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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
PM
4351
Penbrook Management
New York
$104M +$3.95M +4% 6.8% 106% 113 11.5%
PD
4352
Planning Directions
Pennsylvania
$104M +$1.46M +1% 0.87% 46.3% 55 9.09%
NPP
4353
New Potomac Partners
Maryland
$104M +$1.62M +2% 1.85% 37.2% 154 7.79%
DAM
4354
Diamant Asset Management
Connecticut
$103M +$1.44M +1% 3.28% 66.9% 81 6.17%
BWI
4355
Beacon Wealthcare Inc
North Carolina
$103M +$6.31M +7% 1.23% 31.6% 7 0%
SSCM
4356
Summit Street Capital Management
New York
$103M +$2.25M +2% 7.27% 217% 33 6.06%
WCAMG
4357
Woodard & Company Asset Management Group
North Carolina
$103M +$1M +1% 3.16% 84.8% 228 11.4%
CC
4358
Cambrian Capital
California
$103M +$25.5M +33% 14.6% 17.3% 38 10.53%
LI
4359
Longer Investments
Arkansas
$103M +$11.6M +13% 1.68% 20.4% 35 28.57%
PWPS
4360
Pinnacle Wealth Planning Services
Ohio
$103M +$5.73M +6% 2.34% 82.1% 190 12.63%
LP
4361
Luzich Partners
Nevada
$103M +$1.03M +1% 9.96% 16 43.75%
FCM
4362
Force Capital Management
New York
$103M +$7.84M +8% 7.66% 72.7% 30 13.33%
AWM
4363
Aevitas Wealth Management
Massachusetts
$103M +$2.62M +3% 3.18% 36.4% 502 20.32%
PWA
4364
Providence Wealth Advisors
Illinois
$103M +$35.2M +52% 1.46% 112% 93 33.33%
QPWM
4365
Quadrant Private Wealth Management
Pennsylvania
$103M +$26.2M +34% 5.73% 87.9% 101 17.82%
SHCM
4366
Stone House Capital Management
Florida
$103M +$15.1M +17% 19.2% 151% 2 0%
HFA
4367
HC Financial Advisors
California
$103M +$1.27M +1% 2.4% 31.2% 70 7.14%
MCIA
4368
Mountain Capital Investment Advisors
Colorado
$102M +$10.3M +11% 0.43% 63.3% 46 34.78%
BFM
4369
Broadview Financial Management
Wisconsin
$102M +$1.18M +1% 1.11% 52.4% 38 5.26%
JA
4370
JVL Associates
Michigan
$102M +$2.59M +3% 1.5% 73.3% 37 5.41%
VIM
4371
Vista Investment Management
Pennsylvania
$102M +$6.84M +7% 2.37% 54.4% 144 9.72%
FCC
4372
Florin Court Capital
United Kingdom
$102M +$30.6M +43% 1.8% 108% 28 42.86%
YEPX
4373
Yorktown Energy Partners XI
New York
$102M +$12.1M +13% 16.2% 105% 3 33.33%
CFN
4374
Cordasco Financial Network
Florida
$102M +$8.96M +10% 2.83% 31.1% 405 33.09%
ACM
4375
Asymmetry Capital Management
California
$102M +$21.8M +27% 22.5% 300% 49 53.06%