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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
PWM
4476
PRW Wealth Management
Massachusetts
$200M -$141M -41% 1.57% 42.3% 311 87.14%
FPWM
4477
FSB Premier Wealth Management
Iowa
$200M +$4.27M +2% 0.99% 43.1% 109 11.93%
AMC
4478
Asset Management Corp
Illinois
$199M +$25.4M +15% 2.41% 57.1% 208 24.04%
RHAM
4479
Round Hill Asset Management
California
$199M -$4.73M -2% 0.58% 40.7% 58 0%
CAAM
4480
Cape Ann Asset Management
United Kingdom
$199M -$16.4M -8% 1.11% 210% 9 0%
SFSG
4481
Sound Financial Strategies Group
Mississippi
$199M -$1.53M -0.8% 0.71% 18.2% 87 6.9%
FBT
4482
First Bankers Trust
Kentucky
$199M -$6.41M -3% 0.47% 78.9% 118 5.08%
AS
4483
American Securities
New York
$199M -$38.1M -16% 16.1% 1 0%
ITIM
4484
Indiana Trust & Investment Management
Indiana
$199M +$16.2M +9% 0.84% 104% 124 14.52%
EWMCB
4485
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$199M +$469K +0.2% 0.96% 13% 52 13.46%
FP
4486
Financial Perspectives
Minnesota
$199M -$6.94M -3% 0.56% 87.8% 670 7.01%
DCM
4487
Davidson Capital Management
Texas
$198M -$8.91M -4% 0.14% 64% 89 2.25%
RIP
4488
Rhino Investment Partners
Pennsylvania
$198M +$35.5M +22% 4.48% 65.9% 46 34.78%
JCM
4489
Jacobsen Capital Management
Utah
$198M +$2.11M +1% 0.77% 67.2% 54 1.85%
LC
4490
LCNB Corp
Ohio
$198M -$691K -0.3% 0.06% 60.1% 159 1.89%
MCP
4491
Martin Capital Partners
Oregon
$198M +$777K +0.4% 0.62% 35.2% 68 0%
PE
4492
Point72 Europe
United Kingdom
$198M +$53.1M +37% 0.96% 95.4% 40 65%
CC
4493
Claybrook Capital
Massachusetts
$198M -$109M -36% 1.96% 7.15% 262 90.08%
1CM
4494
1492 Capital Management
Wisconsin
$198M +$2.04M +1% 2.5% 187% 123 21.14%
FMN
4495
Financial Management Network
California
$197M +$841K +0.4% 0.08% 52% 130 6.15%
JIC
4496
JRM Investment Counsel
Nebraska
$197M +$12.1M +7% 0.16% 61.2% 16 0%
HIM
4497
Harbour Investment Management
Washington
$197M -$2.26M -1% 0.79% 58.8% 87 13.79%
FFG
4498
Fortem Financial Group
California
$197M +$27K +0% 0.35% 179% 171 4.68%
HCM
4499
Highlander Capital Management
New Jersey
$197M -$2.88M -1% 0.51% 34.4% 638 5.8%
AC
4500
AlphaCore Capital
California
$197M +$10.1M +5% 1.95% 68.3% 140 53.57%