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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
CSPIA
4001
Cary Street Partners Investment Advisory
Virginia
$103M 13% 84.1% 103
PCM
4002
Pointe Capital Management
Michigan
$103M -$24M -19% 13.1% 57.6% 159 16.35%
RFWA
4003
RPg Family Wealth Advisory
Massachusetts
$103M -$30.1M -23% 13.2% 90.4% 284 30.99%
SCM
4004
Sterneck Capital Management
Missouri
$103M -$36M -26% 14.4% 52.9% 101 25.74%
KIA
4005
Kopp Investment Advisors
Minnesota
$103M -$16.3M -14% 8.2% 109% 63 11.11%
HAM
4006
Hammer Asset Management
California
$102M -$19.8M -16% 13.7% 49 10.2%
GSM
4007
Global Strategic Management
Puerto Rico
$102M 8.45% 28
G
4008
Gainplan
Michigan
$102M -$82.2M -45% 23.5% 93.3% 32 71.88%
KAH
4009
Kathryn A. Hall
$102M -$15.4M -13% 12.8% 95.2% 7 14.29%
NSB
4010
Norway Savings Bank
Maine
$102M -$12.7M -11% 9.88% 101% 267 8.99%
PWG
4011
Private Wealth Group
Florida
$102M +$4.83M +5% 1.15% 48.2% 27 33.33%
BMC
4012
Beaton Management Company
Massachusetts
$102M -$19.2M -16% 11.1% 79.9% 126 13.49%
AM
4013
Account Management
Massachusetts
$102M -$28.3M -22% 10.5% 74.9% 27 22.22%
PAM
4014
PVG Asset Management
Colorado
$102M -$38.1M -27% 11.3% 100 61%
BHBT
4015
Burke & Herbert Bank & Trust
Virginia
$102M -$16.2M -14% 10.7% 52.7% 132 6.06%
WA
4016
WP Advisors
California
$101M -$5.99M -6% 14.5% 89.7% 267 77.15%
CCIA
4017
Campbell & Co Investment Adviser
Maryland
$101M -$45.6M -31% 17.2% 25.1% 589 82%
MC
4018
Miles Capital
Iowa
$101M -$22M -18% 11% 15.4% 194 27.32%
ADBIC
4019
A.D. Beadell Investment Counsel
Wisconsin
$101M -$17.1M -14% 9.28% 74.9% 93 17.2%
CA
4020
Corrado Advisors
New Jersey
$101M -$52.3M -34% 14.7% 45.6% 114 38.6%
AC
4021
Athos Capital
Hong Kong
$101M -$86.7M -46% 5.43% 82.2% 39 69.23%
HAC
4022
Harbor Advisory Corp
New Hampshire
$101M -$14.4M -13% 10% 49.2% 41 4.88%
WA1
4023
Wimmer Associates 1
California
$101M -$19.2M -16% 11.8% 69.4% 108 8.33%
SWM
4024
Sequoia Wealth Management
Illinois
$101M -$15.5M -13% 13.5% 71 32.39%
LFS
4025
Legacy Financial Strategies
Kansas
$101M +$2.64M +3% 11.2% 67.1% 59 13.56%