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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
AIM
4451
Avanda Investment Management
Singapore
$282M -$31.9M -10% 0.74% 26 11.54%
GMA
4452
Glassy Mountain Advisors
Maryland
$282M -$9.91M -3% 3.54% 91.5% 63 9.52%
PC
4453
Permit Capital
Pennsylvania
$282M -$8.25M -3% 3.98% 76% 32 40.63%
CFO
4454
Custos Family Office
Texas
$282M -$3.88M -1% 0.53% 56.2% 72 9.72%
WIC
4455
Whitegate Investment Counselors
New Hampshire
$282M -$9.95M -3% 0.77% 40.3% 71 14.08%
PCI
4456
Pacifica Capital Investments
Texas
$282M -$29M -9% 2.34% 83.4% 14 0%
WLPWM
4457
Walled Lake Planning & Wealth Management
Illinois
$282M +$12.8M +5% 0.34% 51.7% 138 8.7%
WIA
4458
Westbourne Investment Advisors
Maryland
$281M -$10.7M -4% 2.42% 89.4% 85 2.35%
CFCI
4459
Comprehensive Financial Consultants Institutional
Indiana
$281M +$6.48M +2% 0.71% 70.2% 186 16.67%
JCM
4460
JAT Capital Management
Connecticut
$281M -$351M -55% 24.8% 446% 50 80%
NC
4461
Nokomis Capital
Texas
$281M +$643K +0.2% 0.95% 204% 67 29.85%
CWM
4462
Cedar Wealth Management
California
$281M +$4.54M +2% 0.78% 53.2% 204 10.78%
VFIC
4463
Valley Forge Investment Consultants
Pennsylvania
$281M -$10.3M -4% 2.34% 51.3% 90 10%
HIM
4464
HGC Investment Management
Ontario, Canada
$281M +$47.4M +20% 3.77% 34.4% 95 44.21%
HAM
4465
Harber Asset Management
North Carolina
$281M -$52.9M -16% 0.64% 30% 42 47.62%
ST
4466
Somerset Trust
Pennsylvania
$281M +$15.1M +6% 0.91% 69.7% 174 13.79%
FFO
4467
Fortitude Family Office
Arizona
$281M +$533K +0.2% 2.2% 1,303 13.12%
BWCS
4468
Beirne Wealth Consulting Services
Connecticut
$281M +$3.39M +1% 1.48% 75.4% 104 7.69%
CCA
4469
Cadent Capital Advisors
Oklahoma
$281M -$8.12M -3% 0.99% 106% 167 20.96%
SSWG
4470
Seven Springs Wealth Group
Tennessee
$281M +$12M +4% 3.47% 56.4% 83 9.64%
SWM
4471
Seaside Wealth Management
California
$280M +$7.1M +3% 0.95% 42.9% 61 4.92%
CWM
4472
Chesapeake Wealth Management
Virginia
$280M -$11.2M -4% 1.2% 57.5% 160 3.75%
LJHT
4473
Laurie J. Hall Trustee
$280M -$24.4M -8% 0.34% 96% 251 56.18%
CFP
4474
Cypress Financial Planning
New Jersey
$280M +$7.63M +3% 0.13% 37.9% 86 9.3%
PGF
4475
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 1.15% 47.2% 161 36.65%