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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
GCM
4601
Gator Capital Management
Florida
$266M +$39.7M +18% 13.8% 201% 72 23.61%
ST
4602
Somerset Trust
Pennsylvania
$266M -$1.57M -0.6% 1.1% 69.7% 163 9.2%
PWM
4603
Proathlete Wealth Management
Florida
$266M +$22.9M +9% 2.34% 60 1.67%
RCM
4604
Rivermont Capital Management
New York
$266M +$53.3M +25% 13% 344% 24 50%
SM
4605
Samjo Management
New York
$265M -$24.6M -8% 0.62% 62 27.42%
PAM
4606
Pegasus Asset Management
New York
$265M +$3.11M +1% 4.55% 82% 70 5.71%
PH
4607
Pinnacle Holdings
Oklahoma
$265M +$8.85M +3% 3.61% 65.3% 263 18.25%
KFA
4608
Kelleher Financial Advisors
New York
$265M +$2.52M +1% 2.35% 73.2% 122 9.02%
RHP
4609
Royal Harbor Partners
Texas
$265M +$7.6M +3% 0.31% 49.5% 52 26.92%
LBWM
4610
Left Brain Wealth Management
Illinois
$265M +$49.8M +23% 18.2% 357% 104 35.58%
CCM
4611
Carmel Capital Management
California
$265M -$1.91M -0.7% 5.84% 265% 28 7.14%
RM
4612
Radcliff Management
New York
$265M +$79.8M +43% 43.2% 93.7% 1 0%
PA
4613
Pineridge Advisors
Missouri
$265M +$371K +0.1% 1.5% 693 20.92%
MCF
4614
MKA Charitable Fund
California
$265M +$9.04M +4% 3.63% 1 0%
RF
4615
Robinswood Financial
Washington
$264M -$4.46M -2% 2.44% 38.8% 367 7.08%
AW
4616
Atlas Wealth
Ohio
$264M +$32.6M +14% 1.3% 43.5% 101 24.75%
FMTCOCP
4617
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264M +$4.72M +2% 1.16% 60.9% 397 7.81%
SCI
4618
Silver Coast Investments
United States
$264M -$7.17M -3% 3.43% 110 18.18%
CPIM
4619
Coalescence Partners Investment Management
New York
$264M +$41M +18% 0.42% 17 17.65%
OFG
4620
Omega Financial Group
California
$264M +$395K +0.1% 1.42% 45.2% 83 6.02%
ACM
4621
Aubrey Capital Management
United Kingdom
$264M +$4.83M +2% 8.46% 296% 69 39.13%
RCS
4622
Retirement Capital Strategies
California
$264M +$8.48M +3% 2.17% 50.2% 93 47.31%
PVM
4623
Palogic Value Management
Texas
$264M -$30.1M -10% 3.81% 20.9% 194 18.04%
JA
4624
JVL Associates
Michigan
$264M +$4.46M +2% 2.48% 73.3% 58 8.62%
AWM
4625
Accel Wealth Management
Iowa
$264M -$4.85M -2% 2.57% 77.4% 269 11.52%