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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
TWP
4051
Total Wealth Planning
Ohio
$255M +$19.2M +8% 4.39% 37.2% 46 13.04%
FC
4052
Ferris Capital
Massachusetts
$255M -$146M -36% 4.39% 67% 216 92.59%
KIM
4053
Kestrel Investment Management
California
$255M +$16M +7% 9.21% 82.9% 45 17.78%
AP
4054
Atlas Principals
North Carolina
$254M -$26M -9% 8.91% 63 79.37%
FCMV
4055
Foresite Capital Management V
California
$254M -$86M -25% 21.5% 357% 22 31.82%
PFG
4056
Piershale Financial Group
Illinois
$254M +$22.9M +10% 5.85% 82% 36 38.89%
SAM
4057
Security Asset Management
New York
$254M +$10.8M +4% 9.91% 67.4% 91 7.69%
WOC
4058
West Oak Capital
California
$254M +$19.8M +8% 5.91% 110% 389 11.83%
PBPIA
4059
Pivotal bioVenture Partners Investment Advisor
California
$254M -$58M -19% 11% 731% 9 11.11%
G
4060
Gainplan
Michigan
$254M +$27.9M +12% 8.47% 93.3% 98 52.04%
AIC
4061
Archer Investment Corporation
Indiana
$254M +$11.1M +5% 6% 55% 795 31.57%
OFCM
4062
One Fin Capital Management
California
$253M -$6.89M -3% 8.91% 75.5% 33 45.45%
EBT
4063
Enterprise Bank & Trust
Massachusetts
$253M +$16M +7% 8.58% 65.9% 103 17.48%
ISG
4064
Investment Security Group
Colorado
$253M +$50.1M +25% 5.52% 18 22.22%
MF
4065
Manchester Financial
California
$253M +$37.1M +17% 7.91% 67.5% 755 89.27%
ISSM
4066
Invesco Senior Secured Management
New York
$253M +$29.4M +13% 25.6% 18.1% 16 6.25%
SG
4067
Sourcerock Group
Colorado
$253M +$59M +30% 30.5% 93.4% 19 47.37%
TFA
4068
Tobias Financial Advisors
Florida
$253M +$16.8M +7% 4.15% 35.5% 68 2.94%
SRSA
4069
S.R. Schill & Associates
Washington
$253M +$25.4M +11% 10.8% 36.7% 96 18.75%
AIM
4070
AMI Investment Management
Indiana
$253M +$14.2M +6% 7.11% 47.9% 78 10.26%
SRA
4071
Summit Rock Advisors
New York
$252M -$42.1M -14% 4.18% 8 62.5%
FA
4072
Forefront Analytics
Pennsylvania
$252M +$17.5M +7% 4.84% 33.5% 71 11.27%
QCI
4073
Quaker Capital Investments
Pennsylvania
$252M +$5.59M +2% 0.72% 155% 25 16%
BCFS
4074
Butensky & Cohen Financial Security
Florida
$252M +$10.2M +4% 4.77% 72.2% 96 5.21%
CFS
4075
Cannon Financial Strategists
Georgia
$252M +$18.8M +8% 5.38% 41.8% 61 3.28%