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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
GAM
4451
Grandview Asset Management
Pennsylvania
$342M -$22.9M -6% 2.88% 172% 147 12.24%
SW
4452
SMART Wealth
Nebraska
$341M +$13.5M +4% 0.41% 52.3% 240 35.42%
FCM
4453
Findell Capital Management
New York
$341M -$6.32M -2% 2.23% 22 40.91%
SFA
4454
Seneca Financial Advisors
New York
$341M +$12.6M +4% 0.09% 47.3% 65 3.08%
EC
4455
EntryPoint Capital
New York
$341M +$84.9M +33% 2.35% 955 56.54%
IPW
4456
Intergy Private Wealth
Colorado
$341M +$9.49M +3% 0.4% 67.6% 126 10.32%
CPI
4457
Crestview Partners II
New York
$341M +$22.9M +7% 9.78% 124% 3 0%
MTIC
4458
Missouri Trust & Investment Company
Missouri
$341M +$99.6K +0% 1.86% 56.9% 422 7.35%
KFSC
4459
Keystone Financial Services (Colorado)
Colorado
$341M +$9.47M +3% 1.78% 52.9% 138 26.09%
CWG
4460
Crown Wealth Group
North Carolina
$340M -$17.4M -5% 3.26% 86.2% 163 23.31%
CPIA
4461
Cornell Pochily Investment Advisors
New York
$340M -$4.56M -1% 0.28% 83.7% 189 11.64%
MSG
4462
Main Street Group
Virginia
$340M +$50.5M +17% 5.17% 865 89.48%
WLPWM
4463
Walled Lake Planning & Wealth Management
Illinois
$340M +$24M +8% 0.13% 51.7% 147 14.97%
SWK
4464
Stephen W. Kidder
$340M -$14.5M -4% 2.25% 62.5% 80 13.75%
SM
4465
Sweeney & Michel
California
$340M +$1.3M +0.4% 0.21% 146 4.11%
FIBOI
4466
First International Bank of Israel
$340M +$131M +62% 1.37% 74 41.89%
BAM
4467
Bell Asset Management
Australia
$340M -$34.3M -9% 10% 29.1% 70 28.57%
NCM
4468
Neumann Capital Management
California
$340M -$6.58M -2% 0.97% 79.4% 104 4.81%
JCIA
4469
Jackson Creek Investment Advisors
Colorado
$340M +$1.04M +0.3% 9.63% 185% 393 51.4%
SCM
4470
Sophron Capital Management
New Jersey
$339M +$28.3M +9% 2.5% 47 29.79%
MAMA
4471
Myriad Asset Management Advisors
Florida
$339M +$14.8M +5% 3.01% 63 49.21%
VCM
4472
Verger Capital Management
North Carolina
$339M +$1.44M +0.4% 2.74% 53.1% 14 7.14%
WCM
4473
Whitefort Capital Management
New York
$339M -$52.1M -13% 2.73% 179% 23 26.09%
BAM
4474
Brilliance Asset Management
Hong Kong
$339M +$84.3M +33% 12.3% 60.8% 16 62.5%
PB
4475
Pinnacle Bancorp
Nebraska
$339M -$2.33M -0.7% 1.46% 68.3% 914 7.66%