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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
SFS
3501
Summit Financial Strategies
Ohio
$197M +$18.8M +11% 12.7% 57.8% 63 17.46%
BFO
3502
Biltmore Family Office
North Carolina
$197M +$19.7M +11% 12.2% 78.1% 145 6.21%
TI
3503
Telemetry Investments
New York
$197M +$40M +26% 24.8% 77.4% 173 64.16%
AJ
3504
Ashburton (Jersey)
Jersey
$197M -$15.6M -7% 12.7% 69 24.64%
MC
3505
Mathes Company
New York
$196M +$37.9M +24% 15.7% 121% 138 17.39%
PBRA
3506
Pine Brook Road Advisors
New York
$196M +$12.8M +7% 7.89% 4 50%
YCM
3507
Yaupon Capital Management
New York
$196M +$45.8M +30% 13.9% 122% 46 60.87%
WSC
3508
Wellington Shields & Co
New York
$196M +$21.6M +12% 11.5% 109% 169 13.02%
GF
3509
Goodman Financial
Texas
$196M +$11.5M +6% 11% 52.5% 48 12.5%
SIAP
3510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$26.4M +16% 12% 97.5% 450 12%
BCCM
3511
Bridge Creek Capital Management
Massachusetts
$196M +$21.1M +12% 11.6% 76.5% 82 3.66%
HCM
3512
Horrell Capital Management
Arkansas
$196M +$8.12M +4% 12.4% 55.1% 203 12.81%
PFSC
3513
Peoples Financial Services Corp
Pennsylvania
$196M +$19.6M +11% 12% 93% 379 8.97%
LCM
3514
Lafitte Capital Management
Texas
$195M +$47.4M +32% 21.9% 55.2% 9 44.44%
HC
3515
Hendley & Co
Ohio
$195M +$23.7M +14% 13.5% 54.8% 57 10.53%
PFGIA
3516
Patriot Financial Group Insurance Agency
Massachusetts
$195M +$43M +28% 11.1% 87% 1,366 24.38%
CG
3517
Compass Group
New York
$195M +$16.2M +9% 19.8% 64.6% 15 20%
YEPV
3518
Yorktown Energy Partners VIII
New York
$195M +$7.71M +4% 8.95% 15.2% 3 0%
JAM
3519
JW Asset Management
Florida
$195M +$59M +43% 41.1% 251% 19 15.79%
AAM
3520
Arabesque Asset Management
United Kingdom
$195M +$92.6M +91% 22.3% 122% 111 48.65%
BW
3521
Biegel & Waller
Maryland
$194M +$25.2M +15% 12.5% 28.2% 79 10.13%
HWM
3522
Holloway Wealth Management
Florida
$194M +$13.8M +8% 8.96% 50.7% 220 0%
BOS
3523
Bank of Stockton
California
$194M +$29.4M +18% 12.5% 92.3% 110 15.45%
LA
3524
Lau Associates
Delaware
$194M +$14M +8% 10.6% 44.5% 104 17.31%
CIC
3525
Chase Investment Counsel
Virginia
$194M +$26.7M +16% 20.5% 350% 113 34.51%