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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 Avg Holding
Period (Yrs)
CFG
3626
Cambridge Financial Group
Ohio
$184M -$4.17M -2% 3.62% – 33 12.12% 2.9
IVGAI
3627
Index Venture Growth Associates II
Jersey
$184M -$150M -45% 34.5% – 3 33.33% 0.5
Pinnacle Wealth Planning Services
3628
Pinnacle Wealth Planning Services
Ohio
$184M +$18M +11% 1.05% 82.1% 220 26.36% 1.1
SM
3629
Soapstone Management
Maryland
$184M -$356K -0.2% 6.45% 30.3% 22 40.91% 1
TFM
3630
Trimaran Fund Management
New York
$184M +$5.02M +3% 2.81% 82.8% 1 0% 4.8
Tolleson Wealth Management
3631
Tolleson Wealth Management
Texas
$183M +$38.4M +26% 1.63% 56.2% 62 29.03% 0.5
MP
3632
Marlowe Partners
New York
$183M +$10.4M +6% 5.26% 16.3% 22 59.09% 0.6
MIC
3633
Meridian Investment Counsel
California
$183M +$2.36M +1% 0.95% 116% 184 7.61% 4.3
CNC
3634
Citizens & Northern Corp
Pennsylvania
$183M +$3.37M +2% 2.26% 73.3% 107 10.28% 3.9
SI
3635
SCP Investment
California
$183M +$5.34M +3% 1.01% 32.8% 83 50.6% 0.4
SCM
3636
Sitrin Capital Management
California
$183M -$4.44M -2% 2.52% 128% 42 21.43% 2.1
S
3637
SimplyRich
California
$183M +$2.11M +1% 2.81% 98.3% 158 6.96% 0.9
GCM
3638
Grisanti Capital Management
New York
$183M -$442K -0.2% 2.51% 17.9% 64 26.56% 2.6
GPA
3639
Guidance Point Advisors
Massachusetts
$183M +$5.81M +3% 1.76% 71.8% 63 7.94% 0.7
LK
3640
Lumbard & Kellner
New Hampshire
$183M -$3.42M -2% 0.79% 137% 84 10.71% 3.5
FPC
3641
Falcon Point Capital
California
$183M -$3.41M -2% 0.01% 119% 127 33.07% 1.8
GCM
3642
Greywolf Capital Management
New York
$182M +$6.81M +4% 23.1% 174% 8 25% 2.5
VDFA
3643
Vickerman & Driscoll Financial Advisors
Washington
$182M +$1.84M +1% 0.73% – 68 0% 1.5
WCM
3644
Whitener Capital Management
North Carolina
$182M +$6.45M +4% 2.71% 112% 540 14.63% 1
MHP
3645
Manatuck Hill Partners
Connecticut
$182M -$32M -15% 0.6% 556% 117 40.17% 1.7
HC
3646
HNP Capital
New York
$182M +$11.6M +7% 2.17% 52.4% 117 12.82% 0.7
HCM
3647
HGI Capital Management
New York
$182M -$38.2M -17% 2.37% 47% 78 37.18% 0.7
Inscription Capital
3648
Inscription Capital
Texas
$182M +$48.2M +36% 1.53% – 150 38.67% 0.5
CWAG
3649
Compton Wealth Advisory Group
Virginia
$182M -$13.1M -7% 3.11% 76.1% 71 11.27% 0.7
ANRIA
3650
American National Registered Investment Advisor
Texas
$182M +$3.43M +2% 1.83% 95.8% 221 7.24% 4.5