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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
PFMOSF
3526
Philadelphia Financial Management of San Francisco
California
$335M +$4.42M +1% 9.78% 174% 60 60%
CBN
3527
Cadence Bank NA
Texas
$334M +$17.1M +5% 6.62% 33.3% 214 5.61%
RGC
3528
Roberts, Glore & Co
Illinois
$334M +$14.5M +5% 6.57% 59.4% 202 6.44%
EPM
3529
Equitec Proprietary Markets
Illinois
$334M 21% 527% 288
SAMC
3530
Spectrum Asset Management (California)
California
$334M +$9.45M +3% 5.25% 56.5% 129 16.28%
IF
3531
Ironwood Financial
Arizona
$333M +$26.5M +9% 5.69% 48.8% 605 5.95%
GLCM
3532
Greenlea Lane Capital Management
Connecticut
$333M +$94.5M +40% 18.2% 119% 11 18.18%
CDIA
3533
Capital Directions Investment Advisors
Georgia
$333M +$26.9M +9% 6.38% 7.53% 426 99.53%
GC
3534
GFG Capital
Florida
$333M +$43.3M +15% 9.26% 128% 131 11.45%
PC
3535
Permit Capital
Pennsylvania
$333M +$39.3M +13% 12.6% 76% 23 4.35%
AIA
3536
Alera Investment Advisors
Illinois
$333M +$29.1M +10% 6.8% 28.9% 96 10.42%
CAN
3537
Claraphi Advisory Network
United States
$332M -$30.7M -8% 7.22% 88.3% 350 20.57%
PCM
3538
Pinz Capital Management
New York
$332M -$45.8M -12% 13.2% 199% 621 90.5%
MMG
3539
Monetary Management Group
Missouri
$332M +$13.9M +4% 9.7% 99.8% 322 8.07%
AFM
3540
Andesa Financial Management
Pennsylvania
$332M +$24.8M +8% 5.95% 73.6% 157 13.38%
EWP
3541
Engrave Wealth Partners
Texas
$332M +$83.2M +33% 6.98% 39.9% 87 35.63%
BOS
3542
Bank of Stockton
California
$331M +$30.3M +10% 6.01% 92.3% 127 8.66%
XWM
3543
Xcel Wealth Management
Florida
$331M +$50.9M +18% 9.2% 93.7% 146 15.07%
Legacy Financial Group (Iowa)
3544
Legacy Financial Group (Iowa)
Iowa
$331M +$43.3M +15% 4.62% 34.4% 72 27.78%
SPIO
3545
Seven Post Investment Office
California
$331M +$44.9M +16% 10.8% 52.6% 49 14.29%
EPA
3546
Element Pointe Advisors
Florida
$331M +$32.7M +11% 8.02% 54.9% 138 27.54%
MHP
3547
Manatuck Hill Partners
Connecticut
$331M +$35.4M +12% 12.1% 424% 181 66.85%
BSWM
3548
Boston Standard Wealth Management
Massachusetts
$331M +$23.2M +8% 4.96% 42.9% 37 0%
CCT
3549
Capital City Trust
Florida
$330M +$15.6M +5% 6.57% 78% 126 10.32%
HCC
3550
Hill City Capital
Massachusetts
$330M +$88.9M +37% 5.32% 153% 19 15.79%