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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
PTB
3676
Pioneer Trust Bank
Oregon
$391M +$20.6M +6% 7.44% 61.4% 77 2.6%
PCM
3677
Poehling Capital Management
Wisconsin
$391M +$25.6M +7% 6.61% 70.9% 138 8.7%
RSS
3678
Rosenblum Silverman Sutton
California
$391M +$17.5M +5% 6.08% 95.4% 80 10%
GWM
3679
GSB Wealth Management
Connecticut
$391M +$24.3M +7% 7% 61.8% 241 13.28%
HPC
3680
Hobart Private Capital
North Carolina
$391M +$39.3M +11% 5.25% 52.5% 88 17.05%
BAM
3681
Brilliance Asset Management
Hong Kong
$391M -$7.44M -2% 15.1% 60.8% 15 40%
AC
3682
AMANSA Capital
Singapore
$391M +$9.72M +3% 6.83% 86% 3 33.33%
NHFG
3683
New Harbor Financial Group
Massachusetts
$390M +$58.7M +18% 9.47% 80.6% 78 29.49%
SCA
3684
Stokes Capital Advisors
South Carolina
$390M +$30.7M +9% 8.65% 54.5% 77 5.19%
RW
3685
REDW Wealth
New Mexico
$390M +$8.53M +2% 6.13% 54.1% 165 7.27%
SFCL
3686
Strengthening Families & Communities LLC
Massachusetts
$390M +$41.5M +12% 8.23% 82.7% 644 13.04%
RWMH
3687
Riverpoint Wealth Management Holdings
Illinois
$390M +$29.9M +8% 7.45% 53.6% 51 1.96%
KHCM
3688
Kettle Hill Capital Management
New York
$390M -$6.84M -2% 5.92% 24% 66 75.76%
PIM
3689
Progressive Investment Management
Oregon
$390M +$12.5M +3% 5.41% 86.3% 61 4.92%
PFA
3690
Pathway Financial Advisors
Vermont
$390M +$19.4M +5% 6.01% 48.4% 177 11.3%
VAS
3691
Valicenti Advisory Services
New York
$389M +$16.9M +5% 6.77% 119% 78 14.1%
TLP
3692
Trinity Legacy Partners
Texas
$389M +$37.6M +11% 5.69% 63.3% 109 17.43%
MMG
3693
Monetary Management Group
Missouri
$389M +$10.9M +3% 5.64% 99.8% 334 5.99%
EG
3694
Enstar Group
Bermuda
$389M +$39.7M +11% 12.5% 36% 7 0%
FVCM
3695
F&V Capital Management
Florida
$389M +$46.1M +13% 11.7% 107% 53 1.89%
FTA
3696
Financial & Tax Architects
Missouri
$389M +$16M +4% 8.84% 46.1% 98 19.39%
HF
3697
Halpern Financial
Virginia
$389M +$24.8M +7% 6.71% 26.3% 250 20%
BBP
3698
Banco BTG Pactual
Brazil
$389M -$252M -39% 5.14% 142% 225 59.11%
CC
3699
Cypress Capital
Tennessee
$388M -$10.8M -3% 4.55% 39.8% 395 80.25%
MA
3700
MSA Advisors
California
$388M +$38.8M +11% 8.68% 30 13.33%