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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
PFSC
4351
Peoples Financial Services Corp
Pennsylvania
$257M +$20.3M +9% 10.9% 93% 289 5.88%
SFC
4352
SYM Financial Corp
Indiana
$257M +$86.6M +51% 7.46% 56% 126 26.98%
BI
4353
Ballast Inc
Kentucky
$257M +$19.7M +8% 8.72% 66% 110 16.36%
AIA
4354
AIMZ Investment Advisors
California
$257M +$35.3M +16% 11.3% 81.3% 121 8.26%
CPIA
4355
Cornell Pochily Investment Advisors
New York
$257M +$25.9M +11% 11% 83.7% 168 7.74%
OIA
4356
Optimum Investment Advisors
Illinois
$257M +$19.5M +8% 11.1% 125% 885 9.83%
TSS
4357
Thomas Story & Son
Indiana
$257M +$12.6M +5% 12.8% 91.8% 66 7.58%
ACM
4358
Aubrey Capital Management
United Kingdom
$257M -$60.8M -19% 1.92% 296% 52 19.23%
SIA
4359
Sovereign Investment Advisors
Arizona
$257M +$5.96M +2% 4.17% 43.7% 30 3.33%
BAM
4360
Baldrige Asset Management
Pennsylvania
$257M +$16.7M +7% 5.42% 43.5% 366 10.38%
PCM
4361
Pinnbrook Capital Management
New York
$257M 14.7% 913% 38
CPX
4362
Canaan Partners X
California
$257M -$94.8M -27% 17.6% 55.4% 5 20%
ES
4363
Eagle Strategies
New York
$257M 8.14% 70.1% 143
FWM
4364
Fairhaven Wealth Management
Illinois
$256M +$13.6M +6% 7.97% 128 13.28%
AWM
4365
Atticus Wealth Management
Florida
$256M +$28.5M +13% 9.14% 63.8% 508 29.53%
LBC
4366
Lawrence B. Cohen
$256M +$66.6M +35% 11.3% 41.8% 106 36.79%
FA
4367
Friess Associates
Delaware
$256M +$18.1M +8% 19.4% 256% 111 42.34%
MCC
4368
Malaga Cove Capital
California
$256M +$13M +5% 8.47% 88.1% 184 13.59%
BWM
4369
BigSur Wealth Management
Florida
$256M +$33M +15% 6.88% 83.1% 135 9.63%
VFPW
4370
Vantage Financial Partners (Wisconsin)
Wisconsin
$255M 5.93% 53.8% 60
HHMI
4371
Howard Hughes Medical Institute
Maryland
$255M -$41.5M -14% 2.67% 70.9% 23 4.35%
CFG
4372
Cambridge Financial Group
Ohio
$255M +$27.4M +12% 9.61% 33 12.12%
LBA
4373
Lowell Blake & Associates
Massachusetts
$255M +$39.2M +18% 12.7% 44.2% 58 8.62%
WIA
4374
Westbourne Investment Advisors
Maryland
$255M +$34.9M +16% 10.3% 89.4% 102 20.59%
DI
4375
DAGCO Inc
Ohio
$254M +$21.2M +9% 7.92% 66.5% 107 2.8%