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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
HC
4201
Hendley & Co
Ohio
$225M +$8.07M +4% 11.3% 54.8% 57 7.02%
PCM
4202
Princeton Capital Management
New Jersey
$225M -$3.45M -2% 6.03% 180% 99 14.14%
FMN
4203
Financial Management Network
California
$225M +$22.3M +11% 8.92% 57.4% 144 17.36%
H2CM
4204
H/2 Credit Manager
Connecticut
$225M +$35M +18% 13.9% 97.4% 13 7.69%
BAM
4205
Baldrige Asset Management
Pennsylvania
$225M +$14.6M +7% 7.27% 43.5% 331 9.67%
TWM
4206
TMD Wealth Management
Arizona
$225M +$2.34M +1% 6.05% 2.41% 54 44.44%
TFA
4207
Triad Financial Advisors
North Carolina
$224M +$40.4M +22% 7.12% 116 18.1%
CPIA
4208
Cornell Pochily Investment Advisors
New York
$224M -$4.57M -2% 9.54% 83.7% 173 6.94%
CRWM
4209
Castle Rock Wealth Management
California
$224M +$25.3M +13% 7.69% 105% 235 22.55%
WA
4210
WP Advisors
California
$224M +$2.83M +1% 7.24% 95.5% 111 14.41%
PH
4211
Pinnacle Holdings
Oklahoma
$224M +$10.1M +5% 10.5% 79.6% 231 14.72%
MAG
4212
Mokosak Advisory Group
Iowa
$224M +$20.5M +10% 7.69% 57.1% 26 15.38%
EPCA
4213
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 7.23% 119% 62 22.58%
2C
4214
272 Capital
Texas
$223M +$37.3M +20% 7.44% 213% 88 52.27%
CSCSIM
4215
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 4.72% 72 37.5%
SIC
4216
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 13.2% 83.8% 91 9.89%
BS
4217
Bessemer Securities
New York
$223M -$54.9M -20% 10.6% 45% 138 15.22%
RFG
4218
RFP Financial Group
Georgia
$223M 7.52% 53.2% 915
BHWM
4219
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 5.72% 47.9% 213 16.9%
MP
4220
Mediatel Partners
Texas
$223M +$35.3M +19% 18.9% 11.6% 3 0%
PAMI
4221
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 13.9% 120% 18 22.22%
IBOK
4222
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 9.83% 80.6% 459 13.73%
SIGI
4223
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 8.7% 5.26% 69 55.07%
AWAU
4224
Alliance Wealth Advisors (Utah)
Utah
$223M 7.81% 63.3% 216
OAM
4225
Oak Asset Management
California
$223M +$16.5M +8% 11.6% 78% 101 5.94%