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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
ST
4601
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 1.47% 69.7% 185 8.65%
CCG
4602
Ceeto Capital Group
Florida
$326M -$16.8M -5% 2.9% 81.6% 190 15.79%
NAMM
4603
NorthStar Asset Management (Massachusetts)
Massachusetts
$326M -$61.4M -16% 4.81% 66.3% 90 6.67%
TC
4604
TFR Capital
Texas
$326M +$23.9M +8% 1.67% 171 10.53%
CPC
4605
Congress Park Capital
New York
$326M -$9.21M -3% 4.08% 95.6% 139 13.67%
CWM
4606
Chesapeake Wealth Management
Virginia
$326M -$10M -3% 1.29% 65.9% 168 11.31%
BWAM
4607
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 1.77% 101% 425 9.18%
SFMG
4608
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 1.24% 47.3% 59 5.08%
MFA
4609
Morling Financial Advisors
California
$325M +$7.11M +2% 2.1% 91.2% 114 14.91%
KL
4610
Knox Lane
California
$325M $0 0% 7.71% 1 0%
DMC
4611
DSC Meridian Capital
New York
$325M -$55M -14% 7.47% 22 50%
WG
4612
Wellington Group
Indiana
$325M +$24.2M +8% 0.67% 458 27.29%
THCM
4613
Taylor Hoffman Capital Management
Virginia
$325M -$4.63M -1% 1.32% 120 5.83%
2L
4614
25 LLC
Missouri
$324M +$9.32M +3% 0.44% 44.2% 74 10.81%
OAP
4615
One Advisory Partners
Kansas
$324M -$7.19M -2% 2.37% 54.2% 79 17.72%
GREM
4616
Grey Rock Energy Management
Texas
$324M +$64.7M +25% 24.9% 1 0%
AC
4617
Athos Capital
Hong Kong
$324M +$63.4M +24% 1.7% 110% 50 38%
ITIM
4618
Indiana Trust & Investment Management
Indiana
$324M -$15.3M -4% 1.4% 104% 510 10.98%
QPW
4619
Quantum Private Wealth
Florida
$324M -$18.7M -5% 1.5% 219% 180 14.44%
CWM
4620
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 2.77% 72% 83 12.05%
FAL
4621
Focused Alpha LLC
Colorado
$324M -$16.7M -5% 0.85% 273 20.51%
AIA
4622
AIMZ Investment Advisors
California
$324M -$26M -7% 4.48% 81.3% 143 4.9%
SJL
4623
Shayne & Jacobs LLC
Tennessee
$324M -$6.74M -2% 1.01% 73.4% 98 7.14%
BOS
4624
Bank of Stockton
California
$323M -$25.9M -7% 0.06% 92.3% 147 18.37%
UOC
4625
University of Chicago
Illinois
$323M +$117M +56% 6.32% 19.1% 14 21.43%