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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
HFS
4551
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 5.51% 38.3% 546 89.01%
ITIM
4552
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 2.68% 104% 118 10.17%
CPWA
4553
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 4.26% 151 13.91%
SCS
4554
Syquant Capital SAS
France
$165M +$75M +84% 16.2% 176% 50 86%
SFS
4555
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 4.29% 88.2% 189 19.58%
GCC
4556
Game Creek Capital
Massachusetts
$165M -$23.9M -13% 4.11% 108% 73 26.03%
PK
4557
Pflug Koory
Nebraska
$164M -$9M -5% 5.12% 479 9.19%
MSFP
4558
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.73M -6% 3.77% 85.8% 404 9.41%
PFT
4559
Providence First Trust
Arizona
$164M -$13.7M -8% 4.72% 64.1% 139 35.97%
SI
4560
Saxon Interests
Texas
$164M -$1.02M -0.6% 4.19% 58.4% 162 17.9%
PCM
4561
Pinnbrook Capital Management
New York
$164M -$34.9M -18% 3.42% 730% 77 77.92%
SCM
4562
Solas Capital Management
Connecticut
$164M -$3.6M -2% 1.21% 41.5% 25 28%
WI
4563
Wahed Invest
New York
$164M +$1.96M +1% 3.77% 95.1% 259 11.97%
BDCM
4564
Black Diamond Capital Management
Connecticut
$164M -$20.4M -11% 13% 28.3% 12 8.33%
GB
4565
Gunma Bank
Japan
$164M -$72.3M -31% 9.28% 24.5% 53 26.42%
CWM
4566
CCG Wealth Management
California
$164M -$13.7M -8% 5.5% 63% 117 24.79%
SM
4567
Salzhauer Michael
$164M -$3.1M -2% 0.93% 107% 127 13.39%
WE
4568
Wealth Effects
Massachusetts
$164M -$2.64M -2% 4.72% 160% 201 14.93%
CP
4569
CPV Partners
Connecticut
$164M -$60.1M -27% 20.4% 149% 6 0%
DJC
4570
Daily Journal Corp
California
$163M -$11.4M -7% 5.04% 108% 5 0%
TC
4571
Taika Capital
Florida
$163M +$2.59M +2% 7.08% 68.3% 67 59.7%
SCM
4572
Stonehearth Capital Management
Massachusetts
$163M -$12.2M -7% 5.33% 80.7% 77 24.68%
LWM
4573
Ledge Wealth Management
Minnesota
$163M +$651K +0.4% 3.94% 72 13.89%
WVP
4574
Worth Venture Partners
New Jersey
$163M -$6.83M -4% 1.67% 102% 192 33.33%
MFG
4575
Monte Financial Group
Connecticut
$163M -$8.08M -5% 7.69% 55% 78 6.41%