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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
CP
4026
Capital Planning
Washington
$225M +$48.5M +27% 79
HC
4027
Hendley & Co
Ohio
$225M +$8.07M +4% 57
PCM
4028
Princeton Capital Management
New Jersey
$225M -$3.45M -2% 99
FMN
4029
Financial Management Network
California
$225M +$22.3M +11% 144
H2CM
4030
H/2 Credit Manager
Connecticut
$225M +$35M +18% 13
BAM
4031
Baldrige Asset Management
Pennsylvania
$225M +$14.6M +7% 332
ACM
4032
Aquilo Capital Management
California
$225M -$13M -5% 15
TWM
4033
TMD Wealth Management
Arizona
$225M +$2.34M +1% 54
TFA
4034
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 116
CPIA
4035
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 173
CRWM
4036
Castle Rock Wealth Management
California
$224M +$25.3M +13% 235
WA
4037
WP Advisors
California
$224M +$2.83M +1% 111
PH
4038
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 231
MAG
4039
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 26
EPCA
4040
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 62
2C
4041
272 Capital
Texas
$223M +$37.3M +20% 87
CSCSIM
4042
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 72
SIC
4043
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 91
BS
4044
Bessemer Securities
New York
$223M -$54.9M -20% 138
BHWM
4045
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 213
MP
4046
Mediatel Partners
Texas
$223M +$35.3M +19% 3
PAMI
4047
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 18
IBOK
4048
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 459
SIGI
4049
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 70
AWAU
4050
Alliance Wealth Advisors (Utah)
Utah
$223M 216