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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
FCM
3476
Ferox Capital Management
United Kingdom
$236M -$29.2M -11% 0.2% 2.07% 46 6.52%
BO
3477
Bach Option
Hong Kong
$236M -$13.2M -5% 8.07% 30.6% 82 45.12%
UF
3478
Univest Financial
Pennsylvania
$236M -$75.8M -24% 7.25% 82.6% 136 46.32%
TA
3479
TRB Advisors
New York
$236M +$116M +96% 13% 64% 12 8.33%
BOS
3480
Bank of Stockton
California
$236M +$7.18M +3% 6.37% 92.3% 110 8.18%
CM
3481
Cornerstone Management
Georgia
$236M +$17.5M +8% 4.44% 40% 43 11.63%
SCM
3482
Stanley Capital Management
Texas
$236M +$31.2M +15% 14.8% 158% 35 11.43%
RAM
3483
Redmond Asset Management
Virginia
$236M +$10.2M +5% 7.28% 61.5% 158 8.23%
TCPWM
3484
Traverso Chambers Private Wealth Management
California
$235M +$26.1M +12% 4.7% 16.4% 107 10.28%
CBFP
3485
Cedar Brook Financial Partners
Ohio
$235M +$8.54M +4% 8.2% 47% 333 21.32%
SWM
3486
Sugarloaf Wealth Management
Georgia
$235M 4.8% 10.2% 725
TCMG
3487
TSP Capital Management Group
New Jersey
$235M +$34.3M +17% 24.3% 178% 54 0%
HC
3488
HNP Capital
New York
$235M +$52.5M +29% 5.93% 52.4% 117 8.55%
SAM
3489
Summit Asset Management
Tennessee
$234M +$19.8M +9% 6.92% 48.9% 129 15.5%
PFM
3490
Peak Financial Management
Massachusetts
$234M +$9.31M +4% 5.86% 51.8% 59 11.86%
TPM
3491
Totem Point Management
New York
$234M +$52.7M +29% 15.4% 577% 19 31.58%
FCM
3492
Firestone Capital Management
Florida
$234M 5.23% 51.6% 453
S
3493
Surevest
California
$234M +$30.9M +15% 6.05% 24.6% 150 14%
AO
3494
Allen Operations
New York
$234M +$28M +14% 8.32% 218% 31 19.35%
FCC
3495
Florin Court Capital
United Kingdom
$234M +$96.9M +71% 5.36% 108% 31 16.13%
BI
3496
Bulldog Investors
New Jersey
$234M +$11M +5% 3.17% 22.5% 185 30.27%
PFG
3497
PAX Financial Group
Texas
$234M 5.86% 56% 114
5L
3498
55I LLC
Massachusetts
$234M +$29M +14% 5.86% 10.2% 153 29.41%
BPCA
3499
Bank Pictet & Cie (Asia)
Singapore
$234M +$12M +5% 7.52% 30.4% 92 15.22%
AIM
3500
AMI Investment Management
Indiana
$233M +$18.2M +8% 7.6% 47.9% 75 6.67%