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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
HC
4501
Hendley & Co
Ohio
$286M +$969K +0.3% 3.83% 54.8% 60 20%
VRM
4502
Vectors Research Management
New York
$286M -$7.59M -3% 0.06% 67.3% 125 14.4%
WMIG
4503
White Mountains Insurance Group
New Hampshire
$286M -$140M -33% 12.4% 105% 2 0%
KPWG
4504
KFA Private Wealth Group
Virginia
$286M +$46.9M +20% 3.59% 57.5% 116 24.14%
NFG
4505
Northeast Financial Group
Pennsylvania
$285M +$12.7M +5% 1.17% 31.6% 95 11.58%
AB
4506
Atlas Brown
Kentucky
$285M -$7.37M -3% 1.68% 102% 216 6.02%
JF
4507
Joule Financial
Kentucky
$285M +$2.06M +0.7% 0.73% 55.5% 114 14.91%
FWC
4508
First Washington Corp
Washington
$285M +$1.97M +0.7% 3.33% 142% 57 7.02%
MTIC
4509
Missouri Trust & Investment Company
Missouri
$285M -$41.8K -0% 0.28% 65.1% 453 12.36%
OPTFSNA
4510
Old Point Trust & Financial Services N A
Virginia
$285M -$69.6K -0% 2.1% 72.6% 354 6.78%
OPW
4511
Oxler Private Wealth
New York
$285M -$19.6M -6% 5% 92.6% 86 2.33%
NIM
4512
Nicollet Investment Management
Minnesota
$284M -$6.75M -2% 5.09% 83.3% 75 12%
CPIA
4513
Cornell Pochily Investment Advisors
New York
$284M -$1.96M -0.7% 0.63% 83.7% 174 9.2%
CA
4514
CV Advisors
Florida
$284M -$3.21M -1% 6.77% 98.9% 44 40.91%
PCM
4515
Princeton Capital Management
New Jersey
$284M -$38.9M -12% 8.03% 180% 131 16.03%
ATI
4516
ARK & TLK Investments
Oklahoma
$284M -$3.93M -1% 1.4% 114 4.39%
BPCM
4517
Beach Point Capital Management
California
$284M -$657M -70% 3.04% 110% 34 52.94%
HZ
4518
Hixon Zuercher
Ohio
$284M +$23.7M +9% 0.76% 87.5% 85 12.94%
TWM
4519
TriaGen Wealth Management
California
$284M -$13.2M -4% 0.18% 113% 196 29.08%
RW
4520
Rockport Wealth
Ohio
$283M +$58.4M +26% 0.24% 77 58.44%
CS
4521
Cisco Systems
California
$283M -$70.3M -20% 5.37% 212% 4 50%
FNWM
4522
Financial Network Wealth Management
Utah
$283M +$3.39M +1% 2.46% 322 64.29%
DCM
4523
DG Capital Management
New York
$283M -$14.5M -5% 1.63% 76.7% 29 41.38%
SFP
4524
Sandbox Financial Partners
Maryland
$283M -$16.6M -6% 4.32% 69.6% 117 15.38%
CWA
4525
CJM Wealth Advisers
Virginia
$283M -$13.6M -5% 4.11% 71.5% 72 11.11%