
HIS
3493
Horizon Investment Services
Indiana
$191M -$9.82M -5% 6.04% 250% 113 30.97%
SHJ
3494
Sharkey, Howes & Javer
Colorado
$191M +$11M +6% 4.53% 54.6% 239 8.79%
JWM
3495
Janiczek Wealth Management
Colorado
$191M +$1.59M +0.8% 1.86% 16.4% 180 18.33%
JWS
3496
Juncture Wealth Strategies
Arizona
$191M +$4.33M +2% 2.1% 71.5% 114 11.4%
DAM
3497
Doheny Asset Management
California
$191M +$6.63M +4% 4.56% 135% 106 11.32%
PCI
3498
Pacifica Capital Investments
Texas
$191M +$16M +9% 11.1% 70.4% 21 4.76%
CWM
3499
CMH Wealth Management
New Hampshire
$191M +$16M +9% 6.02% 76.6% 64 21.88%
BA
3500
BCM Advisors
Louisiana
$191M +$9.65M +5% 1.97% 59.3% 39 15.38%